We create engaging AI-driven platforms for advisors, wealth managers, and other intermediaries to deliver better individual outcomes.
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A platform that helps financial advisors create hyper-personalized and intelligent investment proposals for their prospects by matching portfolios to an individual’s risk, planning, and financial personality insights.
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TIFIN Risk Icon
Intelligent, fact-based risk tolerance via three risk scores to protect your prospects.
TIFIN Plan Icon

Conversational, AI-based planning that answers your prospects’ most pressing financial questions.

TIFIN Personality Icon

A scientific assessment that identifies your prospects’ intrinsic financial motivations.

Our Other Offerings


AI + Human powered communications and growth marketing platform for advisors to engage their clients and prospects.


A platform to introduce charitable giving into your business through personalized DAFs to engage the entire family and giving aligned investing.