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

“Google” like investment search, discovery and investing to power a marketplace for investments, and brokerage to democratize investment intelligence.

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

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TIFIN WealthTech

Netflix/Stitchfix like “personalized” wealth platform comprised of capabilities including investments, planning, personality assessments, risk assessments, value-add insights, and giving.

Conversational AI based investment – linked planning

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Personalization Engine

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Risk assessment

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Personalized content & insights

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Connecting investments & giving

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AI + conversational UI integrated experience

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Distilled data for asset managers

Infrastructure for a Customer Data Platform to extract intelligence from proprietary and third-party driver, to inform growth opportunities and power distribution.

Coming Soon