| What it does | AI automation company delivering measurable ROI without enterprise prices
| AI for Financial Prosperity
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| Stage | Startup
| Established
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| Founded | 2025
| 2018
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| Based in | US
| US
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| Pricing model | Paid
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| Pricing | Pilots: $5,000–$15,000 fixed-price per workflow. Retainers: from $1,500/month for up to 15 people, $2,500–$3,000/month for 15–50 people, from $7,000/month for 50–100 people, custom pricing for 100+ people. All retainers include maintenance, model upgrades, new automations each sprint, and support at
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| Key features | - AI Agent Development with OpenAI, Anthropic, and LangGraph
- Workflow Automation connecting CRM, billing, reporting and ops stack
- Fixed-price pilots with ROI verification and documentation
- Voice AI Development for automated phone agents
- Healthcare AI with HIPAA compliance and self-hosted deployment
- AI App Development with RAG and multi-model routing
- On-premises and air-gap deployment options
- Direct access to founder and engineering team with priority response under 4 hours
- Free 30-minute consultation with no obligation or sales pitch
| - 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
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| What makes it different | - Measurable ROI-first approach: every engagement defined by business outcomes, not hours delivered
- No lock-in with month-to-month retainers and IP that transfers on day one
- Founder-led technical scoping ensures the quoted architecture is the architecture delivered
- All maintenance, model upgrades, and fixes included in one flat monthly retainer
- Fraction of the cost of hiring an in-house AI team while delivering results from week one
| - 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
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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) | 25 ▲ +1 (up) since last check | 57 ● no change since last check |
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| Trust Flow (Majestic) | 3 | 31 |
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| Citation Flow (Majestic) | 28 | 36 |
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| Referring domains (Majestic) | 105 | 390 |
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ValueStreamAI
TIFIN