T

TIFIN

Application

Builds and operates wealth-management fintech platforms — Magnifi, Sage, Axis, @Work, Give and AMP — applying AI to personalisation and distribution for advisers and asset managers.

Total funding$204M

Valuation$842M

Employees—

Founded—

HeadquartersBoulder, USA

StatusPrivate

Products

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• TIFIN.AI Agent platform Sold on its own

  Agentic operating system for wealth firms, sold as composable desks across operations, investments, growth and business management — onboarding and KYC, model delivery and drift, distribution, and practice analytics.

• TIFIN AMP Application Sold on its own

  Distribution-science product for wealth firms, asset managers and carriers, using supervised AI models to score and surface growth opportunities across a distribution book.

Similar products 36

No sourced competitor yet: no filing, vendor document or measured-market report read so far names a rival for this company, so none is asserted. The companies below are the closest by what their products do.

How this list is ranked ↗

IInception42PrivateTIFIN AMP and Alpha do comparable work on financial analysis; Inception42's scale not recorded.4 of 6 capabilitiesShared product typeCompareRRilletPrivate · $1BTIFIN.AI and Rillet ERP do comparable work on document extraction and financial analysis; similar scale (private).4 of 6 capabilitiesShared product typeCompareSSASPrivateTIFIN AMP and SAS Fraud Decisioning do comparable work on financial analysis; SAS's scale not recorded.1 of 6 capabilitiesShared product typeComparePPeakAcquired ($119M deal)TIFIN AMP and Peak Pricing AI do comparable work on financial analysis; Peak is acquired, with no independent scale.4 of 6 capabilitiesShared product typeCompareCClayPrivate · $319M raisedTIFIN AMP and Clay do comparable work on sales outreach; similar scale (private).3 of 6 capabilitiesShared product typeCompareHHebbiaPrivate · $700MTIFIN.AI and Hebbia Matrix do comparable work on document extraction and financial analysis; same layer and the same scale band (early-stage private).2 of 6 capabilitiesShared product typeSame scale bandCompareSSalesforcePublic · $196.1BTIFIN AMP and Salesforce in Claude do comparable work on sales outreach; larger scale (public).4 of 6 capabilitiesShared product typeLarger scaleCompareQQuantexaPrivate · $2.6BTIFIN AMP and Quantexa Decision Intelligence Platform do comparable work on financial analysis; larger scale (private).2 of 6 capabilitiesShared product typeLarger scaleCompareBBasisPrivate · $1.2BTIFIN.AI and Basis do comparable work on financial analysis; similar scale (private); ships AI agent rather than the same layer.2 of 6 capabilitiesDifferent layerCompareAAlphaSensePrivate · $7.5BTIFIN AMP and AlphaSense Financial Data do comparable work on financial analysis; larger scale (private).2 of 6 capabilitiesShared product typeLarger scaleCompareIIntuitPublic · $97.9BTIFIN.AI and Accounting AI do comparable work on financial analysis; larger scale (public).5 of 6 capabilitiesShared product typeLarger scaleCompareXXiao-iPublicTIFIN AMP and DIF do comparable work on financial analysis; smaller scale (public).2 of 6 capabilitiesShared product typeCompareZZoomPublic · $28.7BTIFIN AMP and Zoom Revenue Accelerator do comparable work on sales outreach; larger scale (public).5 of 6 capabilitiesShared product typeLarger scaleCompareHHubSpotPublic · $13BTIFIN AMP and Smart CRM do comparable work on sales outreach; larger scale (public).5 of 6 capabilitiesShared product typeLarger scaleCompareRRogoPrivate · $300M raisedTIFIN.AI and Rogo do comparable work on document extraction and financial analysis; similar scale (private); ships AI agent and platform rather than the same layer.2 of 6 capabilitiesDifferent layerComparePPresightPublic · $5.6BTIFIN AMP and Presight Financial Solutions do comparable work on financial analysis; larger scale (public).4 of 6 capabilitiesShared product typeLarger scaleCompareVSVeeva SystemsPublic · $45.5BTIFIN.AI and Veeva AI do comparable work on document extraction; larger scale (public).3 of 6 capabilitiesShared product typeLarger scaleCompareZZoomInfoPublic · $1.1BTIFIN AMP and ZoomInfo Copilot do comparable work on sales outreach; similar scale (public).2 of 6 capabilitiesShared product typeCompareRRobinhoodPublic · $108.6BTIFIN AMP and Robinhood Agentic