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To Learn More About a Specific TIFIN Wealth Solution Please Schedule a Demo Below


Helping wealth managers grow their businesses through investment intelligence and personalization at scale.

TIFIN Risk logo

Intelligent, fact-based risk tolerance via three risk scores to protect your prospects.

TIFIN Plan Logo
Conversational, AI-based micro-planning that answers your prospect’s most pressing financial questions.
TIFIN Personality Logo
A scientific psychological assessment that identifies your prospect’s intrinsic financial motivations.
AI + Human powered communications and growth marketing platform for advisors to engage their clients and prospects.
TIFIN Give Logo
A platform to introduce charitable giving into your business through personalized DAFs to engage the entire family and giving aligned investing.
Qualis Logo
A platform providing direct access to high-quality alternative investments at institutional pricing and reduced minimums.
Magnifi Logo
Go from prospect to proposal in minutes. Lightning-fast, personalized investment proposals powered by AI and investment intelligence.