# TIFIN

> TIFIN builds and operates financial technology companies across wealth management, asset management and insurance. Its TIFIN.AI platform coordinates enterprise AI workflows, while portfolio businesses including AMP, @Work and Give address distribution, workplace finance and philanthropy. Magnifi serves individual investors.

- **Founded:** 2018
- **Headquarters:** Boulder, United States
- **Founders:** Dr. Vinay Nair (Founder and Executive Chairman)
- **Products:** TIFIN.AI, Magnifi, TIFIN AMP, TIFIN @Work, TIFIN Give
- **Notable:** Portfolio company 55ip acquired by J.P. Morgan Asset Management in 2020; deal terms undisclosed., Sold its stake in fund-services company Paralel to SLCT Holdings in 2024., Raised $109 million at a $842 million valuation in May 2022.

## Products & services

- **TIFIN.AI** — Enterprise platform coordinating agents across operations, investments and growth, supporting advisors, support teams and end clients. The 2023 venture-building initiative was consolidated into an enterprise operating platform in April 2026.
- **Magnifi** — Consumer AI investment assistant for research, linked-account analysis, portfolio insights and investment decisions; search launched in 2020 and its AI assistant in 2022.
- **TIFIN AMP** — Distribution and wealth intelligence that helps financial firms prioritize prospects, advisor engagement and growth opportunities.
- **TIFIN @Work** — Connects workplace benefits, retirement and personal financial guidance, with pathways to human financial professionals.
- **TIFIN Give** — Digital donor-advised-fund and philanthropic technology for institutions, advisors and families.
- **Helix by HL** — Private-markets AI assistant developed with Hamilton Lane, offering fund discovery, comparisons, document analysis and investment memo support.
- **Sage** — Portfolio-insight assistant developed for advisors and wealth enterprises; part of TIFIN’s earlier specialist AI portfolio.
- **MyFi, RM and WorkiFi** — Localized AI offerings for investors, intermediaries and workplaces in India.
- **TIFIN AXIS** — AI-agent platform introduced for middle-office workflows in asset and wealth enterprises.

## Achievements

- Portfolio company 55ip acquired by J.P. Morgan Asset Management in 2020; deal terms undisclosed.
- Sold its stake in fund-services company Paralel to SLCT Holdings in 2024.
- Raised $109 million at a $842 million valuation in May 2022.
- More than 10 enterprise wealth clients reported for TIFIN.AI at its April 2026 consolidation launch.
- Expanded into India in 2024 and announced an Australian joint venture in 2026.

## Latest updates

- **2026-06** — FactSet announced a TIFIN.AI partnership and strategic investment, initially focused on meeting preparation and book intelligence.
- **2026-05** — TIFIN Australia joint venture announced with Marcus Price as Executive Chairman and Justin Schmitt as CEO.
- **2026-04** — TIFIN consolidated AI businesses into the TIFIN.AI enterprise platform; Harshendu Bindal identified as its CEO.

## Links

- Website: https://tifin.com/
- LinkedIn: https://www.linkedin.com/company/tifin
- Twitter/X: https://twitter.com/tifinfintech
- Instagram: https://www.instagram.com/tifinfintech/
- Facebook: https://facebook.com/thetifingroup

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Profile page: https://yespress.io/tifin
Published by YesPress — https://yespress.io
Last updated: 2026-10-25