TIFIN
TIFIN creates companies to improve wealth outcomes and offers platforms to enhance investor, advisor, and asset manager experiences. Headquartered in Boulder, CO, TIFIN has additional offices in New York, Charlotte, Mumbai, and Bengaluru.
Company Overview
TIFIN creates companies aimed at improving wealth outcomes for a diverse set of stakeholders. The company offers a range of platforms designed to remove frictions and create engaging experiences for investors, advisors, and asset managers. TIFIN is headquartered in Boulder, CO, with additional offices in New York, Charlotte, Mumbai, and Bengaluru.
Portfolio Companies
TIFIN holds a diverse portfolio of companies. This portfolio includes 55ip, Paralel, Magnifi, TIFIN Wealth, TIFIN Give, TIFIN AG, TIFIN AMP, @Work, Helix by HL, and Sage. These companies focus on various aspects of the financial and investment ecosystem, aiming to improve wealth outcomes and create engaging experiences for their target audiences.
Partnership with SEI
TIFIN partners with SEI to leverage artificial intelligence in powering the future of wealth management. This collaboration aims to enhance the capabilities of wealth management services by incorporating advanced AI technologies, aimed at improving investment decisions and overall financial outcomes for clients.
Collaboration with RBC Wealth Management-U.S.
TIFIN collaborates with RBC Wealth Management-U.S. to use AI-powered insights to deepen advisor-client relationships. This collaboration focuses on providing advisors with enhanced tools and information to better serve their clients, utilizing advanced artificial intelligence to derive actionable insights.
Achievements
TIFIN has been recognized in the 8th annual FinTech Breakthrough Awards, where it was named 'Best Fintech Startup'. This accolade highlights TIFIN's impact and innovation within the fintech industry, particularly in its efforts to improve wealth outcomes and create engaging investment experiences.
