TIFIN

TIFIN

Private
Boulder, ColoradoFinTechhttps://tifin.com/

Last Round

Strategic

Feb 21, 2024

Est. Valuation

$842M

Total Funding Raised

$215.7M

Company Overview

TIFIN is a fintech company that operates an AI-powered platform providing applications and building new companies for the wealth and asset management industries.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, NLP & Conversational AI, Personalization, InsurTech

Business Model

B2B

Customer Profile

Subscription SaaS, Data as a Service, Services & Consulting, Freemium

AI Layer

Application

Keywords

wealth management platformAI for wealth managementWealthTechagentic AIfinancial advisor toolsadvisor techAI copilot for advisorsasset management platformenterprise SaaSAI investment platformclient personalizationasset manager distributionprivate markets technologyworkflow automationinvestment marketplaceRegistered Investment AdvisorsRIAscharitable giving platform

Historical Pricing

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TIFIN Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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TIFIN Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
StrategicFeb 21, 2024
Series DMay 12, 2022
Series COct 28, 2021
Series BApr 20, 2021
Series ADec 1, 2020
Seed
Feb 20, 2020

Key People

Founding team and executive leadership

Harshendu Bindal

Chief Global Officer, CEO - Magnifi

Executive Team

Anil Konijeti

CTO

Executive Team

Andrew Dahlinghaus

Chief Operating Officer

Executive Team

Michael Omoto

Chief Operating Officer, Japan

Executive Team

TIFIN Investors

Notable investors and investment history

InvestorRounds
Hamilton LaneSeries D, Series C
SEI Investments CompanyStrategic
J.P. Morgan Asset ManagementSeries B, Series D, Series C
Franklin Templeton Digital AssetsSeries D
Motive PartnersSeries D

TIFIN Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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TIFIN Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about TIFIN's valuation, stock price, and market status.

Firmographic Details

HeadquartersBoulder, Colorado
Employee Range220
Year Founded2018
Last FundingFeb 21, 2024

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