Originally Posted on The Financial Technology Report
TIFIN applies AI, data science, and advanced technology to address challenges in wealth and asset management, developing solutions that improve operational efficiency and client outcomes. The company builds and operates a portfolio of businesses, including TIFIN Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give, TIFIN AXIS, and TIFIN India, with past ventures such as 55ip which was acquired by JP Morgan. With the capability to bring products from MVP to market in as little as six months, TIFIN develops tools that range from personalized financial guidance platforms to AI-powered productivity agents for operational teams. Founded in 2018 by Dr. Vinay Nair, the company is headquartered in Boulder, Colorado.
Serving wealth enterprises, asset managers, and insurers globally, TIFIN has recently advanced its reach and capabilities through major initiatives. In April 2025, it launched TIFIN AXIS, a platform of AI agents built with Palantir to automate middle office processes. In June, it deepened its collaboration with Concurrent Investment Advisors enhancing data-driven client engagement through TIFIN AG. By July, TIFIN had opened a multilingual LLM innovation hub in India, improving the company’s ability to serve markets such as Japan and enabling development across its U.S., Spain, and India teams. Supported by investors including JP Morgan, Morningstar, and Franklin Templeton, TIFIN continues to expand its AI capabilities to meet the needs of a global financial sector.