Fundraising Fox

TIFIN

6 known investors

tifin.com ↗

TIFIN builds AI-driven fintech platforms for wealth management, asset management, and insurance, serving home offices, advisors, and end clients. Its focus areas include agentic workforce platforms, tax intelligence, workplace-to-wealth infrastructure, and distribution science for asset managers.

AI & Machine LearningFintechSaaS

Investors · 6

FINTOP CapitalNashville
Thirdstream PartnersSan Mateo
Broadridgereported
Franklin Templetonreported · 2 sourcesSan Mateo
Hamilton LanereportedConshohocken
Motive Partnersreported · 2 sourcesNew York · $1M – $10M

Funding

SEC filings, press & company announcements

Source: company announcements and press reports — follow each round's link for the claim.

In the news

TIFIN closes $109 million in Series D at a $842 million valuation; adds Franklin Templeton and Motive Partners to its group of Investors | PR Newswire | wfmz.comwfmz.com · Aug 2026Grantd Secures Strategic Funding to Expand AI-Powered Platform and Transform Equity Compensation Planning for Advisors | TIFINtifin.com · Sep 2025TIFIN Give Introduces Single-Charity Fund Functionality, Expanding Advisors' Philanthropic Planning Capabilitiesprnewswire.com · Feb 2025Company | TIFINtifin.com · Dec 2024TIFIN AMP Spinoff Raises $10M in Series A Fundingwealthmanagement.com · Jun 2023TIFIN 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 | TIFINtifin.com · Oct 2021

Frequently asked questions

What does TIFIN do?
TIFIN builds AI-driven fintech platforms for wealth management, asset management, and insurance, serving home offices, advisors, and end clients. Its focus areas include agentic workforce platforms, tax intelligence, workplace-to-wealth infrastructure, and distribution science for asset managers.
Who are TIFIN's investors?
TIFIN's investors include FINTOP Capital, Thirdstream Partners, Broadridge, Franklin Templeton, Hamilton Lane, Motive Partners.