| What it does | AI agents and workflow automation for GTM teams
| AI for Financial Prosperity
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| Stage | Not given
| Established
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| Founded | 2023
| 2018
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| Based in | US
| US
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| Pricing model | Freemium
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| Pricing | Free plan: $0/month with 2,000 credits, 3 active agents, 2,000 tasks/month, 1 user. Startup: $12/month with 10,000 credits, up to 15 active agents, 5 users. Growth: $34/month with 10,000 credits, up to 50 active agents, 25 users. Teams: $56/month with 10,000 credits, up to 100 active agents, unlimit
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| Key features | - Visitor intelligence identification and ICP matching
- Outbound prospecting with contact enrichment
- Automated pipeline enrichment from multiple sources
- Sales research and call brief preparation
- Campaign personalization with company context
- Inbound lead scoring and qualification
- Three operating modes: autopilot, human-in-the-loop, and chat
- 500+ app integrations with one-click connection
- Custom workflow builder with logic and flow controls
- Task history, analytics and dashboard reporting
| - 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 | - Deploy in minutes without engineering setup or technical requirements
- Enterprise-ready with data privacy and no training on customer data
- Eliminates manual prospecting and research through automated agents
- Real-time CRM synchronization across all connected tools
- Personalized outreach at scale for every prospect
| - 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) | 58 ▲ +1 (up) since last check | 57 ● no change since last check |
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| Trust Flow (Majestic) | 23 | 31 |
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| Citation Flow (Majestic) | 17 | 36 |
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| Referring domains (Majestic) | 182 | 390 |
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Konnectify
TIFIN