What TIFIN AMP does

TIFIN AMP is an AI-driven distribution intelligence platform that helps asset managers, insurance carriers, and financial providers identify and reach the right advisors and investors. Founded in 2022 within TIFIN Group and spun off as an independent entity following a $10M Series A from Motive Ventures in June 2023, the company operates a two-module suite—TIFIN AMP for Wealth (formerly TIFIN AG) and TIFIN AMP for Distribution—designed to surface next-best opportunities across client acquisition, expansion, and retention. Named enterprise clients include Hub International, Janus Henderson, Ares, AssetMark, Cetera, Baird, Franklin Templeton, FactSet, and Sanctuary, alongside strategic investor-distributors JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, SEI, Broadridge, and Motive Partners.

The technology stack centers on supervised AI models for opportunity recommendation, augmented in April 2026 by the launch of TIFIN.AI, an agentic operating system that coordinates up to 20 specialized AI agents across growth, operations, and investment workflows. Architecture includes a proprietary Agentic OS, Context Layer unifying data/tools/business rules, enterprise-grade privacy and compliance features, and agent capabilities spanning meeting preparation, book intelligence, portfolio monitoring, onboarding automation, and donor-advised fund workflows. Disclosed operational impact includes onboarding compression from weeks to under one day of human input and claimed 5-7x advisor capacity multiplication.

TIFIN AMP generates revenue primarily through enterprise SaaS platform licensing under multi-year contracts with quote-based pricing, complemented by transaction-fee revenue from TIFIN Give (which processed over $90M in grants and 15,000+ transactions in 2024). Its go-to-market blends direct enterprise sales with a powerful strategic-partner channel where major financial institutions serve simultaneously as investors and distribution partners. The company has scaled to 101-250 employees across offices in Boulder, Charlotte, New York, Mumbai, Bengaluru, Madrid, and a May 2026 joint venture in Australia, positioning AMP within a broader TIFIN ecosystem that also includes Magnifi, TIFIN Give, TIFIN @Work, and India-market products.

Name

TIFIN AMP

Legal name

The TIFIN Group LLC

Website

https://tifin.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

101–250 employees

Short description

TIFIN AMP is an AI-driven distribution intelligence platform helping asset managers, insurance carriers, and financial providers reach advisors and investors. Founded in 2022 within TIFIN Group, it serves enterprises including Hub International, Janus Henderson, Ares, and Franklin Templeton via supervised AI models and an agentic operating system.

Ownership category

akta.pro rank

Product category

AI Wealth Distribution Software

NAICS

Portfolio Management and Investment Advice (523940), Computer Systems Design Services (541512)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industry

Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)

Keywords

• Asset distribution AI
• Wealth management platform
• AI distribution intelligence
• Investment advisor software
• Agentic wealth platform

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Enterprise SaaS/Platform Licensing: TIFIN operates as a B2B AI platform company providing AI-powered solutions to wealth management firms, asset managers, insurance providers, and financial advisors. Revenue appears to come from platform licensing and enterprise subscriptions to their various AI-powered products including TIFIN.AI, AMP, Give, @Work, and other subsidiary platforms.
2. Platform Services: TIFIN Give processes over $90 million in grants to charities and handles 15,000+ transactions, indicating transaction-based revenue streams alongside subscription models for the donor-advised fund platform serving wealth enterprises.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

TIFIN AMP is an AI-driven distribution platform that helps asset managers, insurance carriers, and alternative providers reach the right advisors and investors through supervised AI models that surface next-best opportunities. The platform operates as a core system with two specialized modules - TIFIN AMP for Wealth (for advisor and enterprise opportunity prioritization) and TIFIN AMP for Distribution (for asset managers and carriers) - to drive targeted distribution, deeper engagement, and scalable impact across wealth management workflows.

Product overview

TIFIN AMP is an AI-driven distribution platform under the TIFIN Group that helps asset managers and financial providers reach the right advisors and investors. The offering operates as a platform-plus-modules architecture, with TIFIN AMP serving as the core platform, supplemented by two specialized modules: TIFIN AMP for Wealth (formerly TIFIN AG) for advisor and enterprise opportunity prioritization, and TIFIN AMP for Distribution for asset managers, insurance carriers, and alternative providers. These products fit within the broader TIFIN ecosystem, which includes TIFIN.AI (agentic operating system), Magnifi (investment search), TIFIN Give (donor-advised funds), TIFIN @Work (workplace wealth), and India-focused products (RM, MYFI, WorkiFi).

Differentiator

Problem solved

Functional benefit

Brands

• TIFIN AMP for Wealth (formerly TIFIN AG): Helps advisors and enterprises identify and prioritize opportunities across acquisition, expansion, and retention, driving deeper relationships and increased assets.
• TIFIN AMP for Distribution

Products and services

• TIFIN AMP AI-driven distribution platform that helps asset managers and financial providers reach the right advisors and investors. The platform unifies data, intelligence, and human expertise to amplify growth across wealth and distribution channels, targeted at asset management and financial provider enterprises.
• TIFIN AMP for Wealth (formerly TIFIN AG) Wealth-focused AMP module that helps advisors and enterprises identify and prioritize opportunities across acquisition, expansion, and retention, driving deeper client relationships and increased assets through AI-powered insights.
• TIFIN AMP for Distribution Distribution-focused AMP module that empowers asset managers, insurance carriers, and alternative providers with intelligence that drives more targeted distribution, deeper engagement, and scalable impact.

