TIFIN Stock
| Valuation | $842M1 |
| Valuation Date | May 12, 2022 |
| Implied Valuation | n/a |
| Last Price | $7.00 |
| 52-Week High | $10.00 |
| 52-Week Low | $7.00 |
| YTD Return | +0.00% |
| 1-Year Return | -30.00% |
| 3-Year Return | n/a |
| Total Funding | $207.11M |
| Latest Round Amount | $109M1 |
| Latest Round | Series D |
| Funding Rounds | 6 |
| IPO Status | Unknown |
| Expected IPO Date | n/a |
| Revenue | n/a |
| Revenue Type | n/a |
| P/S Ratio | n/a |
About TIFIN
TIFIN is a fintech platform that builds AI software for wealth managers, asset managers and insurers. Its products include TIFIN.AI for coordinated advisor workflows, Magnifi for investment search and TIFIN Wealth for personalized proposal generation. TIFIN makes money by licensing these platforms to wealth enterprises, RIAs and product providers. It was founded in 2018 by former Wharton professor Vinay Nair, who previously built 55ip and sold it to J.P. Morgan.
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News
FactSet Partners With and Invests in TIFIN.AI
FactSet announced a strategic partnership and investment in TIFIN.AI on June 29, 2026 to bring agentic AI workflows for meeting prep and book intelligence into FactSet Workstation.
FactSet Expands Wealth Management Workflow AI Capabilities Through Partnership with TIFIN.AI
FactSet partnered with TIFIN.AI to bring agentic advisor workflows into FactSet Workstation and made an undisclosed strategic investment in TIFIN.AI. Initial tools include meeting prep and book-intell...
TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region
TIFIN.AI launched TIFIN Australia as a joint venture with local leadership including former Iress CEO Marcus Price as executive chairman. The unit will sell TIFIN's wealth AI tools into the Australian...
TIFIN Group announces the consolidation of its AI businesses and the launch of TIFIN.AI, an industry-first agentic operating system
TIFIN consolidated its AI businesses into TIFIN.AI, an enterprise agent platform for wealth managers already in use at more than 10 enterprise clients. Harshendu Bindal is CEO of TIFIN.AI and Vinay Na...
TIFIN Give Partners with SEI to Deliver White-Labeled Donor-Advised Fund Solutions to Bank and Trust Clients
BOULDER, Colo., Jan. 29, 2026 /PRNewswire/ -- TIFIN Give , the modern donor-advised fund platform designed for wealth organizations to drive growth through philanthropy, today announced a new partner...
TIFIN Appoints Andrew Dahlinghaus as Chief Operating Officer
TIFIN named Andrew Dahlinghaus chief operating officer, reporting to founder and CEO Vinay Nair. He will oversee execution across the firm's AI platform.
SS&C ALPS Advisors and TIFIN Unveil Innovative Donor-advised Fund Program
DENVER--(BUSINESS WIRE)--SS&C ALPS Advisors, a wholly-owned subsidiary of SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), has partnered with TIFIN Give, part of TIFIN's ecosystem of wealth technology...
Grantd Secures Strategic Funding to Expand AI-Powered Platform and Transform Equity Compensation Planning for Advisors
Grantd, an equity-compensation planning platform incubated with TIFIN Studios, raised strategic funding led by Edward Jones Ventures. TIFIN Studios participated in the round.
@Work Partners with HUB International to Enhance Participant Engagement in Retirement and Private Wealth
TIFIN @Work signed a multi-year partnership to put its workplace-wealth platform inside HUB International's FinPath wellness offering. HUB will use the tools to engage retirement-plan participants and...
Give, a TIFIN Company, Refines Focus on Scaling Donor-Advised Fund Solutions with Giving Place Acquisition by Foundation Source
TIFIN Give sold its Giving Place product for family offices and private foundations to Foundation Source. Give said it will concentrate on donor-advised fund software after the April 21, 2025 close.
TIFIN Introduces AXIS: A New Productivity Platform of AI agents for Asset and Wealth Enterprises
TIFIN launched AXIS, a set of AI agents for middle-office work such as account opening, trading and reporting. The product is built on TIFIN's finance models and Palantir data infrastructure and start...
Former Franklin Templeton Exec Joins to Strengthen TIFIN's Executive Team
TIFIN hired Harshendu Bindal, formerly of Franklin Templeton Strategic Ventures, as CEO of Magnifi and chief global officer. He oversees international expansion including TIFIN India.
TIFIN AMP Partners With Ares Wealth Management Solutions to Launch New Platform for Streamlining Alts Distribution
BOULDER, Colo. , Feb. 11, 2025 /PRNewswire/ -- TIFIN AMP Inc. ("TIFIN AMP"), an AI-powered distribution intelligence platform, is excited to announce a strategic relationship with Ares Wealth Manage...
Alera Group Deploys TIFIN @Work's AI-Powered Platform
Alera Group selected TIFIN @Work for its Retirement Plan Services practice and FinWell Connect wellness program. The platform will give plan participants personalized guidance and route them to Alera ...
AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform
TIFIN Sage's AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors TIFIN Sage's AI-driven Technology Empowers AssetMark to Deliver Highly Personalized...
TIFIN Announces Sale of Its Stake in Paralel Technologies
TIFIN sold its stake in fund administrator Paralel Technologies to existing investor SLCT Holdings. TIFIN said the sale returned more than 30 times its initial capital, following its 2020 sale of 55ip...
TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group
TIFIN launched TIFIN India with a strategic investment from the DSP family group. DSP Mutual Fund vice chairperson Aditi Kothari Desai joined the TIFIN India Enterprise board with founder Vinay Nair.
SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence
Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth OAKS, Pa. , Feb. 21, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced a strategic investment of $10 million...
TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness Solution for Employees
The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits and financial wellness BOULDER, Colo. and NEW YORK and SAN M...
TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech Innovation
TIFIN launched TIFIN.AI as a subsidiary incubator for a second cohort of AI wealth products, with additional undisclosed funding from J.P. Morgan. Vinay Nair oversaw the unit at launch.
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets Joint venture is part of TIFIN.AI, TI...
Data-driven fintech Tifin valued at $842M in new $109M Series D round
TIFIN raised $109 million in Series D funding at an $842 million valuation, with Franklin Templeton and Motive Partners joining existing backers. Founder Vinay Nair told TechCrunch the A-through-D rou...
Tifin Raises $47 Million at a $447 Million Valuation and Adds Hamilton Lane to Its Group of Strategic Investors That Includes J.P. Morgan, Morningstar and Broadridge
TIFIN closes Series A, B and C Funding within 12-months Series C closes at a valuation that is nearly five times higher than its Series A BOULDER, CO and NEW YORK, NY / ACCESSWIRE / October 28, 2021 /...