Build, deploy, and scale autonomous AI agents with expert human oversight
Stage
Established
Established
Founded
2018
2021
Based in
US
US
Pricing model
Not given
Contact for pricing
Pricing
Not given
Fixed monthly subscription with custom pricing based on user licenses and needs. No hidden fees, annual subscriptions with monthly payments. 2-day expert-led discovery workshop costs are 100% credited toward subscription pricing.
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
Enterprise Context Engine™ to structure organizational knowledge for AI decisions
Agentic AI agents that scan, test and act on data on schedule or on demand
No data migration required; connects to existing systems
700+ prebuilt data connectors and integrations
Deployment on AWS, Azure, or GCP with flexible hosting options
Enterprise compliance: SOC 2 Type II, HIPAA, GDPR, ISO 42001
Model-agnostic platform working with existing enterprise infrastructure
Compounding Intelligence where each solution builds on the last
Transparent and auditable workflows with full lineage tracking
Expert-led 2-day discovery workshops with PhD-level data scientists
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
Hybrid Approach™ pairing agentic AI with human expert oversight for accountability
Production-ready AI in weeks, not months
70% faster from start to go-live year over year
Outcome-based guarantees and PoC engagements for risk-free transformation
Full platform access for unlimited solution creation and deployment
TIFIN
RapidCanvas