TIFIN

AI-powered personalization for wealth management and financial wellness.

TIFIN is an AI-driven fintech platform that helps wealth managers and financial institutions deliver more personalized investment and financial wellness experiences to their clients. It operates across multiple product lines — including AI-powered proposal generation, client-advisor matching, and financial wellness tools — serving large financial institutions that need to scale personalization without proportionally scaling headcount. TIFIN uses proprietary AI models to analyze client preferences, risk profiles, and financial goals and translate them into tailored recommendations and communications. The platform has attracted notable enterprise clients including J.P. Morgan, Broadridge, and Franklin Templeton, and is positioned for large institutions operating at scale rather than individual advisors or small firms.

Compliance

FINRA SEC compliance SOC 2

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Key Features

Personalized investment recommendations: Uses AI to generate tailored investment proposals and portfolio suggestions based on individual client data, enabling advisors to deliver personalization at scale.
Client-advisor matching: Applies machine learning to match clients with advisors based on compatibility signals, improving retention and relationship outcomes for wealth management firms.
Financial wellness tools: Provides tools that help institutions engage clients with financial planning and wellness content beyond investment management, broadening the relationship.
Regulatory compliance alignment: Built with FINRA and SEC compliance considerations embedded, relevant for the financial institutions and RIAs that operate under those regulatory frameworks.
Proprietary AI models: Uses purpose-built AI rather than general-purpose LLMs, with models trained on financial services data and use cases.
Enterprise integration: Designed to integrate with the existing systems of large financial institutions — custodians, CRMs, portfolio management platforms — rather than requiring wholesale replacement.

Use Cases

For wealth management firms scaling advisor productivity: A large wealth management firm with hundreds of advisors uses TIFIN to automatically generate personalized client proposals and communications, enabling each advisor to serve more clients without sacrificing personalization.
For financial institutions improving client engagement: A bank or asset manager uses TIFIN’s financial wellness tools to deepen client relationships beyond transactional interactions, using AI-driven content and recommendations to increase engagement and retention.

Pricing MODELS

Enterprise

Pricing Summary

TIFIN uses a custom enterprise pricing model. No publicly listed tiers are available — pricing is determined through direct engagement with the company.