TIFIN Tech Stack

AI platform for wealth management and asset consolidation

Financial Services Boulder, Colorado 201–500 employees Founded 2018 Privately Held

TIFIN operates a multi-product fintech platform applying machine learning to wealth and asset management workflows. The tech stack—Python, Django, React, PostgreSQL, MongoDB on AWS—supports both analytics-heavy dashboards (Tableau, Power BI, Looker) and modern frontend surfaces. Active projects center on supervised ML for churn detection, asset consolidation, and engagement prediction, while pain points cluster around legacy system integration and operational efficiency—suggesting TIFIN is automating manual workflows in custodial and reconciliation processes that advisors and wealth platforms currently handle offline.

Tech Stack 24 technologies

Core StackTableau Power BI Looker JavaScript React Next.js Figma GraphQL Python Django Pandas GitHub AWS PostgreSQL MongoDB jQuery Bootstrap FastAPI Excel HTML5 LESS REST OAuth JWT

What TIFIN Is Building

◆Challenges

Client attrition detection
Asset consolidation prediction
Leveraging data for personalization
Fine-tuning models for specific use case
Implementing rag approaches
Legacy system integration
Organic growth pain points
Reducing reconciliation timelines
Reducing operational support inquiries
Streamlining custodial workflows

▲Active Projects

Fine-tuned models with specific data
Ai automation
Client retention & churn prevention
Asset consolidation
Cross-sell & wallet share growth
New workflow and tools
Conversational experiences
Green-field online platform
Supervised ml models for engagement, churn, conversion
Ml model integration into platform

Hiring Activity

Decelerating15 roles · 3 in 30d

Department

Engineering

Data

Sales

Finance

Product

Support

Seniority

Senior

Mid

Director

Manager

Staff

Notable leadership hires: Sales Director

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About TIFIN

TIFIN is an AI and innovation platform founded in 2018 to address frictions in wealth and asset management. The company operates a portfolio of purpose-built products—including Paralel, Magnifi, TIFIN Wealth, TIFIN Give, TIFIN AG, TIFIN AMP, Sage, Helix, TIFIN@Work, and TIFIN India—targeting wealth advisors, asset managers, and end investors. TIFIN applies data science, AI, and modern tech infrastructure to problems in advisor productivity, client retention, asset consolidation, and personalization. The company is backed by institutional investors including JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, Motive Partners, and Broadridge. TIFIN is headquartered in Boulder, Colorado, with hiring activity across the United States, India, and Australia.

HeadquartersBoulder, Colorado

Company Size201–500 employees

Founded2018

Hiring MarketsIndia, Australia, United States

Frequently Asked Questions

What technology stack does TIFIN use?

TIFIN builds on Python, Django, React, and Next.js for core application logic, PostgreSQL and MongoDB for data storage, and AWS for infrastructure. Analytics and reporting run on Tableau, Power BI, and Looker. Frontend uses REST, GraphQL, OAuth, and JWT for API communication.

What is TIFIN working on?

Current projects focus on ML-driven client retention and churn prevention, asset consolidation prediction, supervised models for engagement and conversion, conversational AI experiences, and integration of ML models into production platforms. Work also includes green-field online platform builds and new workflow tooling.