StratiFi

An AI-powered client investment workflow software for wealth managers. That is the short version of StratiFi. Put simply, it is about accepting cards, bank transfers and wallets online or in person.

It makes the most sense for any business that takes money. They also list Finance, Financial Services and FinTech, so expect those to show up in the feature set.

StratiFi is based in San Francisco, California and around since 2022. Their site is stratifi.com.

Before you commit, look at rates, payout timing, chargeback handling, and developer tools. A short pilot with your real data tells you more than any demo.

If you have worked with StratiFi, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.