TIFIN.AI
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.
No price is published; TIFIN sells to wealth enterprises, asset managers and carriers through contact-sales only.
What it does
- Financial analysis
- Agent orchestration
- Workflow automation
- Document extraction
Sources
- Pricing
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No pricing page anywhere on tifin.com; contact-sales only.
- Description
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Official documentation · 18 Sep 2026
The page's own words: 'Operating Desks for Wealth. Composable agentic blocks for operations, investments, growth and business management,' with the four desks and their functions listed on the same page.
- Sold within
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Official documentation · 18 Sep 2026
Contracted directly by a wealth firm; the desks are what it is composed of.
- URL
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Official documentation · 18 Sep 2026
Fetched 2026-09-18, 200; the TIFIN.AI item in tifin.com's own navigation.
Also from TIFIN
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TIFIN AMP Application
Distribution-science product for wealth firms, asset managers and carriers, using supervised AI models to score and surface growth opportunities across a distribution book.
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