Founded in 2023 in New York, Stratiform is reimagining the future of investment research and portfolio management through the transformative power of artificial intelligence. At the intersection of machine learning and finance, we build systems that automate, enhance, and evolve the way financial insights are generated and used.
We leverage state-of-the-art large language models (LLMs) to automate the analysis and structuring of complex financial documents—including 10-Ks, 8-Ks, and corporate financial reports. Our proprietary natural language processing pipelines extract key insights and transform unstructured data into decision-ready intelligence.
Our flagship initiative, FactorAI, is an autonomous research system designed to discover, adapt, and evolve investment factors. It delivers dynamic asset allocation strategies and active factor signals—built entirely through AI-driven learning, without human input.
We work closely with several East Coast family offices to integrate AI into portfolio construction and monitoring workflows. From real-time asset allocation to intelligent risk alerts, our solutions empower next-generation portfolio intelligence.
