Tifin
“Can an AI-driven portfolio model of fintech brands become the dominant intelligence layer for wealth and asset managers?”
Founded2018
HQBoulder, CO, USA
FoundersVinay Nair
Total raised~$204M+
Latest roundSeries D, May 2022
Valuation$842M post-money (2022)
IndustryFintech / Investment
The story
Founded in 2018 by Wharton/MIT professor Vinay Nair, TIFIN operates as an AI-powered fintech portfolio company, incubating and scaling multiple fintech brands targeting the wealth and asset management ecosystem. Rather than a single product, TIFIN combines investment intelligence, data science, and technology to build or acquire distinct fintech companies serving advisors, asset managers, and employees. The @Work product represents a push into workplace financial wellness, partnering with institutional asset managers like Franklin Templeton to deliver personalized financial guidance to employees.
Product timeline
2018
TIFIN Group LLC founded by Vinay Nair as a portfolio company model combining AI, data science, and investment intelligence for wealth and asset management.· pivot
2021
Completed Series A through Series C in rapid succession, raising funds from strategic investors including J.P. Morgan, Morningstar, and Hamilton Lane.· banking
2022
Raised $109M Series D at $842M valuation with Franklin Templeton and Motive Partners joining as new investors.· acquisition
2023
Launched TIFIN @Work, a financial wellness solution for employees in partnership with Franklin Templeton.· banking
The stack
1 layer disclosed in Tifin’s embedded-finance stack
Banking / BaaS
Accounting gap: none