Engaging. Intelligent. Personalized.

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

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.

Schedule a demo to learn more.