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

Advisor Resource Network

Advisor Resource Network is a quiver packed with solution arrows for the financial advisory industry. Vetted and experienced, we are ready to help you grow... profitably!

Owner/Founder

www.stayinfredericksburgtx.com

Short term rental lodging services to make your hill country visit remarkable and memorable!

Co-Owner/Proprietor

Advisor Placement Group

The Advisor Placement Group (APG) specializes in helping financial advisors find the BEST firm for their practice. Our job is to assume the due diligence and negotiations on behalf of advisors so they can focus on managing their business and clients. We are compensated by the affiliating company so we have a continued vested interest in the advisor's ongoing success.

Advisor Placement Group -  connecting experienced financial advisors with great firms.

Partner

Financial Services Coalition of Texas

Financial Services Coalition of Texas (FSC) strives to advocate and promote our membership before the Texas Legislature and exchange ideas with lawmakers for the betterment of our industry. The goal of FSC is to insure that legislative and regulatory forces will foster an optimal business climate for its members and the investing public.

Member/Volunteer

Next Financial

Recruiter

Banc of America Investments

Financial Advisor

*I collaborate with a network of experienced solution providers to offer financial advisors/planners the best options to grow and manage their business. 

*I also assist registered individuals/groups looking to make a change for the better. 
KNOW YOUR VALUE, KNOW YOUR WORTH, KNOW YOUR OPTIONS

*Finally, I co-own and manage two short term rentals as a hobby in the booming wine region of the Texas Hill Country. 

Connect with me IF you are interested in either AND value reciprocal networking, I always welcome and appreciate new relationships that are mutually beneficial.

taplio

The Battle

Akhil Lodha

Craig Enderlin

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