Changing How Wealth Works

We create engaging wealth experiences to better financial lives.
Graphs on a computer screen

Explore our AI-driven platforms for wealth and investment managers to deliver better individual outcomes.

A platform that helps financial advisors create hyper-personalized and intelligent investment proposals for their prospects by matching portfolios to an individual’s risk, planning, and financial personality insights.
financial advisor software
TIFIN Risk Icon
Intelligent, fact-based risk tolerance via three risk scores to protect your prospects.
TIFIN Plan Icon

Conversational, AI-based planning that answers your prospects’ most pressing financial questions.

TIFIN Personality Icon

A scientific assessment that identifies your prospects’ intrinsic financial motivations.

AI + Human powered communications and growth marketing platform for advisors to engage their clients and prospects.

A platform to introduce charitable giving into your business through personalized DAFs to engage the entire family and giving aligned investing.

Strategic Partners Include

Hamilton Lane Logo
Morningstar Logo
J.P. Morgan Logo
Broadridge Logo
Motive Partners Logo
Franklin Temple Logo