Wealth Advisors/OCIOs

Lean on Strata for fund administration, investment tracking, accounting, and performance reporting that meets your clients’ needs.

When your business scales, we scale

Strata services are shaped to the realities of your business today and flexible to allow for future growth. Our bespoke approach provides you with what you need when you need it.

We couple best-in-class technology with our internal development services to support your investment management activities.

Fund Administration

Partner with your own Strata team to receive best-in-class service, customized solutions, and actionable insights that can take your back office operations to the next level.

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Alternative Data Management

Strata provides systems and personnel to receive, analyze, and organize your feedback loops, keeping you informed and in control of your data.

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Tax Services

Successfully navigate the complexities of the tax code, avoid regulatory pitfalls, and manage tax filings and returns with the CPAs and Enrolled Agents at Strata.

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Shadow Administration

Whether you discover errors in administrative output or want to ensure accuracy through backup reviews, our services will give you confidence in your accounting.

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“Strata has truly become an extension of our team.”

Jason Johnson, Managing Director | Whitman Peterson

Let’s talk about your company's needs

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

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