Stratiphy Launches AI-Powered Investing Platform
August 7, 2025
Stratiphy has introduced a new AI-driven wealth management platform aimed at making personalised investment strategies accessible to a wider audience. This launch responds directly to investor demand for more control and customisation in portfolio management.
Research cited by Stratiphy shows that 77% of UK investors want greater influence over their portfolios, with the same number highlighting personalisation as essential. Additionally, 67% believe investing should be accessible to all, though many are put off by its perceived complexity.
How Stratiphy Works
The platform leverages artificial intelligence and automation to create investment strategies that adjust to market changes. Its focus is on optimising performance while reducing volatility, helping investors stick to long-term goals and avoid impulsive decisions during market swings.
A key feature is the backtesting tool that simulates 10 years of historical portfolio performance in seconds. This lets users assess how their personalised strategies might have performed, offering a data-driven basis for future decisions. Stratiphy aims to offer professional-grade tools in a simple, user-friendly format.
Addressing Barriers to Investing
Cost and complexity remain major obstacles for many potential investors. Nearly half of UK consumers surveyed (48%) view wealth management tools as too expensive, with this concern rising to 69% among those actively considering investing.
Stratiphy operates on a subscription model that keeps costs lower, targeting individuals who have been priced out of traditional wealth management services. The platform provides transparency and data insights that are uncommon in retail investing tools.
Leadership and Support
Daniel Gold, Stratiphy’s CEO and founder, said, “Investors are dissatisfied with existing wealth management tools that offer limited control and flexibility. Our platform gives investors the chance to create personalised strategies and assess their quality through realistic backtests. This level of transparency and accessibility is a step forward for retail investors.”
Gold added, “There’s strong demand for simple tools that help people build portfolios aligned with their goals, whether saving for a home deposit, paying off debt, or planning retirement. Our aim is to provide a personal investment toolkit that manages investments intelligently, allowing everyday investors to invest like professionals.”
Stratiphy’s development was supported by the NatWest Accelerator programme, which provided coaching, community access, and workspace. Luke Pamflett, the programme’s community manager, congratulated the team on their launch and praised their commitment to growth.
Further Learning
For finance professionals interested in AI tools and automation in investing, exploring relevant courses can provide valuable skills. Resources such as Complete AI Training’s finance AI tools offer practical insights into AI applications in wealth management and investing.
Your membership also unlocks: