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.

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Digital Platform of Investor Communities

A disruptive fintech and consumer data platform to help match self-directed investors to advisors and investment managers.

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Personalized Advice and Planning

An AI-driven wealth platform using personalization to deliver individual outcomes across investments, planning, personality assessments, risk assessments, communication, alternatives, and giving.

Hyper-Personalized &
Intelligent Investment Proposals

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Personalized Content &
Insights

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Connecting Investments &
Giving

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Direct Alternative
Investing

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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.
Coming Soon