AI For Wealth

TIFIN creates companies to improve wealth outcomes

AI Brain
“Powerful forces are transforming asset and wealth management, increasing the demand for personalization and intelligence. TIFIN, with its ecosystem of capabilities and partners, is uniquely positioned to help the industry for this future by serving the individual at all times.”
– Dr. Vinay Nair, Founder & CEO, TIFIN

Learn About Our Holdings

Whether you are a direct investor seeking advice, an advisor looking for better solutions for your clients or an asset manager seeking to distribute your product, TIFIN’s platforms offer a wide range of capabilities to remove frictions and create engaging experiences.

Driven by an ecosystem of leaders in technology and finance, guided by a values-based culture of purpose.

Strategic Partners Include

Morningstar logo
J.P. Morgan logo
Broadridge logo
Motive Partners logo
Franklin Templeton logo