Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
StratiFi pricing
Short answer: Per StratiFi's pricing page (checked October 22, 2026): From $5,995/yr. All 3 listed plans and options are below.
StratiFi plans and prices
| Plan | Price | Note |
|---|---|---|
| Essential | $5,995/year | unlimited licenses; includes 500 accounts |
| Premium | $16,995/year | custom RTQ and fact finder, firmwide analytics, team branding; 1,500 accounts |
| Platinum | $39,995/year | enterprise customizations, dedicated relationship manager; 4,000 accounts |
Prices as of October 22, 2026, in USD, as listed on StratiFi's pricing page. Vendors change prices often; confirm before you buy.
- All plans are annual subscriptions paid once a year. Additional account packs can be added to any plan.
What drives your StratiFi bill
- Annual billing or an annual term applies to some or all plans.
Before you buy
- Pricing is by account count; estimate how many accounts you'll analyze.
- Ask about the API if you want to connect other tools.
- Check the IPS and e-signature workflow against your compliance process.
StratiFi pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| StratiFi | From $5,995/yr | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| Kwanti | From $195/user/mo | 14-day free trial; no credit card required. | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
| YourStake | From $600/seat/yr | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Addepar | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: StratiFi review · StratiFi alternatives · Best portfolio analytics and proposals tools
Get a StratiFi demo
Tell us a little about your firm and we'll pass your request to StratiFi's team. Free, no obligation.
Get one practical AI-for-advisors email a week
Weekly: the newest AI tools for advisors, in 3 minutes.
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Confirms on our beehiiv page. Free, no spam, unsubscribe anytime. What you'll get
FAQ
How much does StratiFi cost?
Essential: $5,995/year; Premium: $16,995/year; Platinum: $39,995/year. Prices as of October 22, 2026.
Does StratiFi have a free plan or trial?
StratiFi's pricing page doesn't list a free plan or trial as of October 22, 2026. Ask the vendor about demos or pilots.
What should I ask StratiFi about pricing?
Pricing is by account count; estimate how many accounts you'll analyze. Ask about the API if you want to connect other tools. Check the IPS and e-signature workflow against your compliance process.