Tifin Closes $109M in Series D at $842 Million Valuation

USA – Tifin, a Boulder, CO-based provider of a fintech platform using artificial intelligence (AI) and investment-driven personalization to provide an improved investor experience, raised $109M in Series D funding at $842 million valuation.

Franklin Resources (NYSE: BEN), a global investment manager operating under Franklin Templeton, and Motive Partners, joined previous strategic investors. Hamilton Lane (NASDAQ: HLNE), J.P. Morgan Asset Management, Morningstar, and Broadridge. Rob Heyvaert, Founder and Managing Partner of Motive Partners will join the Tiff’s board as part of the transaction. The company intends to use the funds to continue to expand its consumer platform, and geographically outside the US.

Led by CEO Vinai Nair, Tifin is an AI-powered fintech company that leverages data science, investment intelligence, and technology to deliver engaging and personalized investor experiences. By connecting individuals to advice and investments, it bridges the gap between investors, their intermediaries, and asset managers.The company manages Magnifi, a search-powered marketplace for investments; TIFIN Wealth, a platform for advisors, wealth managers, and other intermediaries to deliver better individual outcomes; Financial Answers, a digital platform of investor communities; all powered through Distill, a central digital distribution and insights engine using TIFIN’s data platform.

12/05/2022