Your AI Partner for Client Personalization
TIFIN Wealth is the first AI-powered platform designed to deliver client personalization with modular wealth capabilities and real-time business intelligence. We work with financial advisors, wealth enterprises, workplaces, and consumer fintechs to advance personalization-led growth.







TIFIN Wealth’s Intelligence packages prioritize growth opportunities with prospects and clients. Act on what you learn by nurturing across wealth modules spanning risk, planning, financial personality, public and private investing, marketing and charitable giving.
Learn more about accessing your growth superpower.
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


Intelligent, fact-based risk analysis
Plan


AI-driven conversational financial planning
Personality


Scientific financial personality assessments
Invest


Personalized investment research and proposals
Give


Personalized donor advised funds
Content


AI-powered growth marketing
Private Markets


Direct access to private market investments





Intelligence Solutions
Know Your Clients


Know your clients through data enrichment
Prioritize Clients


Prioritize cross-sell using AI
Prospect Prioritization


Leverage the latest AI technology to prioritize prospects

Engaging

Intelligent

Personalized
Strategic Partners Include





