Public company, workplace, funding, and market signals
Updated Aug 16, 2026
TIFIN is a privately held financial-technology platform that builds and operates AI-powered companies for wealth management, asset management, insurance, workplace financial wellness, charitable giving, and private-market investing. Its current strategy is centered on deploying agentic and personalized AI into existing financial-services workflows rather than replacing core infrastructure.
Primary product
TIFIN.AI: an AI operating layer and portfolio of specialized products—including Magnifi, TIFIN AG, TIFIN AMP, TIFIN Wealth, TIFIN @Work, TIFIN Give, Sage, and Helix—for personalized advice, distribution, investment research, workplace financial wellness, and philanthropy.
Founded
2018
Headquarters
2440 Junction Place, Suite 300, Boulder, Colorado 80301, United States
Team size
100-150
Industry
Financial Services
Sub-industry
Wealthtech, asset-management technology, financial AI, and fintech platforms
Offices
Business model
Stage
Late-stage private / growth company
Total raised
$248.3M
Latest round
Corporate / strategic investment from SEI · Feb 2024
Latest amount
$10M
Corporate / strategic investment
Feb 2024 · SEI / SEI Ventures
Venture round
Jul 2023
May 2022
Series C
Oct 2021 · Hamilton Lane
Series A
Dec 2020
Venture / pre-seed round
Dec 2018
Leadership
Founder, Chairman and CEO
Chief Operating Officer and Chief Product Officer
Rob Pettman
President and Chief Revenue Officer
Chief Global Officer; CEO of Magnifi
Chief Product Officer, TIFIN.AI
Jeannette Kuda
President and Chief Operating Officer, TIFIN AG / TIFIN AMP for Wealth
Chief Executive Officer, TIFIN @Work
Paul Lussow
Chief Executive Officer, TIFIN Give
Jing Zhou
Head of Artificial Intelligence
Andrew Dahlinghaus
Chief Operating Officer
Lila Flores
Board Member
Ken Denman
Board Member
Public materials emphasize innovation at speed, financial prosperity, personalization, cross-functional product building, and applying AI in regulated financial-services environments. A 2022 company communication described a mix of remote workers and employees in Boulder and New York. Independent employer data reports an overall rating of approximately 3.4/5, with work-life balance around 3.2/5, compensation around 3.3/5, culture around 3.4/5, and career around 3.4/5; these ratings are directional and not company-verified.
Compensation
No reliable current company-wide compensation bands were found. Public reporting from June 2022 said the CEO and eight senior executives accepted temporary 20% pay cuts during a restructuring. Third-party salary data for some acquired or affiliated entities is not sufficient to characterize TIFIN compensation.
Pricing
Primarily enterprise sales with customized contracts, integrations, and demonstrations; public list pricing was not found. Magnifi has consumer and professional investment-discovery offerings, but current pricing details were not independently confirmed.
Differentiators
Technology
Customers
Competitors
Estimated revenue
$50M-$60M annually; third-party estimates report approximately $50M, while an executive profile gives a $50M-$60M range. Historical 2022 management reporting cited annualized revenue above $30M, so current figures should be treated as estimates rather than audited revenue.
Estimated monthly visits
17.5K
TIFIN laid off approximately 21 U.S. employees, roughly 10% of staff at the time, and reported that nine senior executives—including the CEO—would take 20% temporary pay cuts. Management attributed the action to anticipated tougher capital markets and cost restructuring shortly after the company's $109 million Series D.
SourceContemporaneous reporting described a reduction in annualized costs from approximately $74 million to $64 million and a reduction in burn from approximately $44 million to $34 million. The reporting also noted conflicting anonymous claims about client losses, which TIFIN disputed.
SourceTIFIN sold its stake in Paralel Technologies to existing investor SLCT Holdings. TIFIN said Paralel had become profitable and that the transaction generated more than 30 times TIFIN's initial capital investment; the sale also reflects portfolio and strategic-focus changes.
SourceGiving Place, a TIFIN Give-related asset, was acquired by Foundation Source. This was reported as a divestiture or portfolio transaction as TIFIN Give refined its focus on donor-advised-fund solutions.
SourceTIFIN · May 2025
TIFIN @Work announced a multiyear partnership integrating its AI-powered workplace financial-wellness platform into HUB FinPath, connecting retirement-plan participants with personalized guidance and advisors.
TIFIN · Apr 2025
TIFIN AG announced a partnership with SteelPeak Wealth, a $3.4 billion-AUM RIA, to use AI-powered asset-consolidation and growth insights to deepen client relationships.
TIFIN · Feb 2025
TIFIN AMP and Ares Wealth Management Solutions announced an AI-powered distribution relationship intended to improve targeting, sales productivity, and advisor engagement in private-markets distribution.
TIFIN · Jan 2025
The companies announced a Sales Intelligence Hub using integrated data, supervised AI, and machine learning to help Janus Henderson wholesalers identify opportunities and personalize advisor interactions.
TIFIN · Aug 2024
TIFIN announced the sale of its Paralel stake to SLCT Holdings, describing the transaction as a profitable exit that generated more than 30 times its initial capital investment and reinforced TIFIN's focus on AI for wealth.
5 jobs at TIFIN