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.
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.
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
Know Your Clients
Know your clients through data enrichment
Prioritize cross-sell using AI
Leverage the latest AI technology to prioritize prospects