For RIA and Financial Advisory Firms
Give Every Advisor the Power of a Virtual Family Office
One unified platform to deliver an exceptional client experience across your entire firm.
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Welcome to Strad!
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What is Strad?
The Virtual Family Office for RIAs and Financial Advisors
Strad helps advisory firms deliver true family-office-level service by orchestrating people, processes, and decisions across the entire household — without the cost of building a traditional family office.
Orchestrate People
Connect advisors, clients, CPAs, attorneys, and family members in one secure ecosystem.
Streamline Processes
Automate workflows, document management, and task coordination across the household.
Inform Decisions
Provide a complete financial picture with real-time data aggregation and reporting.
What is a Virtual Family Office?
Dedicated staff & physical office
High overhead, limited scalability
$1M+ annual operating cost
Only accessible to ultra-high-net-worth
Serves one family at a time
Can't scale across multiple clients
Complex coordination challenges
Managing multiple advisors manually
Siloed systems & manual processes
Limited technology integration
Technology-powered coordination
Automate what used to require dedicated staff
Fraction of the cost
Family office experience at advisory-firm pricing
Scales across all your clients
Deliver consistent VFO experience to all your clients
Strad is a Virtual Family Office Operating System for RIAs. It's the coordination layer that turns disconnected tools into a cohesive family-office experience.
Strad Family Office is how advisors move beyond being “the investment person” and become the advisor families rely on for everything that impacts their life and wealth.
Run Better Meetings
Everything important is organized in one place—financial, legal, insurance, lifestyle, medical, even family governance.
Create Ongoing Value
Visible involvement and care between reviews—so clients feel your value beyond just performance numbers.
Engage the Entire Household
Become relevant to more than today’s decision-makers by helping families plan and organize across generations.
Premium Without the Overhead
A client-facing experience that delivers a premium level of service—without adding premium overhead to your practice.
In short: you become the household CFO—with a platform that makes it scalable.
Not A CRM
You Already Have a CRM.
Now Get Strad.
Strad doesn't replace your CRM — it sits above it to transform how you deliver value to clients. Strad can be a CRM but a CRM can't be Strad
Traditional CRM
- Tracks contacts and activities
- Internal-facing tool only
- Requires manual data entry
- Siloed from client experience
- No client portal or app
Strad
- Complete financial picture
- Client-facing portal & mobile prospecting tool
- Automated data aggregation
- White-labeled to your brand
- Integrated with your existing CRM
The Numbers Speak for Themselves
Firms using Strad see measurable improvements across key metrics.
40%
reduction in time spent on manual tasks
25%
increase in client retention rates
3x
more client referrals from improved experience
Grow Your Practice
Turn Every Advisor Into a Rainmaker
Rainmaker—our mobile prospecting tool included with Strad.
Rainmaker is built for one outcome: helping you convert a simple conversation in public or at an event and take a prospect to a client faster.
Instead of leading with brochures, performance, or generic planning talk, you can:
Rainmaker is a mobile first growth and networking tool for lead generation and client engagement designed to easily convert prospects.
Lead Capture
Add prospects with just a name and email. Send instant invites to your virtual family office.
Professional Network Builder
Connect with attorneys, CPAs, and insurance agents to build deeper referral relationships.
Differentiate Instantly
Position yourself as a virtual family office, not just another financial advisor.
For Family Operated Businesses
The Missing Layer for Family Enterprises
Family businesses generate $21 trillion globally — yet most platforms treat family owned businesses as an afterthought. Strad allows you to extend that same level of coordination and oversight into the business—through what we call our Business Office—so you can add value where the biggest decisions and risks often live.
Unified Business & Personal View
See operating businesses alongside investments, trusts, and real assets, not as disconnected attachments.
Multi-Generational Governance
Define who sees what and who decides what. Support family boards, councils, and succession planning digitally.
Enterprise-Wide Collaboration
Family members, executives, CPAs, attorneys, and advisors operate from one shared system of record.
If you advise business owners, you know the reality: the business often drives the wealth—and it’s where the biggest planning opportunities live.
Strad Business Office sits alongside the household’s Family Office, so you can serve the whole picture.
What this does for your practice:
It helps you uncover and coordinate high-impact opportunities—succession planning, risk management, benefits, insurance, liquidity planning—without chasing people and documents across email threads.
It gives you a structured way to collaborate with key executives and professionals, so you stay at the center of the relationship.
And it strengthens your position as the advisor who understands both the family and the business—which is exactly how you earn larger, stickier relationships.
The Strad Difference
Every fintech platform manages money. Only Strad manages the family enterprise behind it.
36% of family businesses cite succession planning as a top challenge. Strad creates the digital infrastructure for continuity, transparency, and control across generations.
Built for Growth
One Platform to Standardize, Scale, and Monetize Complex Clients Across All Your Advisors
Deliver Business Office + Family Office capabilities at enterprise scale — without custom builds or compliance risk
Multi-Advisor RIA Firms
Advisory firms coordinating multiple advisors, support staff, and external professionals to deliver a consistent, premium client experience.
- Unified client experience across all advisors
- Coordinate with CPAs, attorneys, and estate planners
- Scale operations without adding headcount
- Retain top advisors with superior technology
Enterprise Organizations
Large advisory organizations and family office networks serving multi-generational families with complex governance, succession, and entity structures.
- Multi-generational family governance tools
- Complex entity and trust structures
- Role-based access and permission controls
- Succession planning and continuity support
Enterprise-Grade Capabilities
SOC 2 Type 2
Compliant
Financial
Connections
100%
White-Labeled
Dedicated
Support
Ready to Elevate Your Client Experience?
Join leading RIA firms delivering virtual family office services at scale.
Frequently Asked Questions
Common questions from advisory firms evaluating Strad
Your CRM tracks contacts and sales activity. Strad orchestrates the entire client household: assets, entities, documents, workflows, and collaboration with external professionals. We integrate with your CRM, not replace it. Think of Strad as the operating system that sits above your CRM to deliver a true family office experience.
Yes. Your clients will see your logo, your colors, and your domain. The mobile app, client portal, and all communications are branded entirely to your firm. There's no "Powered by Strad" anywhere visible to your clients. It's your platform, your brand, your client experience.
Most firms are up and running within a few weeks. Our white-glove onboarding team handles the branding setup, data migration assistance, and training. You'll have a dedicated success manager guiding you through every step.
We're SOC 2 Type 2 compliant with bank-level encryption for all data in transit and at rest. Role-based access controls let you define exactly who sees what. Regular penetration testing and security audits ensure we meet the highest standards for protecting sensitive financial information.
Your free trial includes a demo with one of our experts, access to a sandbox environment configured for your firm, sample client households to explore, and hands-on training sessions. We'd be delighted to have you experience the full functionality of Strad before making any commitment.
What Advisors Are Saying
"Strad transformed how we serve our clients. The white-label portal makes our firm look like we have the resources of a major institution."
John Smith
Managing Partner, Smith Wealth Advisors
"We went from juggling 5 different tools to one unified platform. Our advisors are happier, and more importantly, our clients are too."
Sarah Johnson
COO, Pacific Coast Financial Group
"The onboarding was seamless. Within weeks, our team was fully up and running. The support team really understood our needs as a multi-office firm."
Michael Chen
CEO, Summit Advisory Partners
Ready to Transform Your Business?
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Your brand. Your advisors. Your families. All operating in one connected ecosystem.
Welcome to Strad!
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