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TIFIN.AI

Wealth’s agentic era has arrived.

One platform. Shared context. Coordinated agents. 
TIFIN.AI works the way your business actually does.

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“The wealth management industry has a math problem. Advisors are retiring. Clients are more complex. The demand for advice is growing.
AI isn't a threat—it's the only way the math works.”
– Dr. Vinay Nair

AI agents can multiply advisors’ capacity 5-7x.

Agent Capacity - Traditional: 150 clients per advisors. Capacity with AI 1,000 clients per advisor

Financial services have reached the limits of legacy technology.

Clients are entering faster than they can be served, with more complex products and higher expectations.

TIFIN.AI changes the economics of advice.

With up to 20 specialized AI agents, a mid-sized team can expand capacity while unlocking segments that previously weren’t viable.

Specialized intelligence, built for finance

Some assume a powerful enough model will figure out context and coordination. It won’t. Models don’t know when a client just lost a parent or has a tax liability, nor what matters in each workflow. That requires system architecture.

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Human-System Experience

Latency-aware, multilingual, and multimodal agent experiences.
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Agent Orchestration

Coordinates multi-agent workflows (native and third-party).
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Agent Library

Improves model accuracy using workflow schemas, knowledge graphs, and guardrails.

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Context Layer

Unifies data, tools, and business rules to align agents with goals.

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Enterprise-Grade Assembly

Ensures privacy, compliance, observability, and explainability.

Growth Workflows
Agents that help product and advice providers execute distribution and sales efforts more efficiently.
Investment Workflows

Agents that handle investment tasks, reporting, portfolio management, and other investment objectives.

Operational Workflows
Agents that automate and execute middle and back office operational functions such as onboarding, monitoring and servicing.

IN PRACTICE

A $10B+ RIA aggregator faced a bottleneck.

Onboarding new firms took 10-12 weeks of heavy operations work.

TIFIN.AI deployed onboarding and servicing agents to execute operational workflows including ACAT transfers, advisor support, and model monitoring.

  • Onboarding reduced from weeks to <1 day of human input
  • Operations teams reduced manual processes
  • Advisors receive automated client materials and meeting preparation

The aggregator now supports more RIAs with a smaller operations team.

Screenshot of client communicating with an agent.

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Questions?

What is AI for financial advisors, and how are AI agents used in wealth management?
AI for financial advisors refers to systems that use AI agents to automate and execute advisory, operational, and investment workflows. These agents handle tasks such as client onboarding, portfolio monitoring, meeting preparation, compliance checks, and account servicing. In wealth management, agents are orchestrated across workflows using shared data and context, allowing firms to scale service and deliver insights more efficiently.
How can AI agents help financial advisors serve more clients without increasing staff?

AI agents help financial advisors serve more clients by automating many of the operational and analytical tasks that normally require manual effort. Specialized agents can handle workflows such as client onboarding, portfolio monitoring, meeting preparation, compliance checks, and account servicing. By reducing time spent on administrative work and coordinating these processes in the background, AI agents allow advisors to focus on client relationships and strategic guidance—enabling teams to scale their capacity while still delivering personalized advice.

What is an agentic AI platform for wealth management?
An agentic AI platform for wealth management is a system that orchestrates multiple AI agents across advisory, operational, and investment workflows. Instead of standalone tools or chat interfaces, the platform coordinates agents using shared context, rules, and data infrastructure. This enables agents to execute tasks in sequence, integrate with enterprise systems, and operate within compliance requirements as part of a unified platform.
How does AI improve operations for RIAs and wealth management firms?
AI improves operations for RIAs and wealth management firms by using AI agents to automate and orchestrate workflows such as onboarding, account transfers, reporting, and client servicing. Agents reduce processing time, standardize execution, and surface exceptions for human review. This allows operations teams to support more advisors and accounts while maintaining control and oversight.
Can AI help financial advisors deliver personalized advice?
AI enables financial advisors to deliver personalized advice by using orchestrated agents to analyze client data and portfolio holdings at scale. These agents generate tailored insights, prepare client materials, and monitor portfolios continuously. Advisors remain focused on relationships and decision-making while agents handle the underlying workflows, allowing personalized guidance to extend across a larger client base.
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