TIFIN is a next-generation AI-powered wealthtech platform that personalizes the investing experience for both individuals and financial advisors. By combining investment intelligence, behavioral science, and machine learning, TIFIN enables advisors, asset managers, and enterprises to deliver more relevant, engaging, and outcome-oriented solutions to clients.
Founded with the mission of shaping the future of wealth through AI, TIFIN operates a suite of modular, data-driven platforms that address various aspects of the investment lifecycle—from portfolio construction and lead generation to personalization and investor engagement. With a rapidly growing footprint in the wealth management space, TIFIN is helping modernize how financial advice and investment products are delivered.
Features
Modular AI Wealthtech Platforms
TIFIN operates multiple purpose-built platforms under its ecosystem, each designed for specific use cases across the wealth management and asset management industries.
Key platforms include:
TIFIN Wealth – Personalization engine for advisors
Magnifi – AI-powered investment search engine
TIFIN AMP – AI marketing for asset managers
TIFIN Risk – Behavioral risk profiling
TIFIN Give – Philanthropic investing alignment
AI Personalization Engine
Use behavioral finance, preferences, goals, and life events to build tailored investment portfolios for clients or end-users.
Lead Generation and Engagement
Leverage AI tools to uncover investor intent and nurture leads with data-backed content and smart campaigns.
Behavioral Profiling
TIFIN Risk provides deep insights into an investor’s true risk tolerance using a neuroscience-informed framework.
Philanthropic Integration
TIFIN Give connects client investments with causes they care about, helping advisors deliver purpose-aligned portfolios.
Investment Intelligence Tools
Access smart search and investment discovery through Magnifi, a platform that allows users to search, compare, and act on funds, ETFs, and portfolios using natural language.
API and Embedded Capabilities
Easily integrate TIFIN modules into existing advisor platforms, custodians, or fintech applications.
Compliance-Friendly Architecture
All platforms are designed with financial regulations in mind and used by RIAs, asset managers, and financial institutions.
How It Works
Select the Right Platform
Choose one or more TIFIN platforms based on your firm’s focus—whether it’s client personalization (TIFIN Wealth), product discovery (Magnifi), or advisor marketing (TIFIN AMP).Integrate or Access Web-Based Dashboard
TIFIN tools are accessible through standalone interfaces or integrated into existing advisor tech stacks via APIs.Onboard Clients or Campaigns
Upload client data or create automated investor journeys, including portfolio building, education, or lead nurturing.Use AI for Insights and Recommendations
Leverage real-time insights to personalize portfolios, drive engagement, or fine-tune marketing.Track, Report, and Optimize
Use performance dashboards, behavioral data, and compliance-ready reports to demonstrate value and adjust strategies.
Use Cases
Registered Investment Advisors (RIAs)
Personalize investment recommendations, deepen client relationships, and run AI-powered marketing campaigns.
Wealth Management Firms
Streamline client onboarding and deliver behaviorally matched portfolios at scale.
Asset Managers
Use TIFIN AMP to generate demand, increase advisor engagement, and grow AUM with automated marketing intelligence.
Fintech Platforms
Embed Magnifi’s search and discovery capabilities into consumer-facing platforms to boost user engagement and trading activity.
Family Offices
Enhance portfolio customization and align investments with philanthropic goals using TIFIN Give.
Educational Advisors
Leverage behavioral tools to teach clients or students about investing in a personalized and interactive way.
Pricing
TIFIN does not publicly list specific pricing on its website. Pricing typically depends on:
Platform(s) selected (e.g., Magnifi, TIFIN Wealth, TIFIN AMP)
Firm size or number of advisor seats
Customization and integration needs
Enterprise vs. RIA licensing
Custom pricing quotes are available upon request. Firms interested in using one or more TIFIN platforms can contact the sales team via https://tifin.com/contact or request a demo.
Strengths
Comprehensive Wealthtech Ecosystem: Covers everything from personalization and marketing to risk profiling and discovery.
AI-Driven Personalization: Offers a next-level advisory experience through behavioral and intent-based insights.
Modular and Scalable: Pick only the tools you need and scale as your business grows.
Cross-Platform Integration: Easy to embed in existing CRMs, advisor platforms, and fintech apps.
Innovation-Driven: Backed by behavioral science and data analytics, not just financial metrics.
Wide Industry Adoption: Trusted by top RIAs, asset managers, and platforms.
Drawbacks
No Retail Investor Platform: Primarily serves financial professionals and enterprises—not designed for DIY investors.
Opaque Pricing: Requires a sales conversation for cost estimates.
Learning Curve for Full Adoption: Firms may need onboarding time to fully leverage the modular suite of tools.
Multiple Products to Manage: May require coordination across different internal teams depending on platforms used.
Comparison with Other Tools
Versus Orion or Envestnet
While Orion and Envestnet offer robust back-office and performance reporting tools, TIFIN focuses more on personalization, marketing, and front-office engagement.
Versus Morningstar Advisor Workstation
TIFIN goes beyond research by offering AI personalization, investor behavior modeling, and smart marketing tools.
Versus Riskalyze
TIFIN Risk offers behavioral risk profiling using neuroscience, compared to Riskalyze’s more traditional risk questionnaires.
Versus Betterment for Advisors
Betterment offers prebuilt automation. TIFIN enables customized client journeys, marketing, and white-labeled experiences.
Customer Reviews and Testimonials
TIFIN is trusted by leading names in the financial industry and has received strong praise for its innovative approach:
“TIFIN allows us to connect with clients in a way that’s deeply personal and data-driven.”
“We’ve seen significant ROI using TIFIN AMP for targeted advisor marketing.”
“Magnifi helps us simplify fund research and deliver smarter investment options to clients.”
“We’ve increased client retention by using TIFIN Wealth to align portfolios with behavioral preferences.”
While formal review sections are limited, TIFIN’s platforms have been highlighted in Barron’s, WealthManagement.com, and ThinkAdvisor as cutting-edge tools for modern advisors.
Conclusion
TIFIN is redefining the future of wealth management through modular, AI-powered tools that connect investor behavior with personalized outcomes. Whether you’re an advisor seeking deeper client engagement, an asset manager looking to grow distribution, or a platform building intelligent investment experiences, TIFIN provides a forward-looking tech stack tailored for the modern era of investing.
Explore the full range of TIFIN’s capabilities or book a demo at https://tifin.com to see how AI can transform your approach to wealth management.
