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TIFIN

Boulder, Colorado, USA · ≈200 employees · tifin.com

TIFIN is an AI-powered fintech platform founded in 2018 by Dr. Vinay Nair and is headquartered in Boulder, Colorado. The company aims to improve wealth outcomes for a broader audience by leveraging technology in wealth management, asset management, and insurance. TIFIN operates a modular ecosystem of AI-driven applications designed to streamline financial processes for advisors, wealth enterprises, asset managers, insurance providers, and individual investors. The company focuses on several key areas, including AI-driven workflows for financial professionals, automated tax-smart investing tools, and financial wellness solutions integrated into workplace environments. TIFIN's product offerings include Magnifi, an AI-powered investment search tool, and TIFIN Wealth, a personalized wealth technology platform, among others. With a strong emphasis on enhancing operational efficiency and client engagement, TIFIN serves a diverse range of customers, from financial advisors to individual consumers, providing tailored financial guidance and innovative solutions.

Also: fintech · artificial intelligence · agentic workflows · wealth management · hedge fund portfolio ai · hedge fund risk modeling · ai for hedge funds · services · ai for real estate investing · charitable giving platform · private markets data · wealth management saas

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Timeline · 1

Jun 26, 2026
Deal

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