Leadership
Built by leaders across wealth management, AI, and financial technology Harshendu Bindal Brooke Juniper Tom Van Horn
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Request an invitation Join a limited group of institutions deploying coordinated AI agents across wealth workflows—sharing context, governed execution, and humans in the loop. Early access is now open to a small number of qualified firms. Complete the form and our team will follow up to evaluate fit and discuss potential deployment. *Required field LinkedInThis […]
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TIFIN.AI
TIFIN.AI exists to enable better wealth outcomes for more people. Operating Desks for Wealth. Composable agentic blocks for operations, investments, growth and business management. Deployed on the stack you already own. Licensed as software. Deploy one component. Add more as they earn their place. Request access “The wealth management industry has a math problem. […]
Give – New Partnerships
New Partnerships Frequently asked questions These FAQs are specifically for charitable organizations that will be receiving grant payments from TIFIN Give through Chariot Disbursements. Is Chariot secure? Yes. Chariot’s system for receiving grants is significantly more secure than traditional methods such as checks or even ACH. Its “in-network” transfers are instantaneous and do not […]
Wealth
Amplify advisor growth Empower wealth enterprises and advisors to focus on the right opportunities at the right time to drive organic growth and deliver better client outcomes. Wealth firms face a common challenge: too much data, too little clarity. Wealth data intelligence AMP for Wealth brings intelligence to every layer of your business, connecting marketing, […]
Distribution
Workflow intelligence for distribution teams. Turn distribution intelligence into field execution, helping asset managers, insurers, and alternative providers prioritize opportunities, prepare for engagement, and drive growth with greater precision. Distribution success depends on precision AMP helps distribution teams prioritize opportunities, prepare for advisor engagement, and execute with greater precision across the wholesaler workflow. Powered by unified […]
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Transitions
Onboard advisors in 14 days instead of 90 AI agents that execute your entire transition process—from CRM migration to account opening to go-live. No additional headcount required. Schedule demo “>80% improvement in transition time” — COO, $18B RIA Your transitions take too long, cost too much, and leave advisors and their clients frustrated. Your ops […]