TIFIN

About

TIFIN is a platform that creates and operates fintech companies in wealth management, investments, and personal finance.

Boulder,Colorado,United States
https://tifin.com

Highlights

Details

Last Funding Type: Series D
Last Funding Money Raised: $109M
Industries: Asset Management,Financial Services,FinTech,Impact Investing,Personal Finance
Founded date: Jan 1, 2018
Operating Status: Active
Legal Name: Tifin Group LLC
Also Known As: TIFIN,TIFIN GROUP,The TIFIN Group

TIFIN is a platform that conceives, creates, and operates fintech companies in the areas of wealth management, investments, and personal finance. Their operating companies are shaping the future of investor experience with intelligent products that recognize the uniqueness of each investor. TIFIN leverage the combined power of investment intelligence, data science, and technology to make investing a more powerful driver of financial well-being.

Funding Rounds

Number of Funding Rounds

Total Funding Amount

5

$205.67M

TIFIN has raised a total of $205.67M in funding over 2 rounds. Their latest funding was raised on May 12, 2022 from a Series D round.

Announced Date	Round	Money Raised	Number of Investors	Lead Investors	Post Valuation
May 12, 2022	Series D	$109M	6	Motive Partners	—	Detail
Oct 28, 2021	Series C	$47M	5	Hamilton Lane	—	Detail
Apr 20, 2021	Series B	$22.30M	3	—	—	Detail
Dec 1, 2020	Series A	$22M	—	—	—	Detail
Dec 28, 2018	Series Unknown	$5.37M	—	—	—	Detail

Investments

Number of Investments

Number of Lead Investments

3

2

TIFIN has made 3 investments. Their most recent investment was on Dec 20, 2020, when Positivly raised $2.50M.

Date Company Name	Round	Money Raised	Industry	Lead Investor
Dec 20, 2020 Positivly	Seed	$2.50M	Financial Services	Yes
Dec 20, 2019 Arbor Fintech	Seed	€3M	Apps	—
Sep 1, 2019 Positivly	Pre-seed	$0.90M	Financial Services	Yes

Investors

Number of Lead Investors

Number of Investors

2

7

TIFIN is funded by 7 investors. Motive Partners and Broadridge are the most recent investors.

Investor Name	Lead Investor	Funding Round
Motive Partners	Yes	Series D
Broadridge	—	Series D
Franklin Templeton Investments	—	Series D
Hamilton Lane	—	Series D
J.P. Morgan Asset Management	—	Series D
Morningstar	—	Series D
Moontide Capital	—	Series C

Employee Profiles

Number of Employee Profiles

15

TIFIN has 15 current employee profiles, including Executive Vinay Nair

Executive

Board member

Executive

Board member

Executive

Acquisition

TIFIN has acquired 5 organizations. Their most recent acquisition was myFinancialAnswers on Mar 24, 2021. They acquired myFinancialAnswers for 0.

Date Company Name	Industry	Acquisition Type	Price
Mar 24, 2021 myFinancialAnswers	Financial Services	acquisition	—	Detail
Mar 24, 2021 Totum by TIFIN	Financial Services	acquisition	—	Detail
Dec 1, 2021 Qualis Capital	Consulting	acquisition	—	Detail
Mar 1, 2022 Amicus.io	Charity	—	—	Detail
Nov 23, 2022 Challenger Finance	Banking	—	—	Detail