TIFIN Wealth

Using AI to transform client personalization and intelligence for wealth intermediaries. We work with financial advisors, wealth enterprises, workplaces, and consumer fintechs to enhance their value proposition.

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TIFIN Wealth, client personalization and intelligence for wealth intermediaries such as financial advisors

Using TIFIN Wealth you can identify which of your clients and prospects most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each clients needs and wants and create personalized Donor Advised Funds for their family’s charitable giving.

Personalization Solutions

TIFIN Wealth is an AI-driven platform designed to drive personalization at scale across investments, financial planning, personality assessments, risk assessments, client communication, private markets, and charitable giving.

Risk

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Intelligent, fact-based risk analysis

Plan

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AI-driven conversational financial planning

Personality

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Scientific financial personality assessments

Invest

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Personalized investment research and proposals

Give

Personalized donor advised funds

Clout

AI-powered turnkey growth marketing

Private Markets

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Direct access to private market investments

Intelligence Solutions

Know Your Clients

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Get to know your clients through data enrichment

Prospect Prioritization

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Leverage the latest AI technology to prioritize prospects

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Engaging

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Intelligent

Personalized

Strategic Partners Include

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Experience a new era of wealth.