Strata Financial Services

Business Services · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

1515 Mockingbird Ln, Charlotte, North Ca...

Phone Number

(704) 598-7153

Revenue

<$5 Million

Industry

Business Services Software Testing Project Management
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Strata Financial Services

Strata is a financial services consulting firm that serves as a strategic partner to asset managers, asset owners, and asset servicers aiming to transform their business operations. They offer a range of services including Aladdin implementations, eFront and alternative investments, data analytics, and investment compliance. With a team of industry practitioners, Strata provides market-leading expertise in data and technology to drive actionable insights for their clients. Their focus on delivering high-impact results through collaboration and innovation positions them as a key player in the investment industry.Explore more
Strata Financial Services's Social MediaPopular SearchesStrata Financial ServicesStrata Financial Services Consulting LtdStrataStrata FSCSIC Code 73,737NAICS Code 54,541Show more

Strata Financial Services Org Chart

PhoneEmail
MF
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Senior Manager

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RA
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Senior Manager

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SB
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Senior Manager

PhoneEmail
PM
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Consultant, Manager. Implementation

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NV
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Project Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strata Financial Services

<$5M
11-50
Private
-
2019
MF
Matthew FordyceSenior Manager
$5.6M
51-200
Private
-
2016
TO
Tetsuo OchiPartner & CEO
<$5M
11-50
Private
-
1999
N/A
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Strata Financial Services is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Strata Financial Services is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Strata Financial Services.

Strata Financial Services Tech Stack

A closer look at the technologies used by Strata Financial Services

Strata Financial Services News & Media

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Frequently Asked Questions Regarding Strata Financial Services

What is Strata Financial Services's official website?
Strata Financial Services's official website is www.stratafsc.com
What is Strata Financial Services's Revenue?
Strata Financial Services's revenue is <$5 Million
What is Strata Financial Services's SIC code?
Strata Financial Services's SIC: 73,737
What is Strata Financial Services's NAICS code?
Strata Financial Services's NAICS: 54,541
How many employees does Strata Financial Services have?
Strata Financial Services has 11-50 employees
What industry does Strata Financial Services belong to?
Strata Financial Services is in the industry of: Business Services, Software Testing, Project Management
What is Strata Financial Services competition?
Strata Financial Services top competitors include: MCP Asset Management, Delphin Investments, Journey Capital Advisers, Money Manager
What technology does Strata Financial Services use?
Some of the popular technologies that Strata Financial Services uses are: PHP 5.6, WooCommerce, WordPress.org, PHP
How do I contact Strata Financial Services?
Strata Financial Services contact info: Phone number: (704) 598-7153 Website: www.stratafsc.com
What does Strata Financial Services do?

Strata is a financial services consulting firm that serves as a strategic partner to asset managers, asset owners, and asset servicers aiming to transform their business operations. They offer a range of services including Aladdin implementations, eFront and alternative investments, data analytics, and investment compliance. With a team of industry... practitioners, Strata provides market-leading expertise in data and technology to drive actionable insights for their clients. Their focus on delivering high-impact results through collaboration and innovation positions them as a key player in the investment industry.Read More

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

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