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

Acquisition-driven RIAs rarely struggle with deal flow.

They struggle with integration.

If onboarding a new firm takes days of manual reconciliation, growth eventually stalls.

Creekmur saved 50–200 hours per acquisition transition once risk alignment became systematic instead of manual.

M&A doesn’t break firms. Fragmented infrastructure does.

CEO at StratiFi - AI & Compliance for Wealth Management

M&A is a growth strategy — until onboarding becomes the bottleneck.

Creekmur Wealth Advisors nearly doubled acquisitions and advisors in one year. Their existing risk tools couldn’t keep up.

Before StratiFi:
- Poor interoperability across systems
- Manual portfolio risk reconciliation
- Time-intensive acquisition transitions
- Limited capacity to absorb new firms 
- Hours spent organizing data instead of advising clients

After centralizing risk and compliance with StratiFi, Creekmur now:
✅ Manages 6K accounts and $1B in assets from one dashboard
✅ Supervises 14+ advisors with ongoing risk alignment
✅ Completes client risk assessments in minutes
✅ Saves 50–200 hours per acquisition transition

Risk alignment is no longer a manual event. It’s an embedded workflow.

When acquisition velocity increases, infrastructure has to keep pace.

Read more at the link in the comments 👇

At scale, supervision has to be system-driven, not spreadsheet-driven.

Kingsview hit that inflection point at $8B AUM, 100+ advisors, and 30K+ accounts. With StratiFi Technologies Inc, they moved from manual drift reviews and paper RTQs to real-time oversight and a single dashboard.

Sharing the results below, plus the full case study.

At $8B AUM and 100+ advisors, spreadsheets stop being “good enough.”

Before StratiFi, Kingsview Partners relied on manual drift reviews and paper RTQs to supervise 30K+ accounts.

After implementing StratiFi:
✅ Identify portfolio drift 4x faster
✅ Supervise 100+ advisors from one dashboard
✅ Monitor 30K+ accounts in real time
✅ Eliminate compliance bottlenecks

When growth accelerates, manual oversight breaks.

Full case study at the link in our comments.

The SEC released its 2026 examination priorities on November 17, 2025.

For investment advisers, the focus is unmistakable: fiduciary duty, conflicts of interest, and whether your compliance program actually works.

Not whether it exists. Whether it works.

Here is what examiners will be testing:

→ Whether your investment advice aligns with clients' objectives, risk tolerances, and liquidity needs

→ Whether your firm is identifying and disclosing conflicts of interest that affect the impartiality of your advice

→ Whether trading activity demonstrates best execution

→ Whether your compliance policies are implemented, enforced, and monitored on an ongoing basis

The SEC is also examining how firms use and represent AI capabilities. But the core exam focus has not changed. It is still about fiduciary duty, suitability, and active supervision.

And this is where I see the biggest gap across our industry.

Many compliance teams today are reviewing accounts manually, pulling data from multiple systems, and running periodic reviews that leave gaps between each check. When an examiner asks, "How were you supervising this account between your last two quarterly reviews?", too many firms do not have a good answer.

This is the problem we built StratiFi to solve.

ComplianceIQ continuously monitors every account for Reg BI violations, mutual fund share class issues, cash and position concentration breaches, suitability gaps, and trading activity anomalies. Each flag comes with specific violation details, recommended actions, and the documentation a compliance team needs for regulatory review.

PRISM, our risk analysis engine, scores portfolio risk on a 1-10 scale using institutional-grade methodology, including Value-at-Risk metrics, concentration analysis, and factor exposures. When a portfolio drifts from a client's investment policy or risk tolerance, the system flags it in real time.

The SEC is telling firms that compliance programs need to demonstrate active, ongoing supervision. Not quarterly snapshots. Continuous oversight.

That is what the regulatory environment demands. And that is what we built.

What is the biggest compliance monitoring challenge your firm is facing heading into exam season?

#SECExam #ComplianceMonitoring #RIACompliance #WealthManagement #RegBI #ComplianceTech #RegTech

CEO, Storytold | Your story should generate revenue while you sleep. | Top 1% LinkedIn Storyteller | Real authority that drives deals.

You’re busy running a company. You don’t have hours to spend on LinkedIn trying to guess what to post, why nobody responds, or how everyone else seems to be growing while you stay stuck.


That’s where Storytold comes in.


We turn your LinkedIn into a powerful lead engine, with almost no extra work from you.

We write your posts, rebuild your profile, create your content, grow your audience, and help you show up as the leader people want to follow.


All you do is talk with us for an hour a week, and approve what we create.


We handle everything else. Suddenly, your wasted 20 hours a week coming up with new ideas and writing content, just went down to 1 hour per week.