Trading do comparable work on financial analysis; larger scale (public).2 of 6 capabilitiesShared product typeLarger scaleCompareSSAPPublic · $256.3BTIFIN.AI and SAP Cash Application do comparable work on financial analysis; larger scale (public).5 of 6 capabilitiesShared product typeLarger scaleCompareHHaptikAcquired ($112M deal)TIFIN AMP and Interakt do comparable work on sales outreach; Haptik is acquired, with no independent scale.2 of 6 capabilitiesShared product typeCompareMmonday.comPublic · $3.9BTIFIN AMP and monday CRM do comparable work on sales outreach; larger scale (public).3 of 6 capabilitiesShared product typeLarger scaleCompareDDocusignPublic · $12.7BTIFIN.AI and Docusign Iris AI Agents do comparable work on document extraction; larger scale (public).4 of 6 capabilitiesShared product typeLarger scaleCompareOOtter.aiPrivateTIFIN AMP and Otter AI Sales Notetaker do comparable work on sales outreach; Otter.ai's scale not recorded.1 of 6 capabilitiesShared product typeCompareCHCohere HealthPrivate · $200M raisedTIFIN.AI and Auth Match do comparable work on document extraction; similar scale (private).3 of 6 capabilitiesShared product typeCompareRRoxPrivateTIFIN AMP and Rox Revenue Agents do comparable work on sales outreach; Rox's scale not recorded; ships AI agent rather than the same layer.3 of 6 capabilitiesDifferent layerCompareBBoxPublic · $4.8BTIFIN.AI and Box AI Agents do comparable work on document extraction; larger scale (public).3 of 6 capabilitiesShared product typeLarger scaleCompareRReworkdPrivate · $4M raisedTIFIN.AI and Reworkd do comparable work on document extraction; similar scale (private); ships AI agent rather than the same layer.2 of 6 capabilitiesDifferent layerCompareOOpenTextPublicTIFIN.AI and OpenText Aviator do comparable work on document extraction; OpenText's scale not recorded.2 of 6 capabilitiesShared product typeCompareLLegoraPrivate · $5.6BTIFIN.AI and Legora Lists do comparable work on document extraction; larger scale (private).3 of 6 capabilitiesShared product typeLarger scaleCompareSASakana AIPrivate · $2.7BTIFIN AMP and Sakana Marlin do comparable work on financial analysis; larger scale (private).2 of 6 capabilitiesShared product typeLarger scaleCompareNANomic AIPrivateTIFIN.AI and Nomic Platform do comparable work on document extraction; Nomic AI's scale not recorded; ships AI agent and API service rather than the same layer.2 of 6 capabilitiesDifferent layerCompareUUpstagePrivate · $958.8MTIFIN.AI and Upstage Studio do comparable work on document extraction; same layer and the same scale band (early-stage private).3 of 6 capabilitiesShared product typeSame scale bandCompareIIroncladPrivateTIFIN.AI and Ironclad Jurist do comparable work on document extraction; Ironclad's scale not recorded.1 of 6 capabilitiesShared product typeCompareEElicitPrivate · $100MTIFIN.AI and Elicit do comparable work on document extraction; ships AI agent rather than the same layer.1 of 6 capabilitiesDifferent layerSame scale bandCompareALAI21 LabsPrivate · $1.4BTIFIN.AI and AI21 Maestro do comparable work on document extraction; similar scale (private).2 of 6 capabilitiesShared product typeCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Total funding

Company disclosure · 12 May 2022

Same release: "Funding in Series A, B, C and D totals ~$204 million in last eighteen months." A cumulative figure the company states itself, which is why this field is filled; approximate in the source and equally stale.

Valuation

Company disclosure · 12 May 2022

TIFIN’s own newsroom: "$109 million in a Series D financing round" at a "$842 million" valuation, adding Franklin Templeton and Motive Partners. OVER FOUR YEARS STALE — no later valuation has been disclosed, and the as_of is 2022-05-12 rather than today so the figure is read as what it is.

Description

Company disclosure · 18 Sep 2026

The portfolio named on TIFIN’s own site TODAY: Magnifi, Sage, Axis, @Work, Give and AMP. Deliberately not the brands its 2023–24 releases named — TIFIN Wealth, TIFIN AG and Distill are absent from the current portfolio page, and describing a company from its old releases is how a record ships already wrong. The site brands itself TIFIN.AI today — its own og:image reads "TIFIN.AI brings agentic OS to wealth" — which is why that name is an alias.

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