| What it does | The Platform for Production-Ready Agentic Workflows
| AI for Financial Prosperity
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| Stage | Established
| Established
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| Founded | Not given
| 2018
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| Based in | US
| US
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| Pricing model | Freemium
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| Pricing | Sandbox (free), Professional ($590/year per workspace), Team ($1,590/year per workspace), and custom Enterprise pricing. Message credits included monthly.
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| Key features | - Workflow Studio - Visual builder for agentic workflows
- Agent builder - Create agents with skills, tools, and knowledge
- Knowledge Pipeline - Prepare searchable knowledge bases
- Marketplace - Explore tools, models, and integrations
- Multi-deployment options - Cloud, VPC, or self-hosted
- Publish and monitor - Ship as app, API, or tool
- Visual execution path - Turn prompt logic into visible workflows
- Unified workspace - Bring AI stack into one platform
- Enterprise features - SSO, SAML, RBAC, audit logs
| - Agentic Workforce Platforms for wealth, asset management, and insurance
- Tax Intelligence and optimization platforms
- Workplace to Wealth infrastructure connecting benefits and personal wealth
- Distribution Science AI for advisor and investor reach
- Magnifi AI search engine for investment discovery
- AMP platform for wealth and distribution growth
- Coordinated agents with shared context and enforced rules
- AI enhances front, middle, and back office operations
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| What makes it different | - No-code platform that democratizes AI agent development for beginners
- Deploy from prototype to production without rebuilding the stack
- Unified workspace for agents, workflows, and knowledge pipelines
- Enterprise-ready with SSO, RBAC, audit logs, and compliance certifications
| - Industry-first agentic operating system for wealth
- Unified platform replacing isolated tools across workflows
- Mission-driven focus on better wealth outcomes for more people
- Trusted partnerships with JP Morgan, Morningstar, Franklin Templeton
- Comprehensive coverage of wealth, asset management, and insurance sectors
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| Free plan | Not given
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| Open source | Not given
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| Platforms | Not given
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| Public API | Not given
| Not given
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 79 ▲ +1 (up) since last check | 57 ● no change since last check |
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| Trust Flow (Majestic) | 33 | 31 |
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| Citation Flow (Majestic) | 52 | 36 |
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| Referring domains (Majestic) | 6338 | 390 |
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TIFIN