Platform for business orchestration and automation enabling AI agents, robots, and people to deliver outcomes at scale
AI for Financial Prosperity
Stage
Established
Established
Founded
2005
2018
Based in
US
US
Pricing model
Freemium
Not given
Pricing
Free Community plan forever. Basic starting at $25 per month. Standard and Enterprise plans available by contacting sales. Test Cloud Standard available with 60-day free trial; Test Cloud Enterprise available by contacting sales.
Not given
Key features
Business orchestration coordinating work across AI, people, and systems
Agentic AI agents that reason and handle complex workflows
Intelligent document processing extracting data from complex layouts and multiple languages
Process monitoring and optimization with Process Mining
Self-healing automation that suggests fixes for broken automations
Governance controls for data, models, and actions with audit records
Testing automation with agentic testing across enterprise applications
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
What makes it different
End-to-end orchestration from intake to outcome across agents, robots, and people on one platform
Built on over 20 years of real enterprise process expertise
Proven measurable outcomes with $10M+ average documented savings per enterprise customer
Trusted by 91% of reviewers according to Gartner Peer Insights
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
UiPath®
TIFIN