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.

Latest News & Insights

Image for 2024 COLORADO GOVERNOR’S CITIZENSHIP MEDAL RECIPIENTS ANNOUNCED IN PARTNERSHIP WITH CIVICO
Press Release

2024 COLORADO GOVERNOR’S CITIZENSHIP MEDAL RECIPIENTS ANNOUNCED IN PARTNERSHIP WITH CIVICO

Vinay Nair — CEO & Founder of TIFIN and Fintech Innovator — Growth and Innovation Medal; Honoring an entrepreneur's exceptional ingenuity and statewide inspiration.
Image for Alera Group Deploys TIFIN @Work’s AI-Powered Platform
Press Release

Alera Group Deploys TIFIN @Work’s AI-Powered Platform

Retirement Plan Services practice adds platform to fuel advisor growth and dynamically address plan participants’ individual needs
Image for AssetMark Adds TIFIN AI Capabilities to Enhance and Scale  its Industry-Leading Wealth Management Platform
Press Release

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors

Strategic Partners Include