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

Altruist

Sales Executive

Addepar

Senior Product Specialist

Senior Sales Executive

AdvisorPeak, Inc

VP of Sales

Fringe Benefit Analysts

401k Advisors Intermountain

Client Service Director

First Western Advisors

VP of Investments

Titan Retirement Services, LLC

Owner, Managing Member

Prime Advisors, LLC

Research Analyst

Experienced sales professional providing sales growth, forecasting, and sales leadership. I have spent most of my career in the finance industry. First as an advisor, then in FinTech, and now in Custody. I love helping RIA's, individuals, teams, and companies find solutions that make them more successful.

Outside of work I love spending time with my wife and daughters having family dance parties and enjoying everything outdoors.

Jordan Deru

taplio

The Battle

Akhil Lodha

Jordan Deru

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?