Tifin Wealth
1 known investors
TIFIN Wealth is a proposal generation platform that uses risk and retirement planning assessments to create personalized investment proposals, scoring clients on risk preference, capacity, and portfolio risk. It serves financial advisors, RIAs, broker-dealers, and wealth enterprises, and integrates with CRM, custodial, and portfolio management platforms such as Fidelity, Schwab, and Orion.
Investors Β· 1
Frequently asked questions
- What does Tifin Wealth do?
- TIFIN Wealth is a proposal generation platform that uses risk and retirement planning assessments to create personalized investment proposals, scoring clients on risk preference, capacity, and portfolio risk. It serves financial advisors, RIAs, broker-dealers, and wealth enterprises, and integrates with CRM, custodial, and portfolio management platforms such as Fidelity, Schwab, and Orion.
- Who are Tifin Wealth's investors?
- Tifin Wealth's investors include OUTBOUND CAPITAL.