What TIFIN AG does

TIFIN AG operates as a consulting technology company applying AI to help wealth enterprises expand their assets. The company is a branded entity within TIFIN Group LLC, a privately held fintech holding company headquartered in Boulder, Colorado, with additional offices in Charlotte, Mumbai, Bengaluru, and Madrid. TIFIN AG's core product is the AMP (Amplify Management Platform), a growth intelligence platform that uses supervised AI models to surface next-best opportunities across client acquisition, expansion, and retention for wealth firms, RIAs, asset managers, insurance carriers, and alternative investment providers. AMP is offered in two product lines: AMP for Wealth (advisor and enterprise opportunity identification) and AMP for Distribution (targeted distribution and engagement for product providers). In April 2026, TIFIN Group launched TIFIN.AI, an enterprise agentic AI platform positioned as the industry's first multi-workflow and multi-persona AI operating system for wealth managers, with dedicated agents for advisor support, investment teams, operations, and end-clients, already deployed across more than 10 enterprise wealth clients including Janus Henderson, Ares, Baird, Cetera, and SEI.

The company generates revenue primarily through enterprise SaaS subscriptions on a quote-based pricing model, distributed via direct enterprise field sales with a consultative demo motion. The go-to-market targets large enterprise buyers in wealth management and financial services, with named customers spanning asset management (Janus Henderson, SEI), alternative investments (Ares), financial services (Baird), and wealth management (Sanctuary, Wealthcare, Cetera). TIFIN AG was rebranded from TIFIN AG to TIFIN AMP for Wealth in April 2025 as part of a broader portfolio consolidation; in 2024, the group divested two subsidiaries (55ip and Paralel) and has retained six core operating subsidiaries: TIFIN.AI, Magnifi, AMP, Give, @Work, and Grantd. As of the most recent data, TIFIN AG has 11–50 employees and disclosed approximately $9.0 million in funding from a March 2024 round with unnamed investors. The company has received industry recognition including 2025 Product or Service Innovation and 2025 Industry Disruption-Operations awards, as well as the 2024 Best FinTech Startup award.

Name

TIFIN AG

Legal name

TIFIN Group LLC

Website

https://tifinag.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

TIFIN AG is an AI-powered wealthtech company that helps wealth firms, asset managers, insurance carriers, and alternative providers amplify asset growth through its AMP intelligence platform and TIFIN.AI agentic operating system, serving enterprise customers via direct sales.

Ownership category

akta.pro rank

Product category

Wealthtech AI Software

NAICS

Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151), Other Computer Related Services (541519)

SIC

Services-Computer Programming Services (7371), Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

akta.pro secondary industries

Augmented Analytics & AI-Assisted BI (NLQ/NLG, Insights) (HDAEAMAD), AI/ML Engineering & Model Development Services (BPAEAHAF)

Keywords

• Wealth management AI
• Growth intelligence platform
• Agentic AI wealthtech
• Advisor opportunity intelligence
• Distribution optimization software

Headquarters

HQ city

Boulder

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, Infrastructure, Operations

Revenue model

1. Enterprise SaaS Subscriptions: AMP platform delivered as enterprise intelligence solution to wealth firms, asset managers, and carriers. Revenue likely derived from platform subscriptions with enterprise contracts.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

TIFIN AG provides the AMP (Amplify Management Platform), an AI-powered growth intelligence platform that unites data, AI, and human expertise to help wealth firms, asset managers, and insurance carriers identify and prioritize opportunities across client acquisition, expansion, and retention. The company also offers TIFIN.AI, an enterprise agentic AI operating system with multi-workflow and multi-persona agents for advisor support, investment teams, operations, and end-clients. Both products are delivered as enterprise SaaS subscriptions targeting wealth enterprises, asset managers, insurance carriers, and alternative investment providers.

Product overview

TIFIN AG operates as a product portfolio company under TIFIN Group, offering multiple AI-powered products for the wealth management and financial services industry. The core offerings include TIFIN.AI (an enterprise agentic AI platform launched in April 2026) and AMP (Amplify Management Platform), which unifies data science and AI with human expertise. AMP serves two primary segments: AMP for Wealth (helping advisors and enterprises with opportunity identification across acquisition, expansion, and retention) and AMP for Distribution (empowering asset managers, insurance carriers, and alternative providers). The portfolio also includes Magnifi as a portfolio company.

