The Platform for Financial AI
TIFIN builds fintech platforms that accelerate large-scale themes towards its mission of “better wealth outcomes for more people” in the areas of wealth management, asset management and insurance. Current areas of focus include:
- Agentic Workforce Platforms
- Tax Intelligence
- Workplace to Wealth
- Distribution Science
Agentic
Workforce
Workforce
AI platforms for wealth, asset management, and insurance; supporting home office, advisors, and end clients across a variety of workflows.
Tax
Intelligence
Intelligence
Tax intelligence and optimization for better wealth outcomes through advisor centric platforms across investments and philanthropy.
Workplace
To Wealth
To Wealth
Infrastructure connecting workplace benefits and personal wealth platforms, enabling advice where savings and investment decisions begin.
Distribution
Science
Science
AI-driven intelligence that helps asset managers and financial providers reach the right advisors and investors.
Trusted by asset managers, wealth managers, advisors, family offices, wealthtech providers, insurance providers and more.
In partnership with
Recent News
TIFIN Give Works With Canterbury Consulting to Expand Strategic Philanthropic Planning Capabilities
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TIFIN Give to Power Donor-Advised Fund Experience for Confluence Financial Partners
