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Akhil Lodha

CEO

San Francisco, California, United States15 yrs 9 mos experience

Most Likely To SwitchAI Enabled

Key Highlights

Founder of AI-driven wealth management platform
Over 12 years in investment risk management
Strong academic background from IIT Bombay and CMU

Stackforce AI infers this person is a Fintech leader specializing in AI-driven investment solutions.

Contact

Skills

Core Skills

Quantitative FinanceMachine LearningDerivativesFinancial EngineeringElectronic TradingMarket Making

Other Skills

AI-powered workflowsinvestment managementoptions overlaysclient investment outcomesonline hedge fund platforminvestment technologyOptions Market MakingSystematic TradingAlgorithmic TradingStatistical ArbitrageOptionsREquity DerivativesTrading SystemQuantitative Analytics

About

Akhil Lodha is the CEO and Founder of StratiFi Technologies, a company that provides an AI-powered platform to streamline investment workflows for wealth managers. With a strong background in quantitative finance, Akhil has over 12 years of experience in managing investment risk, having previously worked at Citigroup and led a $400M asset management firm. His academic credentials include a degree from the Indian Institute of Technology (IIT Bombay) and Carnegie Mellon University (CMU). Akhil’s vision with StratiFi is to unlock financial freedom by helping people secure their future.

Experience

15 yrs 9 mos

Total Experience

3 yrs 11 mos

Average Tenure

4 yrs 4 mos

Current Experience

Stratifi technologies inc

Founder & CEO

Jan 2022 – Present · 4 yrs 4 mos · San Francisco Bay Area

AI-powered workflows for wealth management

AI-powered workflowsinvestment managementQuantitative FinanceMachine Learning

Stratifi asset management

Co-Founder & CEO

Jan 2016 – Dec 2021 · 5 yrs 11 mos · San Francisco Bay Area

Asset manager using options overlays to improve client investment outcomes

options overlaysclient investment outcomesQuantitative FinanceDerivatives

Sliced investing

Co-Founder & CTO

Jun 2014 – Dec 2015 · 1 yr 6 mos · San Francisco Bay Area

First online hedge fund investing platform for individuals

online hedge fund platforminvestment technologyFinancial EngineeringElectronic Trading

Motif investing

Associate, Investment Products And Analytics

Jan 2014 – Jan 2014 · 0 mo

Citigroup

Quantitative Analysis and Trading

Jan 2010 – Jan 2014 · 4 yrs

Options Market Making / Systematic Trading.

Options Market MakingSystematic TradingMarket MakingQuantitative Finance

Investment technology group

Summer Intern

Jun 2009 – Jul 2009 · 1 mo

Algorithmic Trading

Algorithmic Trading

Aia

Summer Intern

Jun 2007 – Jul 2007 · 1 mo

Education

Y Combinator

Jan 2014 – Jan 2014

Carnegie Mellon University

MS — Computational Finance

Jan 2008 – Jan 2009

Indian Institute of Technology, Bombay

Dual Degree (BTech & MTech) — Computer Science and Engineering

Jan 2003 – Jan 2008

University of Waterloo

Summer Intern — Computer Science

Jan 2006 – Jan 2006

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