StratiFi
PrivateLast Round
Strategic
Nov 30, 2020
Total Funding Raised
$9M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
StratiFi operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Strategic round in November 2020.
StratiFi is a fintech company that provides an AI-powered platform for wealth managers and financial advisors to integrate risk management, compliance, and investment strategies.
Sector
FinTech
Verticals
Wealth Management, Compliance & Risk, Investment Platforms, Financial Data, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS, Marketplace Commission, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
StratiFi Comparables
Compare StratiFi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| RiXtrema | 84% | |
| Andes Risk | 84% | |
| Nitrogen | 83% |
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StratiFi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Nov 30, 2020 | ||||
| Series A | May 4, 2018 | ||||
| Seed | Nov 17, 2014 |
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Key People
Founding team and executive leadership
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StratiFi Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Miami International Holdings | Strategic |
| Wolverine Holdings | Series A |
| Khosla Ventures | Series A, Seed |
| Y Combinator | Series A, Seed |
| HOF Capital | Series A |
| Cboe Global Markets, Inc. | Series A |
| TriplePoint Venture Growth BDC | Seed |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 27, 2026
Grew 19% QoQ, from 21 to 25 employees.
- Jan 19, 2026
Monthly visitors grew 163% MoM, reaching 3.5K.
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StratiFi Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about StratiFi's valuation, stock price, and market status.
Is StratiFi a public or private company?
StratiFi is a private company.
What is the current stock price of StratiFi?
StratiFi is a private company, so its shares have no public market price. Caplight tracks StratiFi's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is StratiFi worth (valuation)?
Valuation information for StratiFi is not publicly available.
Can I buy StratiFi stock?
StratiFi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was StratiFi's last funding round?
StratiFi's most recent funding round was Strategic on November 30, 2020.
Who are the main investors in StratiFi?
Key investors in StratiFi include Miami International Holdings.
Will StratiFi IPO soon?
No public IPO plans have been announced for StratiFi.
How can I track StratiFi secondary market activity?
Caplight tracks bids, offers, and trades in StratiFi's shares on secondary markets.