Spend controls, budgets and approvals for AI agents
Stage
Established
MVP
Founded
2018
Not given
Based in
US
Not given
Pricing model
Not given
Freemium
Pricing
Not given
Free plan: $0 during early access with 2 seats and 3 agents. Planned paid plans: Builder at $49/month with 5 seats and 25 agents; Scale at $199/month with 25 seats and 250 agents. Self-hosting is free.
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
Onchain allowances and epoch budgets
Escalation through reporting tree
Session keys with automatic expiration
Constitutional governance with veto windows
Declared flows and human gates
Slack and Telegram supervision
Visual org builder and workspace
Apache-2.0 open source contracts and SDK
Inference budgets for model and API calls
Integration with Coinbase AgentKit and Safe
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
Bounded blast radius: compromised agents can only spend remaining epoch allowance on whitelisted targets
Passkey root stays on user's device; cloud holds only scoped, expiring session keys
Fully self-hostable open protocol with Apache-2.0 licensing
Approval workflows follow real organizational structure, not smart contract code
No token or cryptocurrency knowledge required to use the cloud platform
TIFIN
LaCrew