Full-Time
Posted on 2/26/2025
AI-driven personalized wealth management solutions
$150k - $200k/yr
Senior
Charlotte, NC, USA + 1 more
More locations: Boulder, CO, USA
Candidates can work from either Boulder, CO or Charlotte, NC.
TIFIN enhances wealth management by using artificial intelligence to improve financial outcomes for various clients, including individual investors, financial advisors, and asset managers. The company creates platforms that personalize and intelligently manage wealth, addressing the growing demand for tailored financial solutions. TIFIN's services aim to eliminate obstacles and provide engaging experiences for users, setting it apart from competitors in the asset and wealth management industry. The goal is to offer AI-driven solutions that create a steady income stream while serving clients effectively.
Company Size
201-500
Company Stage
Late Stage VC
Total Funding
$237.7M
Headquarters
Boulder, Colorado
Founded
2018
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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
BOULDER, Colo., May 14, 2025 /PRNewswire/ -- TIFIN , a leader in AI for financial services, has announced the launch of TIFIN AXIS, a platform of AI agents designed to revolutionize middle office operations in financial services. Built on TIFIN's proven financial AI capabilities and Palantir's robust data infrastructure, TIFIN AXIS is designing a collection of AI agents for the numerous middle office processes that are common among wealth enterprises and among asset managers.The middle office often struggles with costly, error-prone manual workflows, disconnected systems, and navigating legacy tech stacks. In addition, turnover rates in this group remain high alongside elevated training costs. Through its deep domain expertise across wealth and asset management, and its leadership in finance specific AI, TIFIN has launched this project to address these challenges directly. With a collection of AI agents beneath a central orchestrator, this new approach helps reduce risks, increase efficiency and remove bottlenecks that drive growth.The platform's architecture includes:AI Agent Orchestrator: Multi-agent systems that automate tasks and streamline workflows, driving measurable improvements in operational efficiency.Multi-agent systems that automate tasks and streamline workflows, driving measurable improvements in operational efficiency. Human-in-the-Loop Collaboration: AI-powered co-pilot for advisors and other user personas, streamlining workflows across business workflows such as prospecting, conversion, onboarding, and client servicing.AI-powered co-pilot for advisors and other user personas, streamlining workflows across business workflows such as prospecting, conversion, onboarding, and client servicing
A three-person panel of TIFIN representatives highlighted this point at last month's Alts Summit, generating follow-up questions from advisors in the audience that the Playbook is designed to answer.
Former Franklin exec joins TIFIN to boost leadership team.
BOULDER, Colo., April 10, 2025 /PRNewswire/ -- TIFIN AG , a leading provider of artificial intelligence (AI) and growth science solutions for the wealth management industry, today announced a strategic partnership with SteelPeak Wealth (SteelPeak), an independent registered investment advisor with $3.4 billion in assets under management. Through this collaboration, SteelPeak will leverage TIFIN AG's AI-powered asset consolidation package to enhance client engagement, foster holistic financial advisory, and drive better wealth outcomes for investors.SteelPeak joins a growing list of forward-thinking RIAs choosing to work with TIFIN AG to expand existing client relationships and drive organic growth at scale. The partnership underscores the increasing demand across the RIA channel for solutions that empower advisors with actionable intelligence while staying true to their mission of delivering sophisticated yet simple wealth management solutions."As wealth management firms evolve to meet the expectations of today's investors, we see a clear shift toward intelligent, data-driven growth strategies," said Jeannette Kuda, President and COO of TIFIN AG. "SteelPeak's commitment to holistic financial advisory and tailored solutions for their clients aligns with our mission at TIFIN AG—helping advisors unlock opportunities that lead to long-term financial security and peace of mind for the investors they serve. We're thrilled to support SteelPeak in achieving their vision."SteelPeak's team of 24 advisors serves more than 2,000 households with a philosophy rooted in its unwavering commitment to offer holistic financial advisory for every aspect of one's life. "Our firm is focused on helping clients achieve financial freedom through sophisticated wealth management solutions, from planning and investing to tax and estate consulting," said Tyler Resh, Chief Growth Officer at SteelPeak
Appointment follows addition of former LPL executive, Rob Pettman as TIFIN President and international expansion with TIFIN India.BOULDER, Colo., April 9, 2025 /PRNewswire/ -- TIFIN, a leading AI platform for the asset, wealth, and insurance sectors, announces the appointment of Harshendu Bindal to its executive team. Bindal will serve as CEO of TIFIN's Magnifi, which leverages conversational AI to build consumer facing investment platforms as the firm expands its enterprise offerings. He will also serve as the firm's Chief Global Officer, overseeing international expansion and partnerships including TIFIN India. He brings decades of fintech and digital wealth experience across Asia, Europe, and the Middle East. Bindal most recently led Franklin Templeton Strategic Ventures, overseeing venture investments, partnerships, and strategic platforms advancing Franklin Templeton's advisor technology capabilities. He previously served as Global Head of Digital Strategy and Wealth Management, Head of Retail, and President of Franklin Templeton Asset Management (India), where he helped build one of the country's most respected asset managers