Company

Strad

Software Development Sarasota, Florida, United States 10 employees

Employees: 10
Contacts: 4
Emails: 4
Phones: 2

strad.com LinkedIn

Strad Overview

Headquarters: Sarasota, Florida, United States
Website: strad.com
Industry: Software Development
Employees: 10
Funding: ,
NAICS: Software Publishers

Keywords

virtual family office online secure access VFO Client portal Document storage porfolio management AI tax planning financial planning estate planning insurance family office

About Strad

Strad helps advisors stay organized, manage complexity, and see the full picture of a client’s financial life—from investments and real estate to estate plans and business interests. It’s a practical tool that brings everything together in one place, so you don’t have to juggle spreadsheets, emails, and outdated systems just to stay on top of things. Whether you're working with a high-net-worth family or a growing household, Strad makes it easier to offer thoughtful, coordinated advice across all areas of their wealth. You’ll save time, run a tighter operation, and build deeper relationships by being the advisor who sees—and handles—it all.

Strad Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Strad Org Chart

Sample employees and titles

Name	Title	Location	Contact
John Luciano	Fintech Sales & Marketing Executive - Expert in Financial Advisory Software Solutions - Successful Founder & Strategic Leader in Client-focused	New York City Metropolitan Area, United States	Email Phone
Madeline Rheaume	Client Relations - Sales and Marketing Coordinator	United States	Email
Kristina Petit	Account Executive at Dow Wealth Management Llc	Saco, Maine, United States	Email
Russell Dow	President at Dow Wealth Management, Llc	Bradenton, Florida, United States	Email Phone