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The Tifin Group - About the company

The Tifin Group is a series D company based in New York City (United States), founded in 2018. It operates as an AI-enabled financial planning and advisory solutions for individuals. The Tifin Group has raised $222M in funding from investors like Motive Partners, Morningstar and Broadridge, with a current valuation of $*****. The company has 348 active competitors, including 46 funded and 77 that have exited. Its top competitors include companies like Deloitte, Encore Capital and Carson Group.

Company Details

AI-enabled financial planning and advisory solutions for individuals. Offers solutions for clients or an asset manager seeking to distribute product. Offers a wide range of capabilities to remove frictions and create engaging experiences,
Website
tifin.com
Social
X
Email ID
*****@magnifi.com
Registered Address
2nd Floor of # 570/571, 1st Cross, 3rd Block Koramangala, Bangalore, Bangalore, Karnataka, India, 560034
Key Metrics
Founded Year
2018
Location
New York City, United States
Stage
Series D
Total Funding
$222M in 11 rounds
Latest Funding Round
Post Money Valuation
$***** as on Jun 05, 2023
Ranked
Employee Count
195 as on Jun 30, 2026
Investment & Acquisitions
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The Tifin Group's funding and investors

The Tifin Group has raised a total funding of $222M over 11 rounds. Its first funding round was on Jan 16, 2018. The Tifin Group has 9 institutional investors and 1 angel investor.

Here is the list of recent funding rounds of The Tifin Group:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Sep 09, 2025
2114200
Series D
7518077
1074045
4790835
1710403
Jul 01, 2024
4747059
Series D
5709207
3847062
3585671
8868758
Feb 21, 2024
1275341
Series D
5435281
5577023
9323774
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The Tifin Group's founders and board of directors

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The Tifin Group's Board of Directors

The Tifin Group's board has 1 active member. Vinay Nair is independent board member.
Here is the list of The Tifin Group's board of directors:
Name
Type
Representing
Status
Duration
Independent board member
-
Current
8y 6m

The Tifin Group's employee count trend

The Tifin Group has 195 employees as of Jun 26. Here is The Tifin Group's employee count trend over the years:
Employee count trend for The Tifin Group
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The Tifin Group's Competitors and alternates

Top competitors of The Tifin Group include Deloitte, Encore Capital and Carson Group. Here is the list of Top 10 competitors of The Tifin Group, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Deloitte
Deloitte
1845, London (United Kingdom), Series B
Provider of audit, consulting, financial advisory, risk management, and tax services
$21.4M
75/100
2nd
Logo for The Tifin Group
The Tifin Group
2018, New York City (United States), Series D
AI-enabled financial planning and advisory solutions for individuals
$222M
66/100
3rd
Logo for Encore Capital
Encore Capital
1953, San Diego (United States), Public
Provider of debt portfolio acquisition and servicing solutions
-
64/100
4th
Logo for Carson Group
Carson Group
1983, Omaha (United States), Series C
Provider of practice management software for financial advisors
$217M
63/100
5th
Logo for Berkeley Research Group
Berkeley Research Group
2010, Emeryville (United States), Acquired
Global consulting firm delivering intelligence and insights for complex business challenges
$92M
63/100
6th
Logo for RXR
RXR
1998, New York City (United States), Public
Provider of real estate investment, operator, and developer services
$340M
62/100
7th
Logo for Iconiq Capital
Iconiq Capital
2011, San Francisco (United States), Unfunded
Provider of investment management and real asset services
-
-
62/100
8th
Logo for BOK Financial
BOK Financial
1910, Tulsa (United States), Unfunded
Provider of investment and financial services
-
-
61/100
9th
Logo for Alvarez & Marsal Holdings
Alvarez & Marsal Holdings
1983, New York City (United States), Unfunded
Provider of diversified management consulting services
-
59/100
10th
Logo for Mercer Advisors
Mercer Advisors
1985, Denver (United States), Acquired
Provider of wealth management and advisory services for investment industries
$8.66M
55/100
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The Tifin Group's Investments and acquisitions

The Tifin Group has made 1 investments in companies including Grantd. The Tifin Group has also acquired 3 companies including SharingAlpha and myFinancialAnswers.
Here is the list of investments & acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Sep 03, 2025
Investments
2025
Denver (United States)
Jul 14, 2022
Acquisition
2016
Ramat Gan (Israel)
Mar 25, 2021
Acquisition
2014
Woodbury (United States)
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Reports related to The Tifin Group

Here is the latest report on The Tifin Group's sector:

News related to The Tifin Group

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Media has covered The Tifin Group for a total of 10 events in the last 1 year, 4 of them have been about company updates and 3 about people movement.
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