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51-200 employees
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Financial Services
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Suite 310,Boulder,CO,US
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TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the Advisor and Self-directed Investor, recognizing the uniqueness of each investor.
We deliver these personalization capabilities through our our investment marketplace Magnifi and TIFIN WealthTech, a collection of advice and planning products.
Magnifi assists both financial advisors and self-directed investors with a Google-like search and discovery portal that answers investment questions and allows for investment discovery, trading, and portfolio enhancement. TIFIN WealthTech combines several advice, planning and investment capabilities for advisors that includes risk, planning, profiling, investments, insights, charitable giving and alternative investments.
• Magnifi: https://magnifi.com
• WealthTech:
• Totum: https://www.totumrisk.com/
• Plan IQ: https://www.planiq.com/
• Positivly: https://positivly.com
• Clout: https://www.myclout.com
• Louise: http://poweredbylouise.com/
• Financial Answers: https://financialanswers.io/
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TIFIN Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used TIFIN email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
To contact TIFIN customer service number in your country click here to find.
Laura Keady is the CEO of TIFIN.
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