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