StratiFi Secures $7 Million Series A Financing Round Led by Anthemis Group

Proceeds will help the company aggressively expand its sales and ‎‎marketing efforts.

Fintech startup StratiFi Technologies has secured $7 ‎million in a Series A funding round led by Anthemis ‎Group, Wolverine Holdings, Cboe Global Markets, HOF ‎Capital and AngelList, per a company statement.‎

The San ‎Francisco and New York-based platform has amassed an impressive roster of investors as the offering is well-aligned with ‎their overall strategy of growing its wealth and asset management solutions in the ‎long run.

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The Series A financing builds on an exceptional year for StratiFi ‎which saw a rapidly growing ‎roster of clients, key executive appointments, and market momentum ‎in the areas of automated portfolio management.‎

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Proceeds will help the company aggressively expand its sales and ‎marketing efforts as well as broaden and accelerate product ‎development. StratiFi’s unique approach provides a marketplace of risk ‎solutions, and an educational ecosystem to help advisors and investors better understand ‎risk-adjusted investing.‎

StratiFi’s PRISM Rating™ technology offers a great distribution channel ‎for their investment tools, giving advisors an edge through sophisticated ‎calculations that determine whether their portfolios are optimally managing risk and ‎returns. Advisors can simply connect accounts via their custodial platforms including Schwab, TD ‎Ameritrade, Fidelity, Interactive Brokers, E-Trade, LPL, and others.‎

The company further explained that he PRISM outcome, which generates a score of ‎one to 10, helps investors discover hidden risks that can derail their investment goals. ‎The three-part process quantifies investment risk and alerts users to risks that could ‎undermine the stability and growth of an advisor’s practice. The platform also ‎suggests recommended actions to cut risk and maximize returns through various ‎actions. ‎

Ed Tilly, Cboe’s chairman and chief executive officer, commented: “We expect StratiFi’s ‎offerings will introduce many advisors and investors to strategies that the most ‎sophisticated investors have long relied upon to manage risk and maximize returns.” ‎

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