TIFIN Wealth
Using AI to transform client personalization and intelligence for wealth intermediaries. We work with financial advisors, wealth enterprises, workplaces, and consumer fintechs to enhance their value proposition.







Using TIFIN Wealth you can identify which of your clients and prospects most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each clients needs and wants and create personalized Donor Advised Funds for their family’s charitable giving.
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
Clout


AI-powered turnkey growth marketing
Private Markets


Direct access to private market investments





Intelligence Solutions
Know Your Clients


Get to know your clients through data enrichment
Prospect Prioritization


Leverage the latest AI technology to prioritize prospects

Engaging

Intelligent

Personalized
Strategic Partners Include





