| What it does | AI for Financial Prosperity
| Your voice and skills in every AI tool you use
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| Stage | Established
| Startup
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| Founded | 2018
| Not given
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| Based in | US
| US
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Free: 1 Profile, 10 Skills, 50 Documents, 10 Artifacts, 1 Style Guide from Starter Pack, 100 Hosted Chat AI credits/month. Pro: $24/mo or $20/mo billed annually, 5 Profiles, 75 Skills, 500 Documents, 75 Artifacts, 1 Style Guide, 1,000 Hosted Chat AI credits/month. Max: $49/mo or $40/mo billed annual
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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
| - Profiles to define voice, tone, and judgment
- Style Guides to enforce writing rules
- Knowledgebases to store trusted documents and notes
- Skills to package repeatable workflows
- Artifacts for versioned, shareable outputs
- Hosted Chat with custom runtime
- MCP integration with external tools
- Team workspaces with shared knowledge
- Skill Catalog for discovery and import
- Collections to group and present artifacts
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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
| - Output sounds like you, not generic AI, because every tool reads the same profiles and style guides
- Stop re-uploading docs and rewriting instructions for each new tool
- Individual voice, shared standards on teams
- Built-in changelogs instead of Git for managing skills
- Works with any MCP-compatible AI client without vendor lock-in
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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 | 2 ● no change since last check |
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| Trust Flow (Majestic) | 31 | 4 |
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| Citation Flow (Majestic) | 36 | 25 |
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| Referring domains (Majestic) | 390 | 27 |
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TIFIN