Tifin GIVE
SEC RegisteredThe Platform for Financial AI
About the firm
TIFIN builds fintech platforms that accelerate large-scale themes towards its mission of 'better wealth outcomes for more people' in the areas of wealth management, asset management and insurance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Agentic workforce platforms for wealth, asset management, and insurance; tax intelligence and optimization; workplace-to-wealth infrastructure connecting workplace benefits and personal wealth platforms; and AI-driven distribution science helping asset managers and financial providers reach the right advisors and investors.
Who they serve
Asset managers, wealth managers, advisors, family offices, wealthtech providers, insurance providers and more.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Service Fee - balances up to $1,000,000 | 0.30% |
| Management Fee - balances up to $1,000,000 | 0.10% |
| Service Fee - balances over $1,000,000 | 0.15% |
| Management Fee - balances over $1,000,000 | 0.03% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tifin GIVE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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