With Storytold, you get:

→ More time back each week

→ More trust from your audience

→ More leads without chasing anyone

→ More visibility with the people who matter

→ More momentum than you’ve ever had on LinkedIn


Our proven system works because it’s built on psychology, storytelling, and years of results with CEOs and world-leading companies.


If you’re tired of posting and getting nothing…

If you want LinkedIn to actually bring in clients…

If you want to look, sound, and perform like the expert you already are…

Book a call with us:   →  cal.com/storytold

Let’s get your story told.

Jack Dyer🕺

If your outreach feels cold, it’s usually because your presence is.

People say outreach is quantity.
More connection requests.
More messages sent.
More follow-ups.
Copy/paste.

And then wonder why replies are slow
or their new conversations go nowhere.
Because from the other side, it's COLD.

There’s no context. No recognition.
No reason to engage beyond curiosity.

Outreach works differently when someone already knows who you are.

When they’ve seen your thinking.
When they recognise your name.

When they understand what you stand for before you ever land in their inbox.

That’s not luck. That’s clever positioning.
We spend a lot of time shaping that layer.

Making sure businesses aren’t only visible, but recognisable.

So when outreach happens, it doesn’t feel like an introduction.
More like a continuation.


That’s how we approach growth at Storytold™
Build recognition first, then start the conversation.
When trust is already built up with your audience.

One of the best things I’ve learned in my 30s?


The magic is never in the plan.
It’s always in the unexpected!

→ The out-of-the-blue invites.
→ The random conversations.
→ The yeah why not? moments.


That’s where LIFE actually happens.
And here's a perfect reminder of this.

Natasha Foulke and I were live on Radio Cardiff because we met the amazing Tash Sanganoo at an event and she liked us.

Whenever something wonderful happens,
I can usually trace it back to meeting
and connecting with someone:

→ Met a designer at awwwards. in San Francisco, who invited me to check out her company in Chicago a week later. Then worked together.

→ Met the wonderful Alex Beeching on #LinkedIn, who recommended Dionne, who recommended Vanessa, who now prints all our branded merch!

→ Went to a networking event in London, met the host of the event Gabrielle, who’s now our newest writer at Storytold™

→ Even met my best friend by playing a laptop game in school - the same game that he recognised and sat next to me to play.


None of these things were planned.
But it all changed life for the better.
This post is just your reminder that:
YOUR NETWORK IS POWERFUL.


Not just business.
for joy, for adventures.
For stories to tell for years.
Say yes to things, talk to people…
And you'll see the benefit. Trust me.


I'm Jack. Natasha, Gabby and I help Leaders 
like you post less but earn more on #LinkedIn. 

Let's keep these unexpected opportunities going.

A strong website explains what you do. BUT AUTHORITY is what makes people want you.


Most businesses focus on getting the site live.
Pages written. Design signed off. Job done.

But after that, something important is missing.
There’s nothing reinforcing your message.

Nothing building recognition, or keeping you
front of mind once someone clicks away.


So your site exists… but your clients don't come.


Authority doesn’t live on a single page.
It’s built through repeated exposure.
Showing up in the right places like
#LinkedIn, with the same intent.

That’s how people arrive at a
website already convinced.
So this is where we focus.
Building your *authority*


Shaping how businesses show up publicly.
Defining what they need to be known for.

Writing stories that reinforce your position
day by day, week by week, so your website
stops doing all the heavy lifting on its own.

The result is simple. People don’t land cold.
They arrive with context. With confidence.
With a sense of who they’re dealing with.


Websites explain. Your authority *convinces*.


That’s the result of working with Storytold™
So trust is built repeatedly with your audience.
You get more sales, when you get your story told.

I don't have a university Degree.
I didn't inherit generational wealth.
And honestly, my clients don't care.


Everything I am today, I learned
the hard way. From the ground up.

And along the way, I learned something
that frustrates Leaders like me and you:

You can have the best credentials,
the best experience in your industry,
and post about it every damn day.

But without personality, nobody cares.
I’ll say louder for the people in the back.
NOBODY CARES ABOUT YOUR AWARDS.


Why?


They care about two things:


1️⃣  Your vibrant personality
2️⃣  How you can help them.


For example, here’s how I help people:


🤯 You waste 30h a month posting on LI
🕺  Meet us 1hr a week. Save 26h / month

🤯 You post about credentials. Get 4 likes
🕺  We post your outcomes. Book 4 LEADS

🤯 Your website & LinkedIn look confused
🕺  We make you coherent, clear, & craved

🤯 Your peers seem to grow lots. You don’t
🕺  We strategise. You grow 2k each month

🤯 You miss opportunities without realising
🕺  We attract deals to you, all on LinkedIn


And not once do we post about your degree.


If you’re ready to let your actions make
you successful, and you want a partner
who actually cares about your success...

