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.

Simplifying Investing Success

An advanced investment search and discovery marketplace for intermediaries and retail brokerage to democratize investment intelligence.

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Your AI Partner For Client Personalization

Using AI to transform client personalization and intelligence for wealth intermediaries such as financial advisors, work places, neo-banks and other consumer fintechs.

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Your AI Partner For Modern Distribution

The combination of marketing, data science and sales enablement capabilities to drive more intelligent distribution.

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Transforming Wealth Outcomes Through Generative AI

A thematic innovation platform designed to launch companies that provide B2B AI assistants for better wealth outcomes.

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