About
TIFIN is an AI innovation platform for wealth management. Raised $109M Series D (2022) at $842M valuation from Franklin Templeton, J.P. Morgan, Morningstar. SEI invested $10M (2024). Spun off multiple companies including 55ip (sold to J.P. Morgan). Founded by Dr. Vinay Nair. Portfolio includes Magnifi, TIFIN Wealth, TIFIN AG, and Helix.
Key Facts
- [1]Funding: Total funding: $219M. Last round: Apr 2024. Stage: Growth.
- [2]Customers: Key customers include JPMorgan, Franklin Templeton.
- [3]Employees: Employee count: 201-500.
- [4]Website: Official website: tifin.com.
- [5]AI Technology: Core AI/ML technologies: Predictive ML.
- [6]Region: Region: Americas (United States).
Founder
Vinay Nair
Founder & CEO
Key Customers & Partners
AI Technology
Predictive ML
Traditional ML algorithms for classification, regression, and scoring models
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is TIFIN?
TIFIN is an AI innovation platform for wealth management. Raised $109M Series D (2022) at $842M valuation from Franklin Templeton, J.P. Morgan, Morningstar. SEI invested $10M (2024). Spun off multiple companies including 55ip (sold to J.P. Morgan). Founded by Dr. Vinay Nair. Portfolio includes Magnifi, TIFIN Wealth, TIFIN AG, and Helix. TIFIN is classified in the Wealth Management segment at the Applications layer of the financial AI stack.
Who founded TIFIN?
TIFIN was founded by Vinay Nair (Founder & CEO).
How much funding has TIFIN raised?
TIFIN has raised $219M in total funding, placing the company at the Growth stage. The most recent round closed in Apr 2024. Among 31 funded Wealth Management companies, TIFIN ranks #11 by total capital raised. (Source: AIFI Map directory.)
What AI technology does TIFIN use?
TIFIN primarily leverages Predictive ML technology. Traditional ML algorithms for classification, regression, and scoring models. Within the Wealth Management segment, 14 companies use this technology.
What market segment does TIFIN operate in?
TIFIN operates in the Wealth Management market segment. AI wealth management companies are transforming how individuals and institutions invest, plan financially, and manage assets. This segment spans robo-advisors, portfolio optimization engines, financial planning tools, and institutional asset management platforms.
Where is TIFIN headquartered?
TIFIN is headquartered in Boulder, United States. The company operates in the Americas region. The team consists of 201-500 employees. United States is home to 324 financial AI companies tracked by AIFI Map.
Who are TIFIN's competitors?
Companies similar to TIFIN in the Wealth Management space include Unit21 ($92M raised), Kaaj ($4M raised), Lendbuzz ($310M raised), Ramp ($2.3B raised), Brex ($1.5B raised). These companies operate in related areas of financial AI: Unit21 focuses on ai-powered fraud and aml platform. Kaaj focuses on agentic ai for small-business lending automation. Lendbuzz focuses on ai auto financing for underserved populations. (Based on AIFI Map classification data.)
What products does TIFIN offer?
TIFIN builds applications-layer solutions for the financial services industry. The company's core offering: AI-powered wealth management solutions. The platform is powered by Predictive ML technology. Notable users include JPMorgan, Franklin Templeton.