What JIFFYAI does

JIFFYAI (legal entity Paanini Inc., Delaware) is an AI-native software provider focused on client engagement, onboarding, servicing, and data management for wealth management firms, including RIAs, broker-dealers, family offices, and banks and trusts. The company was founded in 2012 by Babu Sivadasan and is headquartered in Milpitas, California with engineering operations in Bengaluru, India; headcount is reported in the 101–250 range. The platform is organized as a no-code HyperApp foundation hosting vertical AI applications — most prominently the Engagement AI suite (AI Advisor Companion, Unified Onboarding, Account Servicing, Advisor Universal Desktop, Data Warehouse & Aggregation), alongside an Invoice Processing HyperApp and a Banks & Credit Unions vertical solution. Core technology combines RPA, Intelligent Document Processing (OCR + NLP + ML), generative AI for advisor co-pilot functions, predictive analytics, anomaly detection, and agentic AI for natural-language advisor queries against the unified book of business.

JIFFYAI makes money primarily through enterprise SaaS subscriptions for the Engagement AI suite, no-code platform licensing, and bundled implementation/professional services. Pricing is not publicly disclosed; the company runs a "Request a Demo" sales motion, indicating quote-based annual or multi-year contracts sized to firm scale and feature scope. GTM is enterprise field sales with a complementary product-led self-service motion enabled by the no-code configuration capability. The company has raised $18M Series A (2020, Nexus-led) and $53M Series B (March 2022, Eight Roads Ventures-led) for a disclosed $71M in external capital; the company also references a $73.1M ARR figure and $219.3M valuation as of mid-2025.

The customer base is concentrated in North American wealth and financial services, with named enterprise clients including Cetera, Orion, Alerus, Citizens Bank, Axos Advisor Services, Wealthspire, Jordan Park, Envestnet, FIS, Fiserv, and Fremont. Marketing channels emphasize content/thought leadership (blog, gated eBooks, case studies), industry event presence (T3, Schwab AI Summit, P3, Advise AI, FIS Emerald), webinars, and PR/earned media. The platform was independently validated as an Everest Group Star Performer in the 2023 IDP PEAK Matrix, and the company was certified as a Great Place to Work in 2020.

Name

JIFFYAI

Legal name

Paanini Inc.

Website

https://jiffy.ai

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

101–250 employees

Short description

JIFFYAI (Paanini Inc.) provides an AI-native no-code client engagement, onboarding, servicing, and data-aggregation platform for wealth management firms including RIAs, broker-dealers, family offices, and banks, sold via enterprise SaaS subscriptions.

Ownership category

akta.pro rank

Product category

Wealth Management AI Software

NAICS

Software Publishers (5132), Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Portfolio Management and Investment Advice (523940)

SIC

Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH), Marketing Automation Platforms & Services (BPAFAFAC)

Keywords

• Wealth management software
• AI client engagement
• No-code workflow automation
• Intelligent document processing
• Robotic process automation

Headquarters

HQ city

Milpitas

HQ country

United States

HQ region

North America

Offices2 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 Subscription (Engagement AI Suite): Annual or multi-year subscription for access to the AI-powered client engagement platform including Advisor Companion, Unified Onboarding, Account Servicing, and Data Warehouse solutions. Priced per firm with configuration and integration services included.
2. Platform Licensing (No-code Platform): License fees for the no-code HyperApp platform enabling organizations to build and deploy custom automation workflows. Supports both per-seat and enterprise-tier pricing models.
3. Professional Services: Implementation, configuration, and consulting services to deploy the platform and build custom HyperApps. Typically bundled with enterprise contracts.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels10 records

Core offering

JIFFYAI sells an AI-powered client engagement software platform purpose-built for wealth management firms, broker-dealers, family offices, banks, and credit unions. The Engagement AI suite combines AI Advisor Companion, Unified Onboarding, Account Servicing, Advisor Universal Desktop, and Data Warehouse & Aggregation on a no-code HyperApp platform to automate advisor workflows, client onboarding, servicing, and data normalization.

Product overview

JIFFYAI is an AI-powered client engagement platform built specifically for wealth management firms — RIAs, broker-dealers, family offices, and banks & trusts. The platform is organized as a unified platform-plus-modules architecture. At its core is the Engagement AI suite, which comprises five integrated solutions: Advisor Companion (AI co-pilot for advisors), Unified Onboarding (digital client onboarding supporting 50+ registration types), Account Servicing (automated servicing requests), Advisor Universal Desktop (consolidated advisor workstation), and Data Warehouse & Aggregation (unified data layer). These are powered by the no-code HyperApp Platform, which also hosts vertical-specific HyperApps such as Invoice Processing. The platform leverages AI capabilities including generative AI, NLP, computer vision, autonomous agents, and process automation to connect every stage of the advisor and client journey. A separate Banks & Credit Unions vertical applies the same platform architecture to financial institutions.

