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

Simple

We’re a next-generation insights lab focussed on helping family offices and private investors to professionalize and be future-ready. Our team of bright people dotted around the globe craft simple solutions for the complex scenarios that businesses are faced with every day.

Forbes

I write for Forbes.com on family office leadership & strategy including large family-owned enterprises. Forbes Media is a global media, branding and technology company, with a focus on news and information about business, investing, technology, entrepreneurship, leadership, and affluent lifestyles.

Family Office Strategy & Insights

Concentric

Advisory Council Member

Fortaleza Network

The Fortaleza Network is a global group of family office professionals committed to service and generational leadership.

Member

Icon Villas

Specialised in private vacation rentals, in a range of luxurious villas and premium properties throughout South Africa. The Icon experience is unique thanks to our dedicated concierge-style service, with a team providing intimate knowledge of what each villa's neighbourhood and surrounding city offer our guests. 

Icon Villas is the only villa rental specialist in sub-Saharan Africa to be accredited by the Conde Nast Traveller, the world's most influential travel magazine.

Creative & Strategy Director, Partner

Quickonline™

QUICK uses the digital environment to help businesses grow. We DESIGN user-oriented solutions for a wide variety of client requirements. Then, we BUILD the resources to realise these solutions and deploy them.

Founder & Managing Director

AUGUST / INTERACTIVE VIDEO

AUGUST creates great online video content that converts into positive ROI for clients.  Use video to exploit the online world's existing channels (where customers spend vast amounts of time watching and sharing content) to support your brand's marketing and positioning objectives and build positive sentiment. Through creative content, lean production costs, and cost-effective online distribution, we deliver a positive return on investment for each video we produce.

Francois Botha is the founder and CEO of Simple, a next-generation platform that helps family offices and private investors to professionalize and be future-ready. With over 20 years of experience in the technology, strategy and private wealth space, he is a strategic discussion partner to family office leaders, affluent families, and businesses around the globe.

He also writes for Forbes.com on family office leadership and strategy, sharing his insights and perspectives on topics that matter to the next generation of wealth owners, such as trends, impact investing, software and technology, and branding. Additionally, he serves as an advisory council member for several other companies. Francois is passionate about creating simple solutions for the complex scenarios that family offices face every day, and leveraging technology, data, and creativity to deliver value and impact.

Francois Botha

I’ve tracked #familyoffice technology for almost a decade, and it’s been striking to see how fast the landscape is evolving. Here’s my annual TL;DR summary of Simple's report and the tools shaping the sector.

Founder & CEO @ Simple | Family Office Insights @ Forbes

Open article: The 2025 Family Office Software Roundup by hubs.la

As I’m spending a couple of days in Switzerland this week and this headline stood out to me this morning. Swiss voters rejected a proposed high inheritance tax, a move that highlights the country’s ongoing emphasis on policy stability at a time when many other jurisdictions are adjusting their approaches to taxing wealth.

With tax landscapes fragmenting across major financial centers, predictability is emerging as a competitive advantage and could influence location choices for the next generation of family offices. Latest on Forbes

Open article: How Switzerland’s Vote Could Shape Where The Next 2,000 Family Offices Are Built by hubs.la

How Switzerland’s Vote Could Shape Where The Next 2,000 Family Offices Are Built

This Sunday morning, I delved into the recent BofA report and appreciated how they offered fresh perspectives on how succession might impact family office operations. Here's my take on Forbes -

Open article: The Coming Family Office Succession Wave Ushers In Structural Changes by hubs.la

The Coming Family Office Succession Wave Ushers In Structural Changes

A couple of weeks ago I started looking into some of our Simple data on noteworthy investments into the WealthTech space to try connect some of the growth dots. Today, along with Asseta AI’s announcement of their latest funding, here’s some insights into what’s been going on.

More here 👉 https://hubs.la/Q03TLW_H0

#wealthtech #familyoffice #funding

Open article: The ‘System-Of-Intelligence’ Bet: What’s Getting Funded In WealthTech by hubs.la

The ‘System-Of-Intelligence’ Bet: What’s Getting Funded In WealthTech

Two sides of Slush. 
Great to catch up with our friends and partners from around the world who make it over for their annual sauna fix with 13000 others. IYKYK

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Sliding into Helsinki for Slush this week. Who's in town? ❄️

taplio

The Battle

Akhil Lodha

Francois Botha

Followers

Posts

Engagements

Likes

Performance ScoreFrancois Botha's LinkedIn Performance

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taplio

The Battle

Akhil Lodha

Francois Botha

Followers

Posts

Engagements

Likes

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);}Francois Botha's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreFrancois Botha's LinkedIn Performance