TIFIN Wealth helps wealth management firms bring more individuals into the world of advice through data collection and algorithmic intelligence. We leverage Precision AI to fuel organic growth of firms.
TIFIN Wealth’s data science packages are tailored to identify different opportunities and deploy actionable insights. These custom capabilities combine proprietary and third-party data sources across millions of individuals to help identify conversion and growth opportunities.
Packages include Prioritize Prospects, Asset Consolidation, Network Referrals, and Workplace.