TIFIN

We started in 2018. We are an AI and innovation platform that creates and runs companies for wealth and asset management. We apply data science, AI, and technology to address industry challenges. We develop personalized fintech experiences powered by AI and investment insights.

Our platform works with wealth management, asset management, and insurance companies for their front, middle, and back-office needs in the US and internationally. Our offerings are in three main areas:

• Investments AI platforms manage tasks for individual investors, advisors, and enterprise investment teams. Examples include Magnifi for individual investors and Sage for advisors.
• Operations AI platforms automate middle and back-office tasks like onboarding and servicing. AXIS is an example designed for productivity.
• Distribution AI platforms help product and advice providers boost sales and engagement. These include AMP for wealth enterprises and TIFIN Give, which launched “Louise” AI for philanthropy.

We also have TIFIN India, which provides AI platforms for investment and financial workflows for individuals, advisors, distributors, asset managers, and workplaces, including MYFI, RM, and WorkiFi apps. Our portfolio companies include TIFIN@Work and Grantd, which connect employees and workplaces with financial advice.

We are backed by and partner with organizations like JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, Motive Partners, Broadridge, SEI, and DSP Group. We sold 55ip to JP Morgan in 2020 and our stake in Paralel in 2024.

We’ve received recognition like the Best Retail Investment Company Fintech Breakthrough Award and were listed as a Top 25 WealthTech Company by Financial Technology Report.

Our mission is to build products that help more people achieve better financial outcomes. We want to make wealth accessible to everyone.

We believe that the financial world is changing, with a growing need for personalized and intelligent solutions. We use modern technology to create applications for the financial industry, improving every part of the financial enterprise with AI.

We have 201-500 employees. We foster a dynamic and entrepreneurial culture that drives rapid innovation. We focus on solving important problems, making daily progress, and empowering our employees to use their creativity and curiosity to take ownership.

Our team works like a high-performing sports team, valuing dedication, agility, and pushing boundaries. We encourage embracing challenges, innovating quickly, learning from setbacks, and celebrating successes.

Our hiring process typically takes 1-2 weeks, including a cultural interview, a technical interview (sometimes with case studies), and an executive interview. We look for candidates who are proactive and enhance our culture, aiming to make a job offer decision within 48 hours. We have offices in NYC, Charlotte, Bengaluru, and Madrid.

We offer multiple medical, dental, and vision options with 90-100% coverage. These include HSA & FSA access, OneMedical, Talkspace, and Health Advocate.

• Retirement: We offer a 401(k) retirement plan, with access to TIFIN @Work for personalized financial insights.
• Time Off: We have a flexible PTO policy and 11 paid holidays.
• Commuter Benefits: Pre-tax commuter options are available through WageWorks.
• Parental Leave: We provide 12 weeks of paid maternity leave and 6 weeks of paid paternity leave.
• Work Setup: You can choose your preferred laptop (Mac or PC), which we provide.
• Well-being: We integrate mindfulness into meetings and offer 1:1 coaching.