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.
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.
Your AI Partner For Modern Distribution
The combination of marketing, data science and sales enablement capabilities to drive more intelligent distribution.
Transforming Wealth Outcomes Through Generative AI
A thematic innovation platform designed to launch companies that provide B2B AI assistants for better wealth outcomes.