Request a private call with me:
https://lnkd.in/eZZ8j7ZF

Post less, earn more,
get your Storytold™

– Jack

For International Women’s Day I’m celebrating the incredible women of Storytold.


Today I can tell you how inspiring they are
(and for it only to sound a LITTLE cringe).

Not as a tickbox exercise or because I’m trying to look good. But because they work incredibly hard, they’re extremely caring and they truly believe in our vision: to help leaders get their story told.

But more than that. One of them
(you know who you are) believed
in me before Storytold™ existed.

She’s the reason we’re here today.

Also 75% of our clients are female,
leaders from the UK and the USA,
and all are excellent at their craft.

Just like my team are excellent at ours.

These incredible women help you get your story told.

And as far as I’m concerned, they should be celebrated every day.

Many businesses think that once they’re online, the job’s done.

People can find you on LinkedIn you. Your name shows up.

There’s a page with what you do and how to contact you.

That’s not enough.

You need a REASON for people to connect from you.
To decide whether you're a credible authority...
or whether they move on to the next option.
It’s where your reputation is judged.
Not just by how it looks
But by what it says.

If you're telling stories,
you're speaking directly to the heart.
You're touching their emotional, decision-making core.

And you're making more sales.

That's why I founded Storytold™

That's what my team do for you, every day.

Why Storytelling is the most powerful thing on LinkedIn

How I realised the most dangerous place to be is in my own head.



In 2023 I’d draft a post
when I had time, feel like
an imposter, and hit delete.

I’m an introvert, so I didn't know
how to share my knowledge here
without sounding like a narcissist.

I saw so many leaders sign deals on
LinkedIn, I knew it was the place to be.
But I couldn’t get out of my own head.

Every day I stayed quiet, others were
signing opportunities that I wanted.

It was frustrating. I knew the more
I stayed quiet and invisible, the
more my silence cost me.


By January 2024,
I’d had enough.
I said F%CK it.
I’m doing this.


I realised I didn't need
to be a content creator.

I needed a system to
share my perspective,
and attract others who
aligned with my values.

So I built Storytold™


✅  We build your reputation,
❌  so you can focus on leads.

✅  We extract your message,
❌  so you don't have to think.

✅  We share your experience,
❌  so you don't look arrogant.

✅  We own the daily operations,
❌  so you can own your authority.


I built this company to solve my own
invisibility, and went from 740 friends
to 55,000+ peers following in 2 years.

If you’re tired of being the best-kept
secret in your industry, stop trying to
think your way out of it. Start operating.

I’m Jack. I help leaders get out of their own heads and into the market. Request a Private Authority Call via the link in my profile.

P.S. I’ve created free PDFs for you:
👉 https://lnkd.in/dmvUzSts

Here’s why commenting on LinkedIn is the biggest advantage you’re not using right now (and how to change that):


Are you commenting on LinkedIn or just posting and ghosting?

Comments are an underused powerhouse that grow your authority on LinkedIn when done properly. Here’s a guide to top-notch comments.


❌ They aren’t JUST seen by the post author.
✅ Your full network can see your comments.

❌ Are your comments pushing people away
✅ Or opening a door to connect with you?

❌ Are you just replying to the post author,
✅ Or opening up a dialogue with everyone?

❌ Are your comments one-word platitudes,
✅ or adding value & sharing a perspective?

❌ Comments should reflect who you are!
✅ Let your personality shine. Be ‘likeable’.

❌ Commenting isn’t pointless or ‘just fluff’
✅ It helps you build a habit of connecting.

❌ Comments aren’t just for the post...
✅ They’re mini prospect sales pitches!

❌ Are your comments about you, or
✅ or helping others learn something?

❌ A comment isn’t just a comment.
✅ It’s a mini post! Make them count.

Your ideal client may be reading your comment.
Your reputation is on the line.
So don’t half-arse it.

BTW, here’s a FREE guide to seeing LinkedIn
as it truly is: A public record of your reputation:
👉 https://lnkd.in/eU4QQ-wf

Post less & earn more.
Get your Storytold™

Why are you here?
What do you want to get out of linkedin?


❌️ are you posting to look good?
✅️ or to share your knowledge?

❌️ are you commenting for attention?
✅️ or to add a meaningful perspective?

❌️ are you on here to socialise?
✅️ or to generate more revenue?


If you answered ✅️ to each, you're a Leader. 
Whether your audience realises yet or not. 
Now you just need to be visible.

It's not enough to "post and ghost".
You have to be on LinkedIn 24/7 to grow a following.
Then you have to provide consistent value, to monetise it.

Storytold™ exists to help you monetise your LinkedIn,
without having to be on LinkedIn 24/7 yourself.
Post less, earn more, get your story told.

