Strad

Customer Engagement Platforms · Florida, United States · 1-10 Employees

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Overview

Headquarters

8205 Natures Way Unit 219, Lakewood Ranc...

Phone Number

(516) 801-4931

Revenue

<$5 Million

Industry

Customer Engagement Platforms Software
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Strad

Strad Pro offers a cloud-enabled virtual family office operating system designed for Registered Investment Advisors (RIAs) and financial professionals. The platform provides a comprehensive solution for managing family offices, streamlining collaboration among advisors, attorneys, tax advisors, and insurance agents. Strad Pro aims to enhance client experiences by offering a unified data hub and a secure client portal, making it accessible for families of all wealth levels. With integrated AI features, Strad Pro helps advisors efficiently manage client information and workflows, ensuring a cohesive family-office experience.Explore more
Strad's Social MediaPopular SearchesStradStrad ProfessionalWinston-Salem ViolinsSIC Code 73,737NAICS Code 51,513Show more

Strad Org Chart

PhoneEmail
RB
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Executive VP, Corporate Development

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Business Development Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strad

<$5M
1-10
Private
-
-
RB
Richard BenoitExecutive VP, Corporate Development
$6.1M
11-50
Private
-
2005
<$5M
1-10
Private
-
2000
SC
Sandra ComasVice President
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
2005
AO
Andrea Olsen-CondonPresident & Chief Investment Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Strad is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Strad is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Strad.

Strad Tech Stack

Top Customer Engagement Platforms Companies

Frequently Asked Questions Regarding Strad

What is Strad's official website?
Strad's official website is www.strad.com
What is Strad's Revenue?
Strad's revenue is <$5 Million
What is Strad's SIC code?
Strad's SIC: 73,737
What is Strad's NAICS code?
Strad's NAICS: 51,513
How many employees does Strad have?
Strad has 1-10 employees
What industry does Strad belong to?
Strad is in the industry of: Customer Engagement Platforms, Software
What is Strad competition?
Strad top competitors include: CastleKeep Investment Advisors, Arque Capital, Tanglewood Family Office, Holliger Financial Consultants
What technology does Strad use?
Some of the popular technologies that Strad uses are: WordPress.org, PHP, Cloudflare Website Optimization, HubSpot Marketing Free
How do I contact Strad?
Strad contact info: Phone number: (516) 801-4931 Website: www.strad.com
What does Strad do?

Strad Pro offers a cloud-enabled virtual family office operating system designed for Registered Investment Advisors (RIAs) and financial professionals. The platform provides a comprehensive solution for managing family offices, streamlining collaboration among advisors, attorneys, tax advisors, and insurance agents. Strad Pro aims to enhance client... experiences by offering a unified data hub and a secure client portal, making it accessible for families of all wealth levels. With integrated AI features, Strad Pro helps advisors efficiently manage client information and workflows, ensuring a cohesive family-office experience.Read More

What are Strad social media links?
Strad Linkedin page
Is Strad a public company?
Strad is private company therefore does not currently have an official ticker symbol
See more information about Strad

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