Quantifiable outcome

• AI agents can multiply advisors' capacity 5-7x
• +5 more outcomes

Named customers13 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

AI capability8 records

Feature5 records

Partnerships

Ten partnerships are on record, tiered core and secondary.

• FactSetcoreTechnology or Integration · 1 June 2026FactSet partnered with TIFIN.AI to bring trusted analytics and agentic AI into advisor workflows. FactSet made a strategic investment in TIFIN.AI reflecting shared commitment to AI-powered workflows. Initial solutions include Meeting Prep Agent and Book Intelligence Agent integrated within FactSet Workstation.
• Marcus PricecoreOthers · 1 May 2026Marcus Price (former CEO of Iress and Pexa) serves as Executive Chairman of TIFIN Australia joint venture, bringing local leadership and market expertise to Australian expansion.
• Justin SchmittcoreOthers · 1 May 2026Justin Schmitt (former COO of Iress) serves as CEO of TIFIN Australia joint venture, providing operational expertise for Australian market entry.
• Canterbury ConsultingsecondaryGTM or Marketing Partner · 1 April 2026TIFIN Give partnered with Canterbury Consulting to serve as their recommended donor-advised fund solution, supporting charitable planning as part of comprehensive financial strategies for institutions, foundations, family offices, and private clients.
• Confluence Financial PartnerssecondaryGTM or Marketing Partner · 1 February 2026TIFIN Give partnership to deliver modern, advisor-led donor-advised fund platform enhancing philanthropic planning and multi-generational engagement.
• SEI (for Give)secondaryGTM or Marketing Partner · 1 January 2026TIFIN Give partnered with SEI to deliver white-labeled donor-advised fund solutions to bank and trust clients, helping firms retain assets and strengthen client relationships through philanthropy.
• Hub InternationalcoreGTM or Marketing Partner · 1 May 2025Multi-year strategic partnership integrating TIFIN @Work into HUB FinPath wellness platform. HUB serves 1.8 million employees across 9,400 retirement plans with $178B in assets under administration. Partnership delivers AI-powered financial guidance and routes participants to HUB advisors.
• BroadridgecoreStrategic or Co-development PartnerBroadridge is a strategic partner providing distribution and technology capabilities in wealth management and financial services infrastructure.
• SS&C ALPS AdvisorssecondaryGTM or Marketing PartnerSS&C ALPS Advisors partnered with TIFIN Give combining best-in-class philanthropic technology with investment expertise and operational scale.
• AssetMarksecondaryGTM or Marketing PartnerAssetMark uses TIFIN Give to fully automate account opening process, cut grant-making times from weeks to days, and significantly reduce processing time.

Scale indicators5 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Addepar: Addepar is a wealth management technology platform serving RIAs, family offices, and large asset managers with portfolio analytics, reporting, and data aggregation — directly comparable as a tech-forward platform targeting the same enterprise buyer personas as TIFIN AMP.
• Orion Advisor Solutions: Orion provides portfolio accounting, CRM, and advisor technology to RIAs and wealth firms, competing for the same enterprise technology budget and increasingly integrating AI-driven advisor workflows similar to TIFIN AMP's distribution intelligence.
• AdvisorEngine: AdvisorEngine provides a wealth management platform for RIAs and broker-dealers with CRM, portfolio accounting, and client portal capabilities — a more direct competitor to TIFIN AMP for the mid-to-large RIA enterprise segment.

Broad incumbents

• Envestnet: Envestnet is a broad wealth management platform offering data, analytics, and advisor technology to large enterprises and asset managers — an established incumbent whose portfolio capabilities overlap with TIFIN AMP's distribution and advisor intelligence offerings.
• Black Diamond (Advent): Advent's Black Diamond is an established portfolio reporting and rebalancing platform for RIAs, competing for enterprise wealth technology budget alongside TIFIN AMP and now expanding into broader advisor workflows.
• Salesforce (Financial Services Cloud): Salesforce's Financial Services Cloud is a broad CRM and workflow platform for wealth and asset management with Einstein AI capabilities, providing an enterprise-scale incumbent alternative to TIFIN AMP's advisor intelligence and distribution workflows.

Emerging players

• Riskalyze: Riskalyze offers risk tolerance and portfolio analytics tools to advisors and wealth firms, increasingly layering AI-driven insights and client engagement features that intersect with TIFIN AMP's opportunity prioritization capabilities.
• YCharts: YCharts provides investment research, analytics, and client communication tools to advisors and asset managers, with growing overlap to TIFIN AMP's distribution intelligence and advisor productivity use cases.
• HiddenLevers: HiddenLevers (now part of Orion) provides forward-looking financial planning and advisor analytics, overlapping with TIFIN AMP's advisor intelligence and opportunity prioritization features for wealth managers.
• Marstone: Marstone is a digital wealth platform serving financial institutions and advisors with client-facing portals and advisor tools — comparable to TIFIN AMP's enterprise wealth intelligence and AI-driven advisor workflow focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/tifin
• Instagraminstagram.com/tifinfintech

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors3 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 TIFIN AMP