StratiFi Technologies Inc

AI-powered workflows for wealth management

Founder & CEO

StratiFi Asset Management

Asset manager using options overlays to improve client investment outcomes

Co-Founder & CEO

Sliced Investing

First online hedge fund investing platform for individuals

Co-Founder & CTO

Motif Investing

Associate, Investment Products And Analytics

Citigroup

Options Market Making /  Systematic Trading.

Quantitative Analysis and Trading

Investment Technology Group

Summer Intern

Akhil Lodha is the CEO and Founder of StratiFi Technologies, a company that provides an AI-powered platform to streamline investment workflows for wealth managers. With a strong background in quantitative finance, Akhil has over 12 years of experience in managing investment risk, having previously worked at Citigroup and led a $400M asset management firm. His academic credentials include a degree from the Indian Institute of Technology (IIT Bombay) and Carnegie Mellon University (CMU). Akhil’s vision with StratiFi is to unlock financial freedom by helping people secure their future.

Akhil Lodha

CPR Investments, Inc.

Executive Vice President, Portfolio Manager

Ausdal Financial Partners Inc.

Various roles 1979-2023: Founder, Registered Rep, Advisor, CCO BD; CCO RIA, Director, President, CEO

Investment Advisory Services offered through CPR Investments Inc.
CPR Investments Inc. is an SEC Registered Investment Advisor Firm located at:
1600 Parkdale, Ste 201, Rochester, MI 48307.  (800) 213-1164
CPR Investments Inc. does not offer legal or tax advice.

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Akhil Lodha

Robert B Ausdal Jr

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