| What it does | AI for Financial Prosperity
| Shared memory for regulated companies and their AI agents
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| Stage | Established
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| Founded | 2018
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| Based in | US
| US
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Team plan: $10/person/month with 14-day free trial, includes meeting recording, email and calendar enrichment, knowledge organized by topic, private scopes and projects, agent keys with custom permissions, import existing brain, and MCP for all agents. Enterprise plan: custom pricing for regulated a
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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
| - Records and transcribes meetings with visible participant
- Automatically extracts facts from email and calendar
- Scoped access control with automatic sorting
- Private projects limited to members
- Agent API keys with read-only or read-write permissions
- Works with Claude, ChatGPT, Cursor, Codex over MCP
- Import existing brain from markdown, Obsidian, or GBrain
- Facts organized by topic with full history
- Raw email stays private to owner, team sees extracted facts only
- 180 days of email history imported on day one
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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
| - Every fact is scoped automatically by sensitivity level and agents see only what their teammate can access
- Agents can write back to the same brain over MCP, updating shared knowledge in real time
- CASA Tier 2 security assessed and verified by Google for Gmail and Calendar access
- Onboard entire team in under 5 minutes with one-click Google sign-in
- Data never used to train AI models, privacy verified in policy
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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 ▼ −1 (down) since last check |
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| Trust Flow (Majestic) | 31 | 9 |
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| Citation Flow (Majestic) | 36 | 26 |
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| Referring domains (Majestic) | 390 | 32 |
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TIFIN
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