| What it does | AI for Financial Prosperity
| Virtual document trees and API for AI agents
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| Stage | Established
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| Founded | 2018
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| Based in | US
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Free: $0 (10 projects, 2,000 nodes, 2 custom agents, 300 API requests/day). Pro: $4/month or $36/year (50 projects, 20,000 nodes, 10 custom agents, 2,000 API requests/day, 1 custom domain). Team: $29/month or $288/year for the whole workspace (500 projects, 200,000 nodes, 25 custom agents, 20,000 AP
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| Key features | - 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
| - Create and organize documents in virtual trees without moving underlying files
- Connect AI agents through REST API with scoped bearer tokens
- Project manifest in machine-readable JSON format
- Sealed secrets for agent-to-agent communication
- Search documents by name, description, and tags
- Project health checks with optional auto-repair
- Agent-to-agent messaging within workspace
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| What makes it different | - 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
| - Index-based organization without moving original files
- 32 MCP tools for AI agent integration
- Workspace-wide Team pricing regardless of member count
- Free plan with no credit card required
- Automatic TLS certificates for custom domains
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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) | 57 ● no change since last check | 6 ● no change since last check |
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| Trust Flow (Majestic) | 31 | 0 |
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| Citation Flow (Majestic) | 36 | 15 |
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| Referring domains (Majestic) | 390 | 3 |
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TIFIN