Leadership
Built by leaders across wealth management, AI, and financial technology Harshendu Bindal Brooke Juniper Tom Van Horn
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Request an invitation Join a limited group of institutions deploying coordinated AI agents across wealth workflows—sharing context, governed execution, and humans in the loop. Early access is now open to a small number of qualified firms. Complete the form and our team will follow up to evaluate fit and discuss potential deployment. *Required field LinkedInThis […]
News
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TIFIN.AI
Wealth’s agentic era has arrived. One platform. Shared context. Coordinated agents. TIFIN.AI works the way your business actually does. Request access “The wealth management industry has a math problem. Advisors are retiring. Clients are more complex. The demand for advice is growing. AI isn’t a threat—it’s the only way the math works.” – Dr. Vinay […]
Give – New Partnerships
New Partnerships Frequently asked questions These FAQs are specifically for charitable organizations that will be receiving grant payments from TIFIN Give through Chariot Disbursements. Is Chariot secure? Yes. Chariot’s system for receiving grants is significantly more secure than traditional methods such as checks or even ACH. Its “in-network” transfers are instantaneous and do not […]
Wealth
Amplify advisor growth Empower wealth enterprises and advisors to focus on the right opportunities at the right time to drive organic growth and deliver better client outcomes. Wealth firms face a common challenge: too much data, too little clarity. Wealth data intelligence AMP for Wealth brings intelligence to every layer of your business, connecting marketing, […]
Distribution
Amplify distribution intelligence Turn activity into outcomes and empower asset managers, insurers, and alternative providers to focus on the right firms, scale the right products, and grow with precision. Distribution success depends on precision AMP for Distribution helps firms focus where it matters most, identifying high-value relationships, anticipating advisor needs, and optimizing coverage. The result: […]
Resources
Resource Categories (filter by categories) All Demos Growth Studio Thought Leadership
News
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Transitions
Onboard advisors in 14 days instead of 90 AI agents that execute your entire transition process—from CRM migration to account opening to go-live. No additional headcount required. Schedule demo “>80% improvement in transition time” — COO, $18B RIA Your transitions take too long, cost too much, and leave advisors and their clients frustrated. Your ops […]