Differentiator

Problem solved

Functional benefit

Brands

• HyperApp: Pre-built intelligent applications and no-code platform for enterprise automation, combining RPA, Intelligent Document Processing, and no-code workflow management
• Engagement AI
• AI Advisor Companion
• Advisor Universal Desktop
• Unified Onboarding
• Account Servicing

Products and services

• Engagement AI AI-powered client engagement platform for wealth management firms, connecting every stage of the advisor and client journey from onboarding through ongoing engagement. Built on a proprietary no-code platform.
• Advisor Companion AI co-pilot for financial advisors that automates meeting preparation, captures notes in real time, suggests next-best actions, and generates post-meeting follow-ups. Analyzes sentiment and streamlines client engagement across the lifecycle.
• Unified Onboarding AI-powered digital onboarding solution that supports over 50 registration types including individual, joint, trust, custodial, IRA, and entity accounts. Automates KYC/AML, e-signature, and account funding across wealth, banking, and insurance.
• Account Servicing AI-powered solution that automates account servicing requests from start to finish, enhancing client satisfaction and reducing administrative and support costs for clients, advisors, and the Home Office.
• Advisor Universal Desktop Single, AI-powered advisor workstation that consolidates client data, tools, and workflows into one interface. Features agentic AI for natural language queries and embedded onboarding and servicing workflows.
• Data Warehouse & Aggregation Cloud-native data warehouse that aggregates, normalizes, and transforms structured, semi-structured, and unstructured data from custodians, CRMs, and internal systems into a single source of truth supporting real-time and batch analytics.
• HyperApp Platform No-code enterprise automation platform that hosts purpose-built HyperApps integrating RPA, Intelligent Document Processing, and workflow management. Enables financial services firms to build and deploy automation without engineering resources.
• Invoice Processing HyperApp Pre-built accounts payable automation HyperApp with AI-based invoice extraction, configurable supplier portal, built-in pro-active PO matching, and straight-through processing for financial services firms.
• Banks & Credit Unions Solution AI-powered composable enterprise platform and HyperApps purpose-built for banks and credit unions, delivering digital customer experiences, operational automation, and risk and compliance management from onboarding through servicing.

Quantifiable outcome

• Deploys in under 8 weeks for most wealth management firms
• +7 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability11 records

Feature8 records

Partnerships

One partnership is on record.

• Larry Roth (Ascentix Partners)minorOthers · 1 June 2026Larry Roth, founder and CEO of Ascentix Partners, joined JIFFYAI's advisory board bringing veteran independent broker-dealer leadership experience to the AI-powered data platform.

Scale indicators16 records

Recent moves2 records

Expansion highlights5 records

Direct peers

• Addepar: Wealth-management technology platform providing data aggregation, portfolio analytics, and reporting for RIAs and family offices. Highly comparable as a vertically specialized technology platform targeting the same buyer and similar use cases (data aggregation, advisor workflow).
• Orion Advisor Technology: Wealthtech platform serving RIAs and broker-dealers with portfolio accounting, CRM, and advisor workflows. Directly comparable to JIFFYAI's Engagement AI suite, and notably Orion is also listed as a JIFFYAI customer.
• Nitrogen (formerly Riskalyze): Wealthtech platform providing risk tolerance, financial planning, and client engagement tools for advisors. Directly comparable as a vertical AI/engagement platform serving RIAs and broker-dealers.
• Zocks: AI meeting assistant purpose-built for financial advisors, capturing notes, summarizing meetings, and updating CRMs. Directly comparable to JIFFYAI's AI Advisor Companion and AI-powered Notetaker.
• ABBYY: Intelligent document processing (IDP) and process intelligence vendor with strong financial-services vertical. Comparable to JIFFYAI's IDP and data extraction capabilities that underpin Unified Onboarding and Account Servicing.

Broad incumbents

• Envestnet: Large incumbent wealth-management technology platform offering portfolio management, reporting, and advisor workflows at scale. Comparable as both a customer logo and a potential competitor with overlapping capabilities.
• Salesforce Financial Services Cloud: Large incumbent CRM/engagement platform with deep financial-services vertical capabilities. Comparable as a competitor to JIFFYAI's client engagement and CRM-integration capabilities, especially as Salesforce embeds more AI features.
• UiPath: Large incumbent RPA/intelligent automation platform used across financial services. Comparable as a broader intelligent automation competitor to JIFFYAI's HyperApp platform and IDP capabilities.
• Appian: Process automation and low-code platform with strong financial-services footprint. Comparable as a broader enterprise automation platform that competes for the same workflow automation budgets.

Emerging players

• TIFIN: AI-driven wealthtech platform creating personalization, engagement, and investment discovery tools for financial advisors and firms. Comparable as an emerging AI-first platform targeting the same advisor/broker-dealer buyer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Jiffyai
• Facebookfacebook.com/jiffyai
• LinkedInlinkedin.com/company/jiffyai
• Instagraminstagram.com/jiffy.ai

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds3 records

Investors9 records

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

M&A

Investments

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

Frequently asked questions about JIFFYAI