TIFIN
TIFIN is a private AI fintech platform building agentic AI solutions across wealth management, asset management, and insurance, serving enterprise advisors, broker-dealers, and asset managers through products including TIFIN.AI, Give, @Work, and AMP.
- Company typePrivate
- Founded2018
- HeadquartersBoulder, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What TIFIN does
TIFIN is a private AI-powered fintech platform founded in December 2018 by Dr. Vinay Nair (former Wharton finance professor) and headquartered in Boulder, Colorado, with additional offices in Charlotte, Mumbai, Bengaluru, Madrid, and Sydney. The company builds AI platforms for wealth management, asset management, and insurance, organized around four strategic focus areas: Agentic Workforce Platforms (TIFIN.AI, the unified enterprise agentic operating system consolidating Magnifi, Sage, and AXIS), Tax Intelligence (TIFIN Give, a modern donor-advised fund and philanthropy platform), Workplace to Wealth (@Work, WorkiFi, Grantd), and Distribution Science (AMP, AI-driven growth intelligence for wealth and distribution).
The core technology stack is centered on an agentic AI operating system that coordinates multiple specialized AI agents across growth, investment, and operational workflows, with shared context, enforced rules, sequenced tasks, knowledge graphs, workflow schemas, and domain-specific guardrails. Capabilities span generative AI, NLP-driven advisor support, recommendation engines, predictive analytics, and process automation, exposed through integration with Salesforce, 200+ HRIS systems, and 12,000+ financial institutions. Notable proprietary components include the Louise generative AI assistant for personalized charitable giving and the Magnifi AI-powered investment search engine.
TIFIN monetizes primarily through enterprise SaaS subscriptions and platform licensing for TIFIN.AI, Give, AMP, and @Work, with white-label DAF offerings, professional services, and managed services for philanthropy. Pricing is quote-based on firm size, user count, and platform features, with annual billing cadences. The customer base spans enterprise wealth managers, RIA aggregators, broker-dealers, asset managers, insurance carriers, employers, and individual donors, with named customers including Cetera, AssetMark, Hub International, Janus Henderson, Ares Management, American Equity, SS&C ALPS Advisors, and SEI Investments. The company has raised approximately $230M across nine funding rounds through 2025, holds an $842M post-money valuation from its May 2022 Series D, and is backed by J.P. Morgan, Franklin Templeton, Hamilton Lane, Morningstar, Broadridge, Motive Partners, and SEI.
TIFIN firmographics
Firmographics- Name
- TIFIN
- Legal name
- TIFIN Group LLC
- Website
- https://tifin.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- TIFIN is a private AI fintech platform building agentic AI solutions across wealth management, asset management, and insurance, serving enterprise advisors, broker-dealers, and asset managers through products including TIFIN.AI, Give, @Work, and AMP.
- Ownership category
- akta.pro rank
Where TIFIN is headquartered
LocationHeadquarters
- HQ city
- Boulder
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
TIFIN business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS/Platform Subscriptions: Subscription-based access to AI platforms including TIFIN.AI, Give, AMP, and @Work. Enterprise licensing with per-seat or platform-level pricing models for wealth enterprises, asset managers, and insurance providers.
- Enterprise Platform Licensing: White-label and branded platform offerings for wealth enterprises and broker-dealers. Revenue from platform deployment, customization, and ongoing support.
- Philanthropy Platform (Give): Donor-advised fund platform generating revenue from charitable asset management, grant processing, and premium features for wealth enterprises.
- Professional Services: Implementation, training, and customization services for enterprise deployments. Dedicated implementation support for enterprise clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise Platform - Custom pricing based on firm size and features |
| Subscription | Annual | Give DAF Platform - No minimum account size |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels8 records
TIFIN product offering
Product offeringCore offering
TIFIN builds AI-powered fintech platforms for wealth management, asset management, and insurance, organized around four strategic areas: Agentic Workforce Platforms (TIFIN.AI as a unified agentic operating system), Tax Intelligence (Give for modern donor-advised funds and philanthropy), Workplace to Wealth (@Work, WorkiFi, Grantd connecting workplace benefits to wealth), and Distribution Science (AMP for AI-driven growth and distribution intelligence). The platforms are sold primarily as enterprise subscriptions and white-label deployments to financial institutions, advisors, and employers.
Product overview
TIFIN is an AI-powered fintech platform building products for financial prosperity across wealth management, asset management, and insurance. The company operates a portfolio of subsidiaries organized around four strategic areas: Agentic Workforce Platforms (TIFIN.AI - the unified enterprise agentic OS consolidating Magnifi, Sage, and AXIS), Tax Intelligence (Give - modern DAF and philanthropy platform), Workplace to Wealth (@Work, WorkiFi, Grantd - connecting workplace benefits to wealth), and Distribution Science (AMP - AI-driven growth intelligence for wealth and distribution). The platform uses up to 20 specialized AI agents to help advisors, wealth enterprises, asset managers, and insurance providers improve personalization, distribution, and operational efficiency across front, middle, and back office functions.
Differentiator
Problem solved
Functional benefit
Brands
- TIFIN.AI: Enterprise agentic AI operating system for wealth management, asset management, and insurance
- Magnifi
- Give
- @Work
- AMP
- TIFIN AXIS
- Grantd
Products and services
- TIFIN.AI
- Give (TIFIN Give)
- @Work (TIFIN @Work)
- AMP (TIFIN AMP)
- Magnifi
- AXIS (TIFIN AXIS)
- Sage
- Louise
- PlanIQ
- MyFi
- RM
- WorkiFi
- Grantd
Quantifiable outcome
- AI agents can multiply advisor capacity 5-7x, enabling 1,000 clients per advisor vs. traditional 150
- +8 more outcomes
Companies that use TIFIN
Customer profileNamed customers16 records
Segments11 records
Ideal customer profiles4 records
TIFIN technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability10 records
Feature7 records
TIFIN partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered strategic, supporting and core.
- Marcus PricestrategicExecutive Chairman of TIFIN Australia joint venture. Local executive leadership for Australian market with deep regional expertise in wealth management.
- Justin SchmittstrategicCEO of TIFIN Australia joint venture. Local executive leadership combining TIFIN's AI expertise with experienced Australian wealth management leadership.
- Cetera Financial GroupstrategicPartnership to develop AI-powered Share of Wallet Advisor Growth Engine with TIFIN. During pilot, solution surfaced $5.95B in addressable assets and generated $21.6M in net new assets with 3.3x higher growth.
- AvantossupportingSEI Investments invested in AI capabilities through both Avantos and TIFIN, positioning itself to enhance technology-driven services through multiple AI partnerships.
- ChariotcorePartnership to modernize last-mile grant payments in philanthropy sector. Enables instant, electronic, data-rich disbursements directly to nonprofits from DAF accounts. Addresses friction in charitable giving by reducing administrative burden and increasing transparency.
- Hub InternationalstrategicMulti-year partnership announced to enhance participant engagement. @Work partnership with major insurance broker to deliver AI-assisted financial wellness to employees.
- DSP GroupstrategicDSP Group joined as strategic partner in 2024 alongside TIFIN India launch. Indian financial services partnership for market expansion.
- GiveClearcoreGiveClear is the Donor-Advised Fund sponsoring organization for Give. Provides regulatory sponsorship and 501(c)(3) status for charitable giving accounts. Partnership enables white-label DAF platform for wealth enterprises.
- Column N.A.supportingNationally chartered bank partner for Chariot Disbursements. Provides FDIC-insured deposit accounts for nonprofit organizations receiving DAF grant payments. Regulatory compliance partnership for electronic disbursements.
- SS&C ALPS AdvisorsstrategicPartnership integrating TIFIN Give philanthropy technology with investment expertise and operational scale. Helping clients integrate giving into wealth management processes.
- AssetMarkstrategicAssetMark fully automated account opening process through TIFIN technology, cutting grant-making times from weeks to days. Strategic partnership for wealth management platform integration.
- Palantir TechnologiesstrategicPalantir's Lila Flores appointed to TIFIN Board to strengthen AI commercialization efforts. Expert in AI adoption within highly regulated financial services industry.
Scale indicators12 records
Recent moves7 records
Expansion highlights9 records
TIFIN competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar is a wealth management technology platform serving large RIAs, family offices, and private banks with portfolio analytics, reporting, and data aggregation. Highly comparable to TIFIN's enterprise wealth platform positioning and AI-driven advisor productivity focus.
- Orion Advisor Solutions: Orion provides wealth management technology including portfolio accounting, CRM, and advisor workflows to RIAs and broker-dealers. Directly comparable to TIFIN's enterprise wealth platform stack and target customer segments.
- Envestnet: Envestnet operates an integrated wealth management ecosystem serving advisors, enterprises, and asset managers with portfolio analytics, advisor workstations, and data intelligence — closely aligned with TIFIN's AMP distribution intelligence and wealth enterprise platforms.
- iCapital: iCapital operates an alternative investments platform connecting wealth managers to private market funds, mirroring TIFIN's expansion into private markets via Qualis Capital acquisition and Hamilton Lane-led Series C.
- CAIS: CAIS provides a marketplace for alternative investments to financial advisors, comparable to TIFIN AMP's distribution intelligence for asset managers and TIFIN's broader wealth-platform-as-distribution-channel thesis.
- MoneyGuidePro: MoneyGuidePro (Envestnet-owned) is a leading financial planning platform for advisors. Directly comparable to TIFIN's PlanIQ offering and the financial planning function embedded in TIFIN.AI's advisor workflows.
- SmartAsset: SmartAsset operates an AI-powered marketplace matching consumers to financial advisors and provides personal finance tools. Comparable to TIFIN's AMP advisor-matching capability and Magnifi investment discovery.
Broad incumbents
- Broadridge Financial Solutions: Broadridge is a large incumbent providing wealth management, trading, and communications technology across the financial services industry. It is both a TIFIN investor and a builder of adjacent capabilities, making it a structural peer and potential competitor.
- SEI Investments: SEI is an established wealth and investment technology platform serving advisors, enterprises, and institutions. As a recent TIFIN investor (Feb 2024), SEI is a peer-and-partner with overlapping wealth tech capabilities including AI initiatives.
Emerging players
- Pontera: Pontera enables advisors to manage held-away retirement accounts (401(k), 403(b)) on behalf of clients. Comparable to TIFIN @Work's workplace-to-wealth narrative and the firm's focus on converting workplace retirement participants into wealth management clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat7 records
Key risks6 records
Key highlights7 records
Customer concentration
TIFIN social profiles
Digital presenceTIFIN compliance and trust
Trust signalCompliance2 records
TIFIN financial estimates
Financial estimateRevenue estimate
Valuation estimate
TIFIN leadership team
Management profileNumber of profiles
Profiles17 records
TIFIN subsidiaries and ownership
Company hierarchySubsidiaries16 records
TIFIN funding detail
Funding detailFunding overview
Funding rounds11 records
Investors11 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TIFIN M&A and investment
M&A and investmentM&A5 records
Investments6 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TIFIN
What does TIFIN do?
TIFIN builds AI-powered fintech platforms for wealth management, asset management, and insurance, organized around four strategic areas: Agentic Workforce Platforms (TIFIN.AI as a unified agentic operating system), Tax Intelligence (Give for modern donor-advised funds and philanthropy), Workplace to Wealth (@Work, WorkiFi, Grantd connecting workplace benefits to wealth), and Distribution Science (AMP for AI-driven growth and distribution intelligence). The platforms are sold primarily as enterprise subscriptions and white-label deployments to financial institutions, advisors, and employers.
Is TIFIN a public or private company?
TIFIN is a private company. It is classified as venture growth investor backed and is currently operating.
When was TIFIN founded?
TIFIN was founded in 2018. It employs 251 to 500 people.
Where is TIFIN based?
TIFIN is headquartered in Boulder, United States, in the North America region.
How does TIFIN make money?
Four revenue lines are on record. SaaS/Platform Subscriptions are the primary driver. The others are enterprise Platform Licensing, philanthropy Platform (Give) and professional Services.
Who are TIFIN's main competitors?
Direct peers on record are Addepar, Orion Advisor Solutions, Envestnet, iCapital, CAIS, MoneyGuidePro and SmartAsset. Broad incumbents are Broadridge Financial Solutions and SEI Investments. Pontera is listed as an emerging player.
Does TIFIN have an API?
No public API is recorded for TIFIN.