Strad
Curated by SignalPortfolio management platform enhancing wealth management for financial professionals.
Overview
Strad is a fintech company that offers a portfolio management platform aimed at wealth managers. The platform, referred to as Strad Professional, integrates technology to support investment strategies and client outcomes. It facilitates collaboration between financial professionals and clients, catering to a range of client wealth levels. Strad utilizes artificial intelligence and machine learning to analyze market data, assess risk, and identify investment opportunities, which allows for customized portfolio management. Additionally, the platform provides real-time analytics for asset allocation and performance metrics, and it addresses regulatory compliance. Strad has completed a SOC 2 audit, indicating a focus on data security for financial professionals.
Key facts
- Founded
- 1996
- Headquarters
- Lakewood, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Open roles
1 roleTax Accountant
United States · On-site · Contract
