TIFIN uses artificial intelligence to provide personalized wealth management solutions across a broad client base, including individual investors, financial advisors, and asset managers. It builds platforms and companies that apply AI to improve investment outcomes and simplify wealth management by tailoring advice, portfolio construction, and product distribution to each user. Its product ecosystem integrates capabilities and partners to reduce frictions and create engaging experiences for users. TIFIN differentiates itself through a platform-driven approach, a strong partners and capabilities network, and a values-based culture focused on purpose, enabling more precise personalization and scalable wealth management. The company’s goal is to deliver measurable, AI-powered personalization and intelligent wealth management at scale for clients at all stages of their financial journey.
Company Size
51-200
Company Stage
Late Stage VC
Total Funding
$215.7M
Headquarters
Boulder, Colorado
Founded
2018
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