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
- 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
Investors
Ranked
2nd among 348 active competitors
Employee Count
195 as on Jun 30, 2026
Similar Companies
Legal entities associated with The Tifin Group
The Tifin Group is associated with 3 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
KKNT FIRST MAIN PRIVATE LIMITED CIN: U72900KA2017PTC107342 , India, Dissolved under section 59(8) | Oct 20, 2017 | 0 - ₹10 Cr (As on Mar 31, 2024) | 1 (As on Apr 30, 2023) | |
THE TIFIN GROUP LLC CIN: 6876986 , United States, Active | May 07, 2018 | - | - | - |
Tifin Group LLC CIN: 830531697 , United States, Active | Jan 23, 2019 | - | - | - |
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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:
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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 |
View details of The Tifin Group's funding rounds and investors
The Tifin Group's founders and board of directors
Founder? Claim ProfileThe 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:
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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:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Deloitte 1845, London (United Kingdom), Series B | Provider of audit, consulting, financial advisory, risk management, and tax services | $21.4M | 75/100 | |
2nd | The Tifin Group 2018, New York City (United States), Series D | AI-enabled financial planning and advisory solutions for individuals | $222M | 66/100 | |
3rd | Encore Capital 1953, San Diego (United States), Public | Provider of debt portfolio acquisition and servicing solutions | - | 64/100 | |
4th | Carson Group 1983, Omaha (United States), Series C | Provider of practice management software for financial advisors | $217M | 63/100 | |
5th | Berkeley Research Group 2010, Emeryville (United States), Acquired | Global consulting firm delivering intelligence and insights for complex business challenges | $92M | 63/100 | |
6th | RXR 1998, New York City (United States), Public | Provider of real estate investment, operator, and developer services | $340M | 62/100 | |
7th | Iconiq Capital 2011, San Francisco (United States), Unfunded | Provider of investment management and real asset services | - | - | 62/100 |
8th | BOK Financial 1910, Tulsa (United States), Unfunded | Provider of investment and financial services | - | - | 61/100 |
9th | Alvarez & Marsal Holdings 1983, New York City (United States), Unfunded | Provider of diversified management consulting services | - | 59/100 | |
10th | 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:
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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) |
See all acquisitions by The Tifin Group
Reports related to The Tifin Group
Here is the latest report on The Tifin Group's sector:
News related to The Tifin Group
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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TIFIN Australia Launches to Accelerate AI-Powered Wealth InnovationGlobeNewswire•May 26, 2026•The Tifin Group
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TIFIN Group Launches TIFIN.AI, an Agentic Operating SystemGlobeNewswire•Apr 14, 2026•The Tifin Group
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TIFIN Appoints Andrew Dahlinghaus as Chief Operating OfficerPR Newswire•Dec 08, 2025•The Tifin Group
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TIFIN Give Launches "Louise" AI capabilities for philanthropyPR Newswire•Oct 27, 2025•The Tifin Group
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TIFIN Welcomes Palantir's Lila Flores to Board, Enhancing AI ExpertisePR Newswire•Oct 21, 2025•The Tifin Group
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Praxis Solutions appoints Charlie Shaffer as Chief Revenue Officer.PR Newswire•Sep 17, 2025•Praxis Solutions, The Tifin Group
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