TIFIN Wealth is the first AI-powered platform designed to deliver client personalization with modular wealth capabilities and real-time business intelligence. We work with financial advisors, wealth enterprises, workplaces, and consumer fintechs to advance personalization-led growth. Our modular solutions span investments, financial planning, personality assessments, risk assessments, client communication, private markets, and charitable giving. TIFIN Wealth’s innovative intelligence packages prioritize growth opportunities with prospects and clients and facilitate next best actions.