| What it does | AI consulting, automation and voice agents for Australian businesses
| AI for Financial Prosperity
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| Stage | Not given
| Established
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| Founded | Not given
| 2018
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| Based in | AU
| US
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| Pricing model | Paid
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| Pricing | Monthly retainer