| What it does | AI for Financial Prosperity
| AI-powered enterprise intake and process orchestration platform
|
|---|
| Stage | Established
| Not given
|
|---|
| Founded | 2018
| Not given
|
|---|
| Based in | US
| US
|
|---|
| Pricing model | Not given
| Contact for pricing
|
|---|
| Pricing | Not given
| Custom pricing based on Monthly Tracked Users (MTUs) and deployment options. The platform includes unlimited workflows, connectors, data, and automation. Optional single-tenant dedicated, customer cloud-hosted, and customer-hosted on-prem hosting available for Enterprise customers at additional cost
|
|---|
| 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
| - Agentic Orchestration Engine with agent autonomy, deterministic process logic, and context graph
- Unified Control Plane to manage all processes across departments, people, AI, and systems
- Enterprise-Grade Runtime for mission-critical processes with governance and compliance
- No-Code Process Builder with drag-and-drop workflow tools
- Data Source Integrations connecting 250+ applications
- Enterprise Agents for specialized tasks like procurement, legal, and invoicing
- Real-time dashboards and operational visibility
- Collaborative Intake for tailored request handling
- Contracts Hub for AI-native contract orchestration
|
|---|
| 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
| - Most comprehensive agentic orchestration platform purpose-built for enterprise AI adoption at scale
- Enables non-technical process owners to deploy and refine AI agents without IT involvement
- Integrates with 250+ enterprise applications without requiring replacement of existing systems
- Proven track record with enterprises achieving 2.2X adoption increase and 50% cycle time reduction
- Ensures enterprise governance, compliance, and audit controls for mission-critical processes
|
|---|
| Free plan | Not given
| Not given
|
|---|
| Open source | Not given
| Not given
|
|---|
| Platforms | Not given
| Not given
|
|---|
| Public API | Not given
| Not given
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 57 ● no change since last check | 61 ● no change since last check |
|---|
| Trust Flow (Majestic) | 31 | 15 |
|---|
| Citation Flow (Majestic) | 36 | 39 |
|---|
| Referring domains (Majestic) | 390 | 591 |
|---|
TIFIN
Tonkean