Personalized investment strategies now reachable through the newly introduced Stratiphy Wealth Management Platform, aiming to open avenues for exclusive financial planning.
New AI-Powered Wealth Management Platform, Stratiphy, Launches to Empower Retail Investors
Stratiphy, a groundbreaking AI-powered wealth management platform, has recently been launched to democratize access to advanced investment tools for retail investors. The platform empowers everyday investors to take control of their portfolios by offering hyper-personalised investment strategies that dynamically adjust to market conditions, tailored to their individual goals and risk tolerance.
The platform has received support from service providers such as Factset, CBOE, NVidia, and Crowdcube during its development. Stratiphy's CEO and Founder, Daniel Gold, expressed dissatisfaction with existing wealth management tools' limited control and flexibility. He saw an opportunity to provide more control over long-term financial management to retail investors.
Stratiphy's platform allows investors to create personalized investment strategies and offers an automated investing toolkit featuring AI-driven strategy automation and a backtesting function. This feature simulates up to 10 years of historical portfolio performance within seconds, allowing users to make evidence-based investment decisions similar to professional investors but in a simple, intuitive format suited for the general public.
The platform helps investors stay disciplined, avoid emotional decisions, and focus on long-term objectives even during volatile markets. It responds to strong demand among UK investors for personalisation and control in managing their investments, reducing barriers for retail investors to build and manage personal portfolios effectively.
According to a recent survey, nearly half of the respondents want help with saving and investing but feel traditional wealth management tools are too expensive. Two-thirds of UK respondents believe everyone should have access to investing tools. Stratiphy's model aims to remove these barriers, providing a significant improvement in transparency, accessibility, and data insights for retail investors.
The platform uses automated strategies that respond dynamically to market changes. It provides tools for assessing the quality of investment strategies through realistic backtests. Stratiphy received regulatory approval from the Financial Conduct Authority (FCA) in 2024.
The launch of Stratiphy has been welcomed by the financial industry. Luke Pamflett, Accelerator Community Manager at NatWest, congratulated Daniel and the Stratiphy team on the launch of their app. Daniel Gold joined the NatWest Accelerator for entrepreneurial support and business scaling opportunities.
Stratiphy's goal is to help everyone improve their investing potential with a personal investment toolkit. It aims to offer a significant improvement in transparency, accessibility, and data insights for retail investors, making sophisticated wealth management accessible for all.
Investors can utilize Stratiphy's platform to create personalized investment strategies, leveraging AI-driven automation for long-term financial management. By offering hyper-personalized investment strategies and eliminating barriers to retail investors, Stratiphy aims to revolutionize finance and wealth-management, providing a more democratized and accessible approach to investing.
