Shaping the Future of Investing

Our mission is to make investing a more powerful driver of financial wellbeing.

TIFIN builds engaging experiences through powerful AI and investment-driven personalization. We leverage the combined power of investment intelligence, data science, and technology to make investing a more engaging experience and a more powerful driver of financial wellbeing.

TIFIN recognizes the uniqueness of each investor and believes in the power of AI-based personalization to drive wealth goals.


Accelerating digital distribution in the investment management industry.

We work with financial advisors, wealth management enterprises, financial media and other intermediaries to enhance and expand their client or user-facing capabilities. Through personalization and embedded investments, we help the investment management industry leverage digital distribution.

Learn about our divisions

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

Strategic Partners Include