Internship

Summer Interns

Machine Learning, Engineering, Quant

Confirmed live in the last 24 hours

TIFIN

TIFIN

201-500 employees

AI-driven personalized wealth management solutions

Compensation Overview

$16.50/hr

+ Incentive Compensation + Client Acquisition Bonus Programs

Charlotte, NC, USA + 2 more

More locations: New York, NY, USA | Boulder, CO, USA

Candidates must have a local presence in Boulder, New York, or Charlotte areas.

Category
Applied Machine Learning
AI Research
AI & Machine Learning
Quantitative Finance
Required Skills
Machine Learning
Requirements
  • Previous intern experience in related area
  • Currently a rising senior in an engineering, data science or MBA program
  • Interest in fintech and AI space
  • Ability to thrive in a highly demanding, entrepreneurial, and fast-paced environment
  • A top performer with a proactive approach who has a “doer” & problem-solver mentality
  • An exceptional team player with solid communication skills
  • A local presence in the Boulder, New York, or Charlotte areas
Responsibilities
  • Work directly with a Generative AI product team
  • Take ownership of a specific project throughout the internship
  • Gain hands-on experience on an early-stage generative AI product
  • Collaborate with engineering, product, marketing, sales, and leadership teams

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 wealth management, making it easier for users to engage with their financial goals. TIFIN stands out from competitors by focusing on eliminating friction in the wealth management process and providing a tailored experience for each user. The goal of TIFIN is to create a seamless ecosystem of AI-driven solutions that consistently serve the needs of individuals and financial professionals, ensuring effective wealth management.

Company Size

201-500

Company Stage

Late Stage VC

Total Funding

$237.7M

Headquarters

Boulder, Colorado

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • AI-driven personalization in wealth management is gaining traction, benefiting TIFIN's business model.
  • Strategic partnerships with firms like SteelPeak enhance TIFIN's market reach and service delivery.
  • The integration of AI in financial services is expected to grow by 23% annually.

What critics are saying

  • Increased competition from AI-driven fintech companies could erode TIFIN's market share.
  • Rapid technological changes may outpace TIFIN's ability to adapt, risking obsolescence.
  • Potential regulatory scrutiny on AI applications could increase compliance costs for TIFIN.

What makes TIFIN unique

  • TIFIN uses AI to personalize wealth management, enhancing client engagement and outcomes.
  • The company partners with RIAs like SteelPeak to drive organic growth and client engagement.
  • TIFIN's leadership team includes experienced executives from Franklin Templeton and Morgan Stanley.

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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

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Blue Vault Partners
Apr 15th, 2025
TIFIN 'Playbook' Aims to Fill AI Knowledge, Guidance Gap

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.

Financial Technology Insights
Apr 10th, 2025
Former Franklin Exec Joins TIFIN to Boost Leadership Team

Former Franklin exec joins TIFIN to boost leadership team.

PR Newswire
Apr 10th, 2025
Tifin Ag Expands Ria Momentum With Strategic Partnership With Steelpeak Wealth To Drive Organic Growth

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

PR Newswire
Apr 9th, 2025
Former Franklin Templeton Exec Joins To Strengthen Tifin'S Executive Team

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

PR Newswire
Mar 11th, 2025
Brian Mcdonald Joins Tifin As Executive In Residence

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