Enterprise-grade software solutions, automations and system integrations backed by an in-house technology team tailored specifically for your needs.

Personalized, simple, and secure.

Every client has their own objectives and technology hurdles. That’s why we’ve created a painless and adaptable onboarding experience to make the transition as easy as possible. We’ll conduct an in-depth analysis of your needs, allowing us to ensure that you get the most out of our tech along with your existing systems.

Combining proprietary software and best-in-class third-party solutions, Strata’s technology stack provides superior customization, tailored solutions, powerful integrations, and robust reporting.

Tailored Portal

Customize your online portal with modern, white-label branding and powerful reporting and analytics.

In-House Development

Our in-house tech team provides custom development and integrations with your platform. Your tech, your way.

Portfolio & Investment Analytics

Secure access to desktop and mobile-friendly analytics and metrics.

Platform Integrations

Our suite of software solutions allow us to integrate with the industry’s leading platforms.


Our dedicated IT team proactively identifies and solves security risks before they become a problem.

“Strata is flexible and always willing to tailor their services to our specific needs.”

Sierra Smith, VP of Operations | Leavitt Partners

Let’s talk about your company's needs

Is Strata the right fit for you? Let’s have a conversation about your goals.