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About TIFIN
Industries
Fintech
Financial Services
Company Size
201-500
Company Stage
Late Stage VC
Total Funding
$231.2M
Headquarters
Boulder, Colorado
Founded
2018
Overview
TIFIN enhances wealth management by using artificial intelligence to provide personalized solutions for various clients, including individual investors, financial advisors, and asset managers. Its platforms are designed to improve wealth outcomes by eliminating frictions and creating engaging user experiences. TIFIN stands out from competitors by focusing on personalization and intelligent management of wealth, which is increasingly important in the evolving financial services sector. The company's goal is to create a seamless ecosystem of AI-driven wealth management solutions that cater to the needs of its clients, ensuring they receive tailored advice and effective product distribution.
Simplify's Take
What believers are saying
- AI-driven personalization in wealth management is increasingly in demand.
- TIFIN's international expansion, like in India, offers significant growth opportunities.
- The global wealth management market is projected to reach $3.43 trillion by 2030.
What critics are saying
- Increased competition from firms like Robinhood and Betterment in AI-driven services.
- Potential regulatory challenges in international markets, such as India.
- Cybersecurity threats could target TIFIN's AI and data-reliant systems.
What makes TIFIN unique
- TIFIN uses AI to personalize wealth management, enhancing client experiences.
- The company operates multiple fintech firms, focusing on wealth, investments, and personal finance.
- TIFIN's platforms eliminate frictions, creating engaging experiences for users.
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Funding
Total Funding
$231.2M
Above
Industry Average
Funded Over
6 Rounds
Benefits
Performance linked variable compensation, including equity
Medical, dental, vision, insurance
Open PTO and Company-paid holidays
Remote work flexibility
Corporate Social Responsibilty opportunities
Fully stocked office kitchens
Company sponsored events
Growth & Insights and Company News
6 month growth
↓ -4%1 year growth
↓ -4%2 year growth
↓ -4%BOULDER, Colo., March 11, 2025 /PRNewswire/ -- TIFIN, the AI platform for asset, wealth and insurance announces that Brian McDonald has joined TIFIN as an executive in residence. As an executive in residence Brian will provide guidance to some of the TIFIN products and also explore new opportunities in partnership with TIFIN Studios. He will join the boards of TIFIN @Work and TIFIN Give. TIFIN @ Work is the first workplace platform that is designed to drive advisor growth and TIFIN Give is a modern philanthropy platform to power giving for wealth enterprises and their clients. McDonald brings leadership experience from Morgan Stanley, where he served as Managing Director overseeing workplace financial solutions, equity compensation, and retirement benefits, and from Charles Schwab, where he spent over two decades in key leadership roles spanning wealth management, stock plan services, and financial technology-driven solutions
Brian McDonald joins TIFIN as Executive in Residence.
BOULDER, Colo., Jan. 8, 2025 /PRNewswire/ -- TIFIN, a leader in AI-driven solutions for wealth and asset management, is excited to announce Graham Day as Director of Strategic Development. Graham brings over 20 years of experience from senior roles at American Equity Investment Life Insurance Company and Equitable, where he drove growth and innovation in complex financial ecosystems
Partnership adds artificial intelligence capabilities to help fuel organic growth, complementing Cetera's proven growth programs, including its popular GrowthLine offeringSAN DIEGO, Jan. 16, 2025 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, has partnered with TIFIN AG Inc. (TIFIN AG) to provide Cetera advisors and financial institutions access to artificial intelligence (AI) tools designed to identify new growth opportunities and deliver actionable insights. The collaboration with TIFIN AG, a leading provider of AI-powered solutions that aim to drive organic growth, expands Cetera's share-of-wallet tools and resources for Cetera advisors and financial institutions
Annual award honors exceptional Colorado leaders. DENVER, Dec. 6, 2024 /PRNewswire/ -- Governor Jared Polis, in partnership with CiviCO, is proud to announce the recipients of the 2024 Colorado Governor's Citizenship Medals. CiviCO is a nonprofit that empowers established and aspiring leaders to ignite and unite cultures of leadership for a better Colorado. This award recognizes individuals and organizations who demonstrate excellence in leadership and are committed to creating a positive impact in their communities. The five recipients will be celebrated at a special ceremony on January 23, 2025, marking a key event during Colorado Leadership Month. The 2024 recipients and medal categories: Ed Dwight — Aerospace Pioneer and Renowned Sculptor — Vanguard Legacy Medal, Honoring a community leader who has made transformational contributions to the community throughout their career
TIFIN is Hiring for 7 Jobs on Simplify!
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About TIFIN
Industries
Fintech
Financial Services
Company Size
201-500
Company Stage
Late Stage VC
Total Funding
$231.2M
Headquarters
Boulder, Colorado
Founded
2018
TIFIN is Hiring for 7 Jobs on Simplify!
Find jobs on Simplify and start your career today