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.

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TIFIN Wealth, client personalization and intelligence for wealth intermediaries such as financial advisors
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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

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Intelligent, fact-based risk analysis

Plan

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AI-driven conversational financial planning

Personality

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Scientific financial personality assessments

Invest

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Personalized investment research and proposals

Give

Personalized donor advised funds

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AI-powered turnkey growth marketing

Private Markets

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Direct access to private market investments

Intelligence Solutions

Know Your Clients

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Know your clients through data enrichment

Prioritize Clients

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Prioritize cross-sell using AI

Prospect Prioritization

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Leverage the latest AI technology to prioritize prospects

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Engaging

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Intelligent

Personalized

Strategic Partners Include

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Experience a new era of wealth.