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.

Investment risk gets all the attention. But operational risk—missed reviews, expensive share classes, cash and position concentration in illiquid products—can cost you your business. Join us today for a discussion on how to build discipline around it.

Akhil Lodha

CEO at StratiFi - AI & Compliance for Wealth Management

Your practice's biggest vulnerabilities aren't in your portfolios - they're in your operations.

Join StratiFi and Wealthbox on December 17th at 2:00pm ET to see how integrating risk management into your CRM creates bulletproof compliance and operational efficiency.

You'll learn how to:
✓ Identify and quantify hidden operational risks in your practice 
✓ Build risk mitigation directly into your CRM workflows 
✓ Create disciplined documentation that protects against compliance gaps 
✓ Streamline daily operations while strengthening your firm's foundation

When risk management and CRM work together, you don't just protect your practice - you build a foundation for confident, scalable growth.

Registrater here >  https://lnkd.in/gxRqHPdq

#WealthManagement #RiskManagement #FinancialAdvisors #SECCompliance #RIA

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Akhil Lodha's Linkedin Analytics

Akhil Lodha

Performance ScoreAkhil Lodha's LinkedIn Performance

Who is engaging with Akhil

Akhil Lodha's Best Posts (last 30 days)

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Akhil Lodha

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Akhil Lodha's LinkedIn Performance

Who is engaging with Akhil

Akhil Lodha's Best Posts .css-1emoo84{font-size:var(--chakra-fontSizes-md);font-weight:400;color:var(--chakra-colors-gray-600);}(last 30 days)

Ready to grow your LinkedIn presence?

Akhil Lodha's Linkedin Analytics

Performance ScoreAkhil Lodha's LinkedIn Performance

Akhil Lodha's Best Posts (last 30 days)