TIFIN.AI is a wealth technology platform designed to help financial firms improve service capacity and deliver better wealth outcomes. It provides specialized AI agents for the functions wealth businesses run, including operations, investments, growth and business management. Firms can deploy components individually and add others over time, using their existing technology stack.

The platform supports workflows such as account opening, KYC/AML checks, account transfers, CRM maintenance, meeting preparation, portfolio monitoring, investment research, marketing, profitability analysis and capacity planning. Its shared context layer connects data, tools and business rules, while orchestration coordinates agents and passes relevant context between people, systems and workflows. The infrastructure also includes permissions, audit trails, observability, evaluation and controls intended for wealth management environments.

TIFIN.AI is licensed as software and is designed to work across chat, documents, CRM, voice and mobile. In one cited example, the platform helped a $10 billion-plus RIA aggregator reduce firm onboarding from 10–12 weeks to less than a day of human input, while automating operational tasks and client materials.