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a practical tool that brings everything together in one place, so you don’t have to juggle spreadsheets, emails, and outdated systems just to stay on top of things.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.
Company Details
- Employees
- 10
- Address
- Sarasota, Florida 34202, Us
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://strad.com/
- Keywords
- virtual family office, online secure access, VFO, Client portal, Document storage, porfolio management, AI, tax planning, financial planning, estate planning, insurance, family office, crypto, business interest, Practice Management Tools, Asset & Liability Tracking, Advisor Workflow Automation, project management tool.
- HQ
- Sarasota, Florida
Strad Questions
Strad's website is https://strad.com/
Strad's LinkedIn profile is https://www.linkedin.com/company/stradprofessional
Strad has
10 employees.
View email and phone details for 10
employees at Strad.
Strad's industry is
Software Development
Strad's top competitors are
Hp Software Solution,
Religion & Violence Education Network,
Gtmshift,
Lncy, Llc,
Modern Merchant Solutions,
Bb's Crispy Chicken,
Transform Affinity,
Dow Wealth Management Llc,
Grapevine,
Dow.
Strad's categories are Software Development
