TIFIN

TIFIN builds AI software for wealth managers, asset managers and insurance companies, and backs a set of related fintech businesses. Its main platform, TIFIN.AI, coordinates AI agents that handle work for home-office staff, advisors and end investors. The company says its customers include wealth managers, advisors, family offices, asset managers, wealthtech providers and insurers.

TIFIN groups its work into four areas. Its agentic workforce platform runs AI agents across advisor and operations workflows; in 2026 the company folded its AI businesses, including Magnifi, Sage and Axis, into TIFIN.AI. TIFIN AMP uses data and AI to help asset managers and other product providers find the advisors and investors to target. TIFIN Give offers charitable-giving and tax tools that advisors use with clients, and TIFIN @Work links workplace benefits with personal financial advice. A partnership announced in June 2026 puts TIFIN.AI agents for meeting preparation and book-of-business analysis inside FactSet Workstation, and FactSet also invested in TIFIN.AI.

Dr. Vinay Nair founded TIFIN in December 2018. The company has raised venture rounds through a Series D, with J.P. Morgan, Morningstar, Hamilton Lane and Motive Partners among its strategic partners, and it sold 55ip to J.P. Morgan Asset Management in 2020. It has offices in Boulder, Charlotte, Mumbai, Bengaluru and Madrid.