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
“Google” like investment search, discovery and investing to power a marketplace for investments, and brokerage to democratize investment intelligence.
A disruptive fintech and consumer data platform to help match self-directed investors to advisors and investment managers.
TIFIN WealthTech
Netflix/Stitchfix like “personalized” wealth platform comprised of capabilities including investments, planning, personality assessments, risk assessments, value-add insights, and giving.
Distilled data for asset managers
Infrastructure for a Customer Data Platform to extract intelligence from proprietary and third-party driver, to inform growth opportunities and power distribution.