We help bridge the gap among retail investors, their trusted intermediaries, and investment managers.
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 platforms offer a wide range of capabilities to remove frictions and create engaging experiences.
Marketplace for Self-directed Investors and Advisors
An advanced investment search and discovery marketplace for intermediaries and retail brokerage to democratize investment intelligence.
Personalized Advice and Planning
Using AI to transform client personalization and intelligence for wealth intermediaries such as financial advisors, work places, neo-banks and other consumer fintechs.
Digital Distribution and Insights Engine for Wealth and Investment Managers
Digital distribution insights and infrastructure derived from proprietary, partner and third-party data for asset managers.