Growth Solved Differently

TIFIN AG uses artificial intelligence and advanced machine learning algorithms to study data, identify trends, and deliver insights and intelligence to wealth enterprises, helping answer specific growth questions to drive net new assets.
Trusted by:
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Elevate Partners logo
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The Challenge

70% of wealth management firms are struggling to achieve consistent and predictable asset growth. Traditional strategies fail to capture new assets or retain clients effectively. Outdated methods leave firms vulnerable, lacking the insights needed for lasting success.

The Solution

TIFIN AG accelerates asset growth with supervised AI solutions that learn from advisor and client behaviors to deliver actionable recommendations. Our data-driven insights empower wealth managers to focus on key opportunities, ensuring scalable success and a long-term competitive advantage.

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Proven Results

Leveraging our Expansion, Retention, and Acquisition models, clients and prospects ranked in the Top 25% of TIFIN Scores are:
Our clients have experienced a 4.5% net increase in AUM and reached their growth goals in half the expected time.

Advisors Often Ask...

Driving Asset Growth Through...

TIFIN AG Differentiators

Testimonials

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“The ability to leverage these types of AI solutions to grow your business is going to be a complete game changer.”
Brian Carlin
Former CEO of JP Morgan Wealth Management & Private Capital and TIFIN Board Member
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“What you've been doing to grow your business may not work in today's market. It’s time to leverage innovation."
Jeannette Kuda
President and COO, TIFIN AG

Our Strategic Partners

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Growth Studio: New Podcast

Allie Carey, Chief Strategy Officer, SEI Private Banking and Wealth Management, talks about the evolving role of AI in banking.

Webinar: Best Practices for Accelerating Organic Growth Using AI

Tuesday, November 19 at 1 p.m. ET