TIFIN builds engaging experiences through powerful AI and investment-driven personalization. We leverage the combined power of investment intelligence, data science, and technology to make investing a more engaging experience and a more powerful driver of financial wellbeing.
TIFIN believes every individual is unique, and AI-based personalization can match investors to the advice and investments necessary to meet their wealth goals. Accelerating digital distribution in the investment management industry. We work with financial advisors, wealth management enterprises, financial media, and other intermediaries to enhance and expand their client or user-facing capabilities. Through personalization and embedded investments, we help the investment management industry leverage digital distribution. Driven by an ecosystem of leaders in technology and finance and guided by a values-based culture of purpose.
B2B
101 to 250
N/A
N/A
Scaling Up
2018
Financial Services
N/A
Increase Efficiency
Increase Productivity
Analytics
Finance
Service
Yes
Active
Machine Learning
Automated Planning and Search
Software
May 2022
- TIFIN’s Financial Acquired Two Additional Digital Assets
AI/ML Professionals
6
1
$109M
Company was founded 2018 and it took almost 4 years (May 2022) to raise first external round
Investors
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Vinay Nair
Founder, Chairman and Chief Executive Officer
Iain Gillespie
Co-Founder & CPO
Matt Fritsch
Chief Marketing Officer
Anshuman Mehta
Chief Product Officer
Janet Agarwal
Chief Financial Officer
Kinnari Thakker
Chief Design Officer
Tom Valverde
Chief Revenue Officer
Kristen W
Chief Of Staff