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.
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.
Intelligent, fact-based risk analysis
AI-driven conversational financial planning
Scientific financial personality assessments
Personalized investment research and proposals
Personalized donor advised funds
AI-powered turnkey growth marketing
Direct access to private market investments