TIFIN
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TIFIN

http://tifin.com/
Last activity: 24.04.2024
Categories: HomePersonalLocalPlatformFuturePlanningManagementInvestmentFinTechService
TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the Advisor and Self-directed Investor, recognizing the uniqueness of each investor. We deliver these personalization capabilities through our our investment marketplace Magnifi and TIFIN WealthTech, a collection of advice and planning products. Magnifi assists both financial advisors and self-directed investors with a Google-like search and discovery portal that answers investment questions and allows for investment discovery, trading, and portfolio enhancement. TIFIN WealthTech combines several advice, planning and investment capabilities for advisors that includes risk, planning, profiling, investments, insights, charitable giving and alternative investments. • Magnifi: https://magnifi.com • WealthTech: • Totum: https://www.totumrisk.com/ • Plan IQ: https://www.planiq.com/ • Positivly: https://positivly.com • Clout: https://www.myclout.com • Louise: http://poweredbylouise.com/ • Financial Answers: https://financialanswers.io/
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6.36K
Website visits
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Mentions
44
Location: United States, Colorado, Boulder
Employees: 201-500
Phone: +92 312 1244096
Total raised: $156M
Valuation: $842M
Founded date: 2018

Investors 1

Funding Rounds 2

DateSeriesAmountInvestors
12.05.2022Series D$109MMotive Par...
02.11.2021Series C$47MHamilton L...

Mentions in press and media 44

DateTitleDescriptionSource
24.04.2024Jeannette Kuda Joins TIFIN AG as Chief Operating OfficerThe former LPL executive joins TIFIN AG to lead the firm's next stage of growth driving net asset gr...salamancap...
22.02.2024SEI and TIFIN Partner to Power the Future of Wealth Through ...Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth SEI announced a...aithority....
24.01.2024TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to ...The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth ...aithority....
04.01.2024TIFIN & Franklin Templeton Introduce TIFIN @Work: Innova...The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable...aithority....
29.11.2023Users Link Over $500 Million in Self-Directed Assets on Magn...Magnifi from TIFIN now provides answers to financial questions of over 45,000 subscribed users. Magn...aithority....
02.09.2023Money Management: Fintech Magnifi Announces New Initiative S...Money News Network and Magnifi announced a “first-of-its-kind” podcast, “Money Assistant,” hosted by...crowdfundi...
16.07.2023Fintech Magnifi Launches Linked Acct Capability to Provide U...Magnifi, the AI-powered co-pilot for sensible investors from TIFIN, has launched a new feature that ...crowdfundi...
14.07.2023Magnifi Launches Linked Account Capability to Create Unified...Magnifi, the AI-powered co-pilot for sensible investors from TIFIN, has launched a new feature that ...aithority....
09.06.2023Tifin Amp Raises Series A FundingTifin Amp, a US and India-based Artificial Intelligence modern distribution company, closed a Series...finsmes.co...
01.02.2023TIFIN Announces Strategic Collaboration with Morningstar to ...TIFIN, the AI for Wealth platform, announced a collaboration with Morningstar to bring real-time, ag...aithority....
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