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.
Digital Platform of Investor Communities
A disruptive fintech and consumer data platform to help match self-directed investors to advisors and investment managers.
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.