STRATxAI

Enterprise Model Portfolio Platform.Built For Your RIA.Customizable, white-label infrastructure for aggregators, networks, and platforms.Centralize model management, automate advisor workflows, and operate at scale.Schedule a DemoBuildCompareExplainInsightsYour browser does not support the video tag.Your browser does not support the video tag.Your browser does not support the video tag.Your browser does not support the video tag.Our OfferingPortfolio Intelligence PlatformBuild, customize, and manage model portfolios at scale.Used by: Independent RIAs, Portfolio ManagersCustom Enterprise BuildsA custom-built model portfolio platform for your investment approach and workflows.Used by: RIA Aggregators, Advisor NetworksWhite Label IntegrationsEmbed our API-first engine to power model management and analytics under your brand.Used by: TAMPs, Enterprise RIAsWho We ServeAdvisor Networks|RIA Aggregators|Independent RIAs|TAMPsAdvisory BoardScott MacKillopA TAMP pioneer with nearly five decades of leadership across asset management, wealthtech, and fiduciary services. Founder of First Ascent Asset Management, acquired by GeoWealth in 2023.Mike EverettSeasoned FinTech executive with 25+ years of leadership in portfolio management technology. Former VP at MyVest and InvestCloud, pioneering UMA architecture and tax-aware enterprise solutions.Learn More Client OutcomesCustomization at ScaleCentralize Model ManagementImprove Portfolio OutcomesAutomate Client CommunicationRapid White-Label DeploymentFeatured inTransform How You ManagePortfolios with STRATxAIGet in Touch --- About UsSTRATxAI serves as the core infrastructure powering model management and portfolio customization for enterprise RIAs, advisor networks, and TAMPs. At the heart of our offering is a proprietary AI engine that processes over 8 billion data points daily – enabling advisors to build, customize and manage model portfolios at scale - without the operational overhead.Our TeamWith decades of experience across leading quantitative hedge funds and technology firms, our team is shaping the future of enterprise portfolio management.Dr. Paul CliffordCEOConor NaylorHead of Quant ProductTom NolanHead of EngineeringNicola HudsonHead of StrategyJoe MoriartyHead of Growth & PartnershipsSimran VashishtaFounders AssociateMarjune BatacDevOps EngineerEnda McLoughlinQuant EngineerOur Trusted PartnersSTRATxAI partners with leading investors and institutional data providers, enabling us to deliver adaptive investment solutions with unparalleled precision. --- We value your privacyWe use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.Customize Reject All Accept All Customize Consent Preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show moreNecessaryAlways ActiveNecessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.FunctionalFunctional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.AnalyticsAnalytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.PerformancePerformance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.AdvertisementAdvertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.UncategorizedOther uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.Reject All Save My Preferences Accept AllPowered by ResourcesStay informed with our latest news, articles, newsletters and updates.NewsArticlesNewsletterSTRATxAI Taps Scott MacKillop for Advisory BoardJanuary 30, 2026Industry veteran Scott MacKillop joins STRATxAI's advisory board to help accelerate growth.STRATxAI Features in the US RIA ToolkitJanuary 8, 2026STRATxAI is proud to contribute to the US RIA Toolkit 2026 published by The Wealth Mosaic.Paul Clifford Featured in RIABiz Article on Advisor Tax-Management ModelsDecember 6, 2025STRATxAI CEO shares insights on distribution, AUM flows, and tax-management trends.STRATxAI Selected for Digital Irish Tech Week 2025December 3, 2025Showcasing our vision at one of the leading Irish tech gatherings in New York.Datos Insights Features STRATxAI Scalable Construction ModelNovember 26, 2025Highlighting advisor-controlled systematic portfolio construction.Citybiz: Q&A with Paul Clifford, Co-Founder and CEO at STRATxAINovember 24, 2025Paul Clifford shares insights on building STRATxAI and the future of WealthTech.STRATxAI Joins The Founders Arena WealthTech Accelerator CohortOctober 22, 2025Selected among top global WealthTech innovators applying AI with purpose. --- Portfolio Intelligence PlatformAI-powered investment platform. Built for customization at scale.Portfolio WorkspaceBuild custom client portfolios in a few clicks, compare model portfolios side-by-side, upload existing portfolios for real-time analysis, and blend multiple strategies into risk-aware portfolios – all in one intuitive workflow.Used by Independent RIAs, Portfolio Managers, and Family OfficesInvestment Insights LabPower your security selection and research with actionable insights on 10,000+ stocks, ETFs, and mutual funds. Leverage AI-driven return forecasts, multi-factor rankings, and sector analysis to identify opportunities and make informed decisions.Used by Portfolio Managers, CIOs, and Analysts. Contact us to learn more.BuildConstruct custom portfolios effortlessly - from traditional multi-factor models to adaptive, AI-powered strategies.CompareEvaluate existing client portfolios against new models using intuitive risk-return analytics to identify the optimal strategy for each client.BlendCombine model portfolios, separately managed accounts, and individual securities into unified, risk-optimized portfolios.AnalyzeBacktest hypotheses and inform security selection with quantitative analytics on 10,000+ stocks, ETFs and mutual funds.