Yayati, Inc.
Option-based portfolio strategies for RIAs and institutional investors — risk-managed income, growth with loss limits, and VOLT™, our tax-smart option overlay for concentrated stock.
Funding history
About Yayati, Inc.
How much funding has Yayati, Inc. raised?
Yayati, Inc. has raised $2.8M in total funding. The most recent round was Seed.
Where is Yayati, Inc. headquartered?
Yayati, Inc. is headquartered in Newport Beach, CA.
What does Yayati, Inc. do?
Option-based portfolio strategies for RIAs and institutional investors — risk-managed income, growth with loss limits, and VOLT™, our tax-smart option overlay for concentrated stock.
What problem does Yayati, Inc. solve?
Investors holding concentrated stock face a taxable, 'one-shot' liquidation event to raise cash, while advisors generally lack access to option-based strategies without complexity, high minimums, or tax drag.
What's Yayati, Inc.'s solution?
Yayati Asset Management builds option-based model portfolios for RIAs and institutional investors; its flagship VOLT product writes qualified covered calls to fund the tax cost of selling concentrated stock, releasing after-tax cash monthly while keeping market exposure.
What makes Yayati, Inc. different?
The page frames VOLT as a trademarked, scalable model-portfolio product that gives advisors institutional-grade option strategies 'without the complexity, high minimums, or tax drag,' built by what it calls 'multi-asset veterans.'
Leadership
Related terms
❝ Cite this page
Free to use in articles, research, and reference works. Stable URL, will not change. Data on this page last updated September 3, 2026.
🏷 Embed this badge
Building or fundraising? Add this to your site to show you're listed on SoCal.Startups — the link back helps other founders and investors find you here too.
