| What it does | Ship agents into systems you can't afford to break
| AI for Financial Prosperity
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| Stage | Not given
| Established
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| Founded | Not given
| 2018
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| Based in | IL
| US
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| Pricing model | Freemium
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| Pricing | Free plan includes 125,000 tasks and 75,000 triggers monthly with 5 seats and 1 on-prem agent. Starter: $29/month or $24/month billed annually. Business: $289/month or $240/month billed annually. Enterprise: custom pricing.
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| Key features | - MCP server for AI agents and assistants
- Python and TypeScript SDKs
- REST API and CLI for scripts and coding agents
- No-code workflow canvas
- Managed authentication to connected systems
- Audit trail of agent actions
- Tool permissions scoped per agent
- On-premises agent for systems behind firewall
- Native integrations with Zendesk, Intercom, Freshdesk, ServiceNow, SAP, NetSuite, Salesforce
- Root cause analysis and backend execution of fixes
| - 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 | - Secure enterprise-grade controls including granular tool permissions, audit trails, and versioning without sacrificing automation speed
- Autonomous AI agents that execute fixes end-to-end rather than just deflecting to chatbots or escalations
- Multiple interface options including MCP, SDKs, API, CLI, and no-code canvas for different developer and non-developer needs
- On-premises deployment capability for regulated or sensitive systems behind firewalls
- Seamless integration with entire enterprise tech stack including ERP, CRM, helpdesk, and observability platforms
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ● no change since last check | 57 ● no change since last check |
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| Trust Flow (Majestic) | 5 | 31 |
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| Citation Flow (Majestic) | 31 | 36 |
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| Referring domains (Majestic) | 75 | 390 |
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Engini
TIFIN