Name

TIFIN Wealth

Legal name

TIFIN Group LLC

Website

https://tifinwealth.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

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, Operations, Infrastructure

Revenue model

1. Platform Subscription: SaaS-based platform subscription model for financial advisors and wealth management firms to access investment proposal generation capabilities.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

TIFIN Wealth is an AI-powered proposal generation platform that helps financial advisors create hyper-personalized investment proposals in minutes. The platform uses a quantitative, multi-scoring risk assessment (risk preference, risk capacity, and portfolio risk) to align model portfolios with each client's unique Risk Band, and includes FINRA-reviewed compliance-friendly archival to support Regulation Best Interest.

Product overview

TIFIN Wealth is a cutting-edge proposal generation platform that delivers personalized investment solutions for financial advisors. It is part of the broader TIFIN product portfolio which includes Magnifi (investment discovery), AMP (distribution), Give (charitable giving), @Work (workplace wealth), and Grantd (grant/equity management), along with divested brands 55ip and Paralel. TIFIN Wealth's core functionality includes intelligent risk alignment using quantitative multi-scoring approaches, simple goal-based micro-plans for retirement, and personalized proposal generation—all designed to help advisors optimize portfolio recommendations, improve client engagement, and convert prospects faster while remaining compliant with Regulation Best Interest.

Differentiator

Problem solved

Functional benefit

Brands

• TIFIN Wealth: AI-powered investment proposal generation platform for financial advisors that helps optimize portfolio recommendations, improve client engagement, and align investments with individual risk tolerance.
• Risk Alignment

Products and services

• TIFIN Wealth AI-powered proposal generation platform that helps financial advisors create personalized investment proposals by aggregating data from multiple assessments, analyzing client risk profiles, financial goals, and market data to deliver hyper-personalized portfolio recommendations within minutes. Designed for financial advisors, RIAs, broker-dealers, and wealth enterprises.
• Risk Alignment Risk assessment solution under TIFIN Wealth that assesses an investor's ability and willingness to take on risk by matching model portfolios to client risk profiles, enabling fact-based risk tolerance scoring.

Quantifiable outcome

• 16 short questions completed in less than 5 minutes
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability5 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core.

• FidelitycoreTechnology or IntegrationIntegration partnership enabling TIFIN Wealth to connect with Fidelity's custodial platform for seamless data exchange and workflow automation for advisors using Fidelity as their custodian.
• SchwabcoreTechnology or IntegrationIntegration with Schwab's custodial and trading platform allowing advisors to streamline workflows and enhance client servicing when using Schwab as their primary custodian.
• OrioncoreTechnology or IntegrationIntegration with Orion portfolio management platform enabling advisors to access TIFIN Wealth's proposal generation capabilities within their existing portfolio management workflows.
• WealthboxcoreTechnology or IntegrationCRM integration with Wealthbox allowing advisors to access TIFIN Wealth's proposal generation tools directly within their CRM workflow.
• RedtailcoreTechnology or IntegrationIntegration with Redtail CRM platform enabling seamless data flow and workflow integration for advisors using Redtail for client management.

Scale indicators1 record

Recent moves8 records

Expansion highlights5 records

Direct peers

• eMoney Advisor (Fidelity): eMoney Advisor is a comprehensive financial planning and proposal platform owned by Fidelity, serving RIAs and broker-dealers. It competes with TIFIN Wealth on personalized client proposals and risk-aligned planning, and its Fidelity ownership reinforces the same custodian relationship TIFIN Wealth leverages.
• MoneyGuidePro (Pieces Planning): MoneyGuidePro is a leading goals-based financial planning platform used by advisors to deliver retirement-focused proposals and plans, directly overlapping TIFIN Wealth's micro-planning and goals-based proposal functionality.
• Nitrogen (formerly Riskalyze): Nitrogen is the most directly comparable peer — it offers risk tolerance scoring, investment proposal generation, and compliance-friendly client questionnaires for financial advisors. Both TIFIN Wealth and Nitrogen compete on fact-based risk assessment and Reg BI-aligned proposal workflows.
• RightCapital: RightCapital offers financial planning, risk tolerance assessment, and advisor-facing proposal tools aimed at RIAs and independent advisors. It is a direct competitor in goals-based planning and proposal generation workflows.
• Orion Advisor Technology: Orion provides portfolio management, reporting, and proposal-generation tools for advisors, and is both a TIFIN Wealth integration partner and a competitor in the proposal-and-risk workflow space. Overlap is significant in the enterprise RIA segment.

Broad incumbents

• Black Diamond (SS&C): Black Diamond is an enterprise portfolio management and reporting platform owned by SS&C. It is both an integration partner of TIFIN Wealth and a broader incumbent serving RIAs with workflow and reporting capabilities that overlap.
• Envestnet (TAMP and advisor tech): Envestnet is an established TAMP and advisor technology platform offering risk profiling, proposal generation, and portfolio management at enterprise scale across broker-dealers and large RIAs. It is a broader incumbent whose capabilities overlap with TIFIN Wealth's enterprise offering.
• Morningstar Advisor Workstation: Morningstar provides investment data, research, and advisor-facing tools including proposals and portfolio analytics for RIAs and broker-dealers. It is a broad incumbent in advisor technology with overlapping proposal-generation capabilities.

Emerging players

• Holistiplan: Holistiplan is an emerging advisor-tech tool focused on tax planning and proposal workflows for financial advisors. It overlaps with TIFIN Wealth in the goals-based and tax-aware proposal space and is increasingly adopted by independent RIAs.
• Addepar: Addepar is a wealth management technology platform serving large RIAs and family offices with portfolio analytics and reporting. While not a direct proposal-generation competitor, it overlaps in serving enterprise wealth enterprises and could expand into TIFIN Wealth's workflow territory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

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

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries7 records

Funding overview

Funding rounds

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 Wealth