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

BX Index

https://bx-partners.com

As RIAs detach from large umbrella organizations and make a massive movement to independent practice, BX Partners is positioned to offer them the tools and technology ​they need for scalability, access to resources, and performance.

Co-Founder

Reality Shares, Inc.

Reality Shares is an innovative asset management firm, ETF issuer and index provider. Reality Shares' goal is to democratize the world's best investing ideas, using systematic quantitative methods to deliver products and solutions that support a wide range of investing objectives, such as diversification, lower correlation, risk mitigation, or unique market exposures.

Chris McHeffey is a registered representative of ALPS Distributors, Inc.
ALPS Distributors, Inc. is the Distributor for the Reality Shares Funds.

Important disclosures: http://www.realityshares.com/socmedguidelines/

Carefully consider the investment objective, risks, charges and expenses before investing in Reality Shares ETFs. This and other important information can be found in the Funds' prospectuses, which may be obtained by calling 855-595-0240 or by visiting us at realityshares.com. Please read the prospectus carefully before investing.

Regional Sales Director

BlackRock

New York City Business Development Officer for iShares.

iShares Business Development Officer

UBS Wealth Management

Head, Private Wealth Sales Strategy and Execution

Head, Cash Transaction Products Sales
Managed the group of (5)internal sales desks in equities, municipal bonds, and taxable fixed income.
Developed and executed strategies for market and product knowledge and skills development for the specialists and managers.

National Sales Manager- Cash Equities and Fixed Income

Responsible for overall growth of Northwest Region 
Developed and executed short-term and long term business strategies for the region- targeting all Key Performance Indicators
Drove region to exceed targeted growth for 2006 and 2007(20%+)
Reversed  a long-term trend in declining returns on invested assets
Led efforts to integrate FAs from acquired firms
Pioneered initiatives which became standards throughout the firm
Hired and led team of market area business development coaches placed in market areas throughout the region
Strategic responsibilities included:
Managing towards revenue goals 
Driving New Asset and New Client Acquisition
Driving cultural change
Expanding penetration rate of clients and financial advisors in high value-added products

Executive Director Region Sales Manager

Responsible for overall revenue in the Western Division. 
Led team of five Regional Sales Managers.
Led division to top performance in sales of Alternative Investments and Structured Products  
Consistently led division to high results in overall revenue

Division Sales Manager

Associate Division Sales Manager Calendar Year 2002

UBS PaineWebber

Sold Leveraged Buyout Fund opportunities  in Western Division for Ultra High Net Worth Clients
Worked with financial advisors and clients throughout Western US to drive new type of opportunity
Led firm in sales- First opportunity generated $77million in sales throughout the division versus internal estimates of $10-$15mm

Private Equity Fund Sales Consultant

UBS/PaineWebber

Mutual Fund Consultant

PaineWebber

Drove non-proprietary mutual fund sales throughout Western US through education of financial advisors and partnership with strategic partner asset managers
Drove division to all-time high in mutual fund sales in year 2000
Created and executed sales ideas and campaigns relevant to financial advisors given current research, client needs and market conditions; Manager, Taxable Fixed Income Sales
Managed and led a team of six professionals responsible for driving sales of all taxable fixed income products within a division
Recognized a serious flaw in division's performance related to a specific product. Created and executed plan to correct the deficiency.
Led revenue growth despite difficult market conditions in 1999

Mortgage-Backed Securities Trader
Traded CMO securities for PaineWebber 
Educated salesforce on market and increased penetration
Generated significant firm profits from trading position
Cleaned up long-term issue with aged inventory profitably

Mortgage Trader

Drove sales of all taxable fixed income products to financial advisors
Interacted with research, trading, and financial advisors to create and execute actionable sales ideas within taxable fixed income universe

Sales Liaison and Senior Sales Liaison

"Designed for Professionals. Engineered for Outperformance."

BX is at the forefront of next-generation investment solutions, designed to empower financial advisors and enterprises. We're redefining portfolio management by combining innovative indexing strategies with cutting-edge technology.

Our Mission is to provide financial advisors with superior investment tools and strategies that enhance performance, optimize risk management, and streamline portfolio customization.

What Sets Us Apart:

Innovative Index Creation: We believe in quality over quantity. Our approach focuses on creating concentrated, high-performing indexes that target optimal risk-return characteristics.

Advanced Direct Indexing: We're pioneering a more manageable approach to direct indexing, aiming for focused portfolios of 30-50 stocks instead of traditional 300-400 stock baskets.

 Unified Managed Accounts (UMAs) Optimization: Our strategies are designed to integrate seamlessly with UMAs, offering comprehensive investment solutions with typically 100 or fewer holdings.

Tax-Efficient Strategies: We prioritize tax-loss harvesting at the household level, potentially leading to better after-tax returns for investors.

Customization Without Compromise: We offer tailored solutions designed by financial professionals, balancing personalization with expert management.

 Rigorous Due Diligence: Our team of seasoned professionals conducts thorough research and analysis to ensure the quality and potential of our offerings.
Open Architecture: We leverage diverse approaches and styles to create robust, well-rounded investment solutions.

At BX, we're not just adapting to the future of investment management - we're shaping it. Join us in our mission to transform investment management. Explore how BX Index can empower you to deliver superior results for your clients.

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