Technology + Innovation for Finance
We build products to deliver better wealth outcomes for more people.
“Powerful forces are transforming wealth. Demand for personalization and intelligence are increasing dramatically across the whole finance landscape.”
– Dr. Vinay Nair, TIFIN Founder & CEO
We use modern technology to build
applications for the financial ecosystem.
We build applications across investments, operations, and distribution and back portfolio companies that help advisors, wealth enterprises, asset managers, insurance providers, and end-individuals achieve better outcomes.
Our AI enhances every layer of the financial enterprise — front, middle, and back office — to help how asset management, wealth management, and insurance sectors embrace AI.
PLATFORMS
The Agentic OS for Wealth
A unified platform that coordinates AI agents across workflows with shared context, enforced rules, and sequenced tasks. Not isolated tools. One system.
Build, deploy, and operate agentic workforces for wealth and wealth-adjacent sectors that support both advisors and end investors.
PORTFOLIO COMPANIES
India
Distribution Science
AI that empower distribution and wealth teams to drive smarter sales, deeper engagement, and more effective growth.
Workplace to Wealth
Tax Intelligence
A track record of innovation
2019
55IP joins TIFIN portfolio
2021
- Paralel is founded
- JP Morgan, Morningstar, Hamilton Lane join as Strategic Partners
2023
- AtWork, Helix, and Sage launched
2025
- TIFIN AXIS launched
- Expansion into annuity and insurance use cases
- Grantd launches in partnership with TIFIN and Edward Jones
Dec. 2018
TIFIN is founded by Dr. Vinay Nair
2020
- Magnifi search engine launches
- 55ip is sold to JP Morgan
2022
- TIFIN Give and TIFIN AMP launched
- Magnifi launches AI-assistant
- Franklin Templeton joins as a Strategic Partner
- TIFIN India Launched
- SEI & DSP Group join as strategic partners
- Strategic exit from Paralel
2026
- TIFIN.AI consolidates
AI-native companies into
unified platform
Dec. 2018
TIFIN is founded by Dr. Vinay Nair
2019
55IP joins TIFIN portfolio
2020
- Magnifi search engine launches
- 55ip is sold to JP Morgan
2021
- Series A & Series B with partners JP Morgan and Morningstar joining
- Paralel is founded
- Series C in with partner Hamilton Lane joining
2022
- Series D with partners Hamilton Lane and Motive Partners joining
- TIFIN Give launched
- TIFIN AMP and TIFIN AG launched
- Magnifi launches AI-assistant
- Offices open in NYC, Charlotte, and Bengaluru
2023
- TIFIN.AI launched, leading to creation of AtWork, Helix, and Sage
- Office opened in Madrid
2024
- TIFIN India Launched
- SEI & DSP Group join as strategic partners
- TIFIN exits Paralel
2025
- TIFIN AXIS launched
- Expansion into annuity and insurance use cases
- Grantd launches in partnership with TIFIN and Edward Jones
2026
- TIFIN.AI consolidates AI-native companies into unified platform
In 2020: 55ip, an intelligent platform for tax-smart investment strategies, was acquired by J.P. Morgan Asset Management.
In 2024: TIFIN successfully sold its stake in Paralel, a next-gen fund administration for back-office needs, to SLCT Holdings.
Portfolio Leadership
TIFIN Board
Dr. Vinay Nair
Founder & CEO,
TIFIN
Ken Denman
General Partner at Sway Ventures
Former CEO Emotient
Tom Tinsley
Former Managing Director,
General Atlantic
Former CEO, Baan Software N.V.
Cathie Wood
CEO and CIO,
ARK Invest
Glenn Hubbard
Director of the Chazen Institute,
Dean Emeritus
Professor of Finance and Economics,
Columbia Business School
Anil Arora
Senior Partner, TIFIN
Former CEO of Envestnet | Yodlee
Lila Flores
US Commercial Leader,
Palantir Technologies
Strategic Partners
Be part of our journey
Looking to speak with one of our experts about TIFIN, the future of finance, or the future of AI?
Want to join our growing team and use your talents to drive better wealth outcomes for more people?
Interested in becoming involved in the TIFIN journey as a strategic partner or investor?
