Regtech Firm StratiFi Poaches eMoney Exec

James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report

StratiFi Hires Director Of Sales And Business Development To Lead Cultivation Of New Client Relationships

Risk management platform StratiFi announced the hiring of Sarah Gribben as Director of Sales and Business Development. Reporting to CEO Akhil Lodha, Gribben will develop and cultivate customer relationships in her new role.

The firm provides solutions for client risk profiling, portfolio risk analysis and compliance for financial advisors, investment managers and compliance officers at IBDs, RIAs, family offices and institutions, monitoring more than 135,000 accounts with a total of over $50 billion in assets under its risk supervision.

Sarah Gribben, Director of Sales and Business Development, StratiFi

“I’m thrilled to welcome Sarah to the StratiFi team,” said Lodha. “Being able to attract professionals of her caliber to the company is a testament to our vision, growth trajectory and, most importantly, the quality of our platform, which is at once both comprehensive and easy to use. Her record speaks for itself, and I’m so excited to see what she can do to help us take our business to the next level in the coming months and beyond.”

With over two decades of experience, Gribben previously held various roles including Senior Account Manager; VP, Key Accounts; and Director, Advisor Sales during 12 years at eMoney Advisor. Prior to that, she served as an Account Executive in wholesale lending at Village Capital & Investment.

Akhil Lodha, CEO, StratiFi

“I am delighted to join Akhil and the rest of the team at StratiFi,” said Gribben. “Though the fintech marketplace has become increasingly crowded in recent years, advisors and firms have come away underwhelmed by many of today’s risk and compliance software offerings, which often are too expensive, overly complicated and painstakingly manual. StratiFi’s platform presents a wonderful contrast, so I can’t wait to begin engaging customers to tell our story.”

In recent weeks, StratiFi signed agreements to provide services for Ausdal Financial Partners, with approximately $1.4 billion in assets; Gladstone Wealth Partners, with approximately $13 billion; and Ingalls & Snyder, with approximately $6 billion. Its number of accounts and assets under risk supervision increased by over 250% and 200%, respectively, in the past three years.

Lodha added, “At a time when some financial technology providers within wealth management have begun to de-prioritize risk offerings, we have made a conscious choice to put them front and center, believing they are precisely what firms operating within a highly regulated industry need, not just for themselves but for their clients. Sarah’s addition to the team, not to mention our recent flurry of customer wins, underscores that the market is beginning to embrace that viewpoint as well.”

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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