StratFI
Finance · Delaware, United States · 1-10 Employees
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Overview
Headquarters
1201 N Orange St Ste 742, Wilmington, De...Phone Number
(302) 884-6742Website
www.stratfi.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About StratFI
StratFI is an independent investment management firm that provides personalized services including investment management, retirement planning, and portfolio consulting. They cater to growth-oriented professionals, retirees looking to simplify their investments, and institutions seeking award-winning strategies. The firm emphasizes a forward-looking investment philosophy, prioritizing clarity and insight over complexity. With a disciplined approach and a focus on long-term foresight, StratFI aims to help clients achieve financial independence and confidence in their investment journeys.Explore more
StratFI Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
StratFI is experiencing very low activity levels compared to other companies in the Finance sector.
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StratFI is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about StratFI.
StratFI Tech Stack
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StratFI News & Media
ARC, Inc. Wins $15 Million U.S. Air Force STRATFI Contract
WASHINGTON--(BUSINESS WIRE)--Armaments Research Company, Inc. (ARC) announced today selection for an AFWERX Strategic Finance (STRATFI) contract award in partnership with the Air Force Special Operations Command (AFSOC). This award extends ARC’s previous human-machine teaming efforts with AFSOC to build a scalable training performance capability for ground personnel. The award secures up to $60 million among government funding, private investment, and matching Small Business Innovation ResearchNAAIM Announces Winners of the 2021 Active Investing Strategy...
The National Association of Active Investment Managers (NAAIM) is proud to recognize James H. Lee of StratFI and Vivek Verma of American Alpha Partners LLC as 2021 winners of the NAAIM Active... (PRWeb July 13, 2021) Read the full story at https://www.prweb.com/releases/naaim_announces_winners_of_the_2021_active_investing_strategy_competition/prweb18058062.htm
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StratFI is an independent investment management firm that provides personalized services including investment management, retirement planning, and portfolio consulting. They cater to growth-oriented professionals, retirees looking to simplify their investments, and institutions seeking award-winning strategies. The firm emphasizes a forward-looking... Read More
