Your AI Partner for Client Personalization
TIFIN Wealth is the first AI-powered platform designed to deliver client personalization with modular wealth capabilities and real-time business intelligence. We work with financial advisors, wealth enterprises, workplaces, and consumer fintechs to advance personalization-led growth.
TIFIN Wealth’s Intelligence packages prioritize growth opportunities with prospects and clients. Act on what you learn by nurturing across wealth modules spanning risk, planning, financial personality, public and private investing, marketing and charitable giving.
Learn more about accessing your growth superpower.
Personalization Solutions
TIFIN Wealth is an AI-driven platform designed to drive personalization at scale across investments, financial planning, personality assessments, risk assessments, client communication, private markets, and charitable giving.
Risk
Intelligent, fact-based risk analysis
Plan
AI-driven conversational financial planning
Personality
Scientific financial personality assessments
Invest
Personalized investment research and proposals
Give
Personalized donor advised funds
Content
AI-powered growth marketing
Private Markets
Direct access to private market investments
Intelligence Solutions
Know Your Clients
Know your clients through data enrichment
Prioritize Clients
Prioritize cross-sell using AI
Prospect Prioritization
Leverage the latest AI technology to prioritize prospects
Engaging
Intelligent
Personalized
Strategic Partners Include