Not convinced? Read our testimonials:
https://lnkd.in/ebZmYAtN

It all starts with a call:
https://lnkd.in/eZZ8j7ZF

Your audience trusting you, and then buying from you, isn't like flicking on a light switch.


A CEO left a comment on my post yesterday
that completely hit the nail on the head:
"Authority is built with a lot of reps."

He is 100% right.

Nobody walks into a gym,
lifts a dumbbell just once,
and walks out ripped.
(I wish)

And nobody writes one post on LinkedIn and suddenly becomes an industry icon. Trust, like muscle mass, takes determination, hard work, consistency, repetition, and time.

You have to prove yourself over & over again with every post until the market believes you. And no matter how much you wanna post, a CEO doesn’t have time to do it properly.

You’ll be inconsistent, even with a marketing department. And like at the gym, inconsistent bursts of energy don’t get you anywhere, they just make you tired.


That is exactly why I built Storytold™


Brilliant leaders are losing deals
because they simply don't have
the hours in the day to show up.

We're the system that puts in the reps for you.
We do the heavy lifting to grow your authority,
without sapping a single minute of your focus.

You bring your career expertise.
My team and I bring consistency.

Want clients? Get your story told.
→ https://lnkd.in/eZZ8j7ZF


P.S. I don’t go to the gym. I’m too busy making leaders like you ripped instead.

Delivery isn’t the same as demand.

You can build something exceptional, yet still struggle to generate consistent enquiries. This is a problem businesses come to us with regularly.

They invest in the asset...

→ The website.
→ The product.
→ The service.

It’s well built. 
It’s professional.

But there’s no demand engine around it.

❌  No consistent messaging.
❌  No reinforcement of the problems it solves.
❌  No ongoing visibility that keeps the business front of mind.

So the work exists… but attention doesn’t.
And without attention, there’s no attraction.

That’s the gap most businesses underestimate.
They assume the asset itself will carry the weight.
In reality, demand is built before anyone ever clicks.

It’s built when your audience keeps seeing you
speak directly to the problems they recognise.

When your message shows up consistently enough
that they understand what you do and where you fit.

When your name comes to mind
BEFORE they’re actively looking.

That’s where we operate.

Not just helping businesses “show up”,

but shaping how they’re perceived when they do.

✅  What they’re known for.
✅  What they’re consistently associated with.
✅  Why someone would think of them first instead of second.

When demand is built properly, the website converts faster.
Outreach becomes warmer. Sales conversations start ahead.

Delivery gives you something to point at.
Demand gives people a reason to care.

That’s the layer we build at Storytold™
The work that makes sales land faster.

If we don’t grow your audience by 5,000 followers in 4 months… you get your money back.


Yep. You read that right.
You invest for three months.
We deliver measurable growth.
Or you walk away with your money.

Your business needs visibility to succeed.
We guarantee your success at Storytold™

👉  https://lnkd.in/eZZ8j7ZF

Want to leverage LinkedIn into sales? Get your story told. 

Storytelling is universal.
It's what connects us all. 

And most businesses aren't telling stories.

Why? 

Because telling a great story is more than just "this is our service" and "this is what we do".

It takes skill. Emotion. Crafting a narrative around your brand. 

And if you want to do it well, you need to know what you're doing. 

My team do. 
Message me to get started. 
We'll get your Storytold™

When you go on a first date, do you ask for their number before they’ve even said hello?


I’m not very good at sending DMs.
But I know how NOT to send them.

Coming in hard and fast (phrasing)
is a sure way to turn off the reader.

I’m NOT exploring how companies
streamline their formation and ops.

I don’t want an automated AI agent
to run a global compliance solution.

And claiming something about the
company that isn’t true, won’t work.

And the CTA ‘softening' to position
it for my clients, won’t work either.

Trust needs to be built in the DMs
before we dive into a relationship.

And I don’t think an AI Agent can
build that trust. Not now, not ever.

People buy from people. Humans.
Those few we know, like and trust.

So if you’re looking for a partner to
get your story told, that may be us.

I will never sell to you cold like this.
I’ll see if a conversation would help.

Then if it’s not the right time to work
together, I’ll send helpful, free PDFs.

And maybe 6 months later, I’ll have
earned your trust. That’s ok with me.

Storytold is a partnership. We grow
your brand for YOU… not our egos.

Our partnerships start from £1,750.
Discounts for the right fit are available.

Let’s increase your Authority  ➝  grow
your reputation  ➝  get your Storytold™



P.S. here are the free assets I mentioned:
https://lnkd.in/dmvUzSts

taplio

The Battle

Akhil Lodha

Jack Dyer🕺

Followers

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Performance ScoreAkhil Lodha's LinkedIn Performance

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The Battle

Akhil Lodha

Jack Dyer🕺

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);}Akhil Lodha's LinkedIn Performance

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Performance ScoreAkhil Lodha's LinkedIn Performance