Want to learn more about a specific TIFIN Wealth solution?
Investment personalization at scale
Intelligent, fact-based risk analysis
AI-driven conversational financial planning
Scientific financial personality assessments
Personalized investment research and proposals
Personalized donor advised funds
AI-powered turnkey growth marketing
Direct access to private market investments
Helping wealth managers grow their businesses through investment intelligence and personalization at scale.
Intelligent, fact-based risk tolerance via three risk scores to protect your prospects.