About TIFIN
TIFIN enhances wealth management by using artificial intelligence to provide personalized solutions for various clients, including individual investors, financial advisors, and asset managers. Its platforms are designed to improve wealth outcomes by eliminating frictions and creating engaging user experiences. TIFIN stands out from competitors by focusing on personalization and intelligent management of wealth, which is increasingly important in the evolving financial services sector. The company's goal is to create a seamless ecosystem of AI-driven wealth management solutions that cater to the needs of its clients, ensuring they receive tailored advice and effective product distribution.
Boulder, ColoradoHeadquarters
2018Year Founded
$231.2MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees
Benefits
Performance linked variable compensation, including equity
Medical, dental, vision, insurance
Open PTO and Company-paid holidays
Remote work flexibility
Corporate Social Responsibilty opportunities
Fully stocked office kitchens
Company sponsored events
Risks
Competition from AI-driven firms like Betterment and Wealthfront threatens TIFIN's market share.
Rapid AI advancements may render TIFIN's offerings obsolete without continuous innovation.
Expansion into India poses regulatory and adaptation challenges for TIFIN.
Differentiation
TIFIN uses AI to personalize wealth management, enhancing investor experiences.
The company creates fintech firms focused on wealth management, investments, and personal finance.
TIFIN's ecosystem combines investment intelligence, data science, and technology for financial well-being.
Upsides
TIFIN's international expansion includes launching TIFIN India with DSP Group's support.
Partnerships with firms like Alera Group enhance TIFIN's financial wellness offerings.
AI-driven personalization in wealth management is a growing trend benefiting TIFIN.
Funding
Total raised$231.22 M
Latest valuation$842.00 M
StageLATE_VC
LATE VC
1/31/2024$10
$842.00 MSERIES D
4/30/2022$109
$842.00 MSERIES C
9/30/2021$47
$447.00 MSERIES B
3/31/2021$22
$111.50 MSERIES A
11/30/2020$22
$110.00 MEARLY VC
11/30/2018$5
$27.00 M