NYC and SF based tech platform for investment advisors has raised $7m in Series A financing led by Anthemis Group.
tratiFi’s Series A funds will further commercialize the company’s PRISM Rating™ technology that calculates risk scores for individual investment accounts, and also entire advisory practices. Proceeds also will help build a marketplace of risk solutions, and an educational ecosystem to help advisors and investors better understand risk-adjusted investing. “Institutional fund managers invest through a risk-oriented lens that mitigates all surface and hidden risks,” said Akhil Lodha, StratiFi’s co-founder and chief executive. “Our technology makes it easy for advisors to do the same and to communicate complex risk exposures in ways anyone can understand.”