Differentiator

Problem solved

Functional benefit

Brands

• TIFIN.AI: Enterprise agentic AI platform for wealth managers and product providers, featuring agents for advisor support, investment teams, operations, and end-clients
• Magnifi
• AMP
• Give
• @Work
• Grantd

Products and services

• AMP (Amplify Management Platform) A growth intelligence platform that unites data, AI, and human expertise to help wealth firms, asset managers, and carriers connect more intelligently, act more precisely, and grow more effectively across client acquisition, expansion, and retention.
• AMP for Wealth A sub-product of AMP targeted at wealth firms, advisors, and RIAs, helping them identify and prioritize opportunities across client acquisition, expansion, and retention to drive deeper relationships and increased assets.
• AMP for Distribution A sub-product of AMP targeted at asset managers, insurance carriers, and alternative providers, empowering them with intelligence that drives more targeted distribution, deeper engagement, and scalable impact.
• TIFIN.AI Agentic Operating System An enterprise agentic AI operating system for wealth managers and product providers, featuring multi-workflow and multi-persona agents for advisor support, investment teams, operations, and end-clients.

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature2 records

Partnerships

One partnership is on record.

• LA-based Independent RIAminorOthersTIFIN AG announced a partnership with an LA-based independent RIA as part of securing new RIA partnerships. This partnership expands AMP's reach within the independent advisor channel.

Scale indicators1 record

Recent moves9 records

Expansion highlights5 records

Direct peers

• Envestnet: Envestnet is a long-established wealth management technology platform serving large enterprise RIAs, asset managers, and asset owners with data, analytics, and advisor workflows. It is directly comparable to TIFIN AG's AMP in serving both wealth firms and product providers through an enterprise SaaS model.
• Orion Advisor Tech: Orion provides a wealth management technology platform used by enterprise advisors and large RIAs for portfolio accounting, reporting, and client engagement. Like TIFIN AG, it targets growth-oriented advisor enterprises and offers intelligence-driven workflows to drive AUM growth.
• Advisor360°: Advisor360° offers an integrated, AI-enabled wealth management platform serving broker-dealers, RIAs, and asset managers. It is directly comparable to TIFIN AG in combining data, intelligence, and workflows to help enterprise wealth firms grow and retain assets.
• Addepar: Addepar is a wealth management technology platform serving large RIAs, family offices, and private banks with portfolio analytics and data infrastructure. Like TIFIN AG, it targets sophisticated enterprise wealth customers and competes on data-driven intelligence and growth workflows.
• Practifi: Practifi is a CRM and client engagement platform purpose-built for wealth management firms, including enterprise RIAs. It is comparable to TIFIN AG in serving growth-oriented advisor enterprises with intelligence-driven workflows that drive acquisition, expansion, and retention.

Broad incumbents

• Morningstar: Morningstar is a broad incumbent in wealth data, analytics, and portfolio software, serving advisors, asset managers, and asset owners. While much larger and more diversified than TIFIN AG, it competes in the same data-and-intelligence layer that underpins AMP and TIFIN.AI.
• FactSet: FactSet is an enterprise financial data and analytics platform serving asset managers, wealth firms, and investment banks. It competes with TIFIN AG for intelligence layer spend at large wealth and asset management enterprises, but across a much broader product portfolio.
• BlackRock (Aladdin): BlackRock's Aladdin is an institutional investment and risk management platform increasingly extended to external wealth and asset management clients. It is a broad incumbent competing for the same enterprise intelligence and AI-driven workflow budget as TIFIN AG.

Emerging players

• Farther: Farther is an AI-native wealth management platform combining technology and advisor support for high-net-worth clients. It is comparable to TIFIN AG in using AI to drive growth and intelligence-led engagement, though it operates more as a wealth manager than a pure enterprise software vendor.

Others

• Salesforce (Financial Services Cloud): Salesforce's Financial Services Cloud is a broad CRM and engagement platform adapted for wealth and asset management enterprises. While not a direct competitor in agentic AI wealth intelligence, it is an adjacent enabling platform that TIFIN AG must integrate with rather than displace in enterprise wealth stacks.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

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

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries8 records

Funding overview

Funding rounds1 record

Investors

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 AG