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
