| What it does | AI for Financial Prosperity
| Enterprise agentic AI platform for complex, large-document workflows
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| Stage | Established
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| Founded | 2018
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| Based in | US
| CA
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Trial: Free 2-week trial with 2,500 AI assistant interactions, 10 RFP analyses, 15 document compositions, 25 research reports, 50 image generations. Professional: $200/user/month with 5,000 interactions, 20 RFP analyses, 30 document compositions, 50 research reports, 100 image generations. Enterpris
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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
| - Proposal Workflow for RFP and tender responses with AI agents for research, extraction, matching, analysis, templating, and writing
- Zeta Chat for research, analysis, and content creation with traceable sources and citations
- Document Composer for generating medium and large text documents with section-by-section composition
- Deep Web Research for comprehensive research and synthesis with citations
- Traceable and auditable outputs with source verification
- 20+ agents and workflows for automation
- Web search with citations and document Q&A across uploaded files
- Data analysis with sandboxed Python execution and 25+ scientific libraries
- Image and video generation up to 4K with composition and editing
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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
| - Structure-based workflows instead of open-ended prompts for reliable, consistent results
- All outputs traceable to source documents with audit-ready documentation
- Canadian data sovereignty with secure, controlled environments protecting sensitive information
- Team-first platform with shared workspaces and collaborative access controls
- Bilingual by design with full French and English experience for Canadian and European organizations
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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 | 34 ● no change since last check |
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| Trust Flow (Majestic) | 31 | 17 |
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| Citation Flow (Majestic) | 36 | 28 |
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| Referring domains (Majestic) | 390 | 157 |
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TIFIN
Zetane