TIFIN

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.

Name

TIFIN

Legal name

TIFIN Group LLC

Website

https://tifin.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

101–250 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

Headquarters

HQ city

Boulder

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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.
2. Enterprise Platform Licensing: White-label and branded platform offerings for wealth enterprises and broker-dealers. Revenue from platform deployment, customization, and ongoing support.
3. Philanthropy Platform (Give): Donor-advised fund platform generating revenue from charitable asset management, grant processing, and premium features for wealth enterprises.
4. Professional Services: Implementation, training, and customization services for enterprise deployments. Dedicated implementation support for enterprise clients.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels8 records

Core 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

Named customers16 records

Segments11 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability10 records

Feature7 records

Partnerships

Twelve partnerships are on record, tiered strategic, supporting and core.

• Marcus PricestrategicStrategic or Co-development Partner · 28 May 2026Executive Chairman of TIFIN Australia joint venture. Local executive leadership for Australian market with deep regional expertise in wealth management.
• Justin SchmittstrategicStrategic or Co-development Partner · 28 May 2026CEO of TIFIN Australia joint venture. Local executive leadership combining TIFIN's AI expertise with experienced Australian wealth management leadership.
• Cetera Financial GroupstrategicStrategic or Co-development Partner · 13 April 2026Partnership 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.
• AvantossupportingTechnology or Integration · 3 March 2026SEI Investments invested in AI capabilities through both Avantos and TIFIN, positioning itself to enhance technology-driven services through multiple AI partnerships.
• ChariotcoreStrategic or Co-development Partner · 11 February 2025Partnership 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 InternationalstrategicGTM or Marketing Partner · 1 January 2025Multi-year partnership announced to enhance participant engagement. @Work partnership with major insurance broker to deliver AI-assisted financial wellness to employees.
• DSP GroupstrategicStrategic or Co-development Partner · 1 January 2024DSP Group joined as strategic partner in 2024 alongside TIFIN India launch. Indian financial services partnership for market expansion.
• GiveClearcoreStrategic or Co-development PartnerGiveClear 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.supportingTechnology or IntegrationNationally 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 AdvisorsstrategicStrategic or Co-development PartnerPartnership integrating TIFIN Give philanthropy technology with investment expertise and operational scale. Helping clients integrate giving into wealth management processes.
• AssetMarkstrategicStrategic or Co-development PartnerAssetMark fully automated account opening process through TIFIN technology, cutting grant-making times from weeks to days. Strategic partnership for wealth management platform integration.
• Palantir TechnologiesstrategicStrategic or Co-development PartnerPalantir'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

Direct 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

• LinkedInlinkedin.com/company/tifin
• Instagraminstagram.com/tifinfintech
• Xx.com/tifinfintech
• Facebookfacebook.com/thetifingroup

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries16 records

Funding overview

Funding rounds11 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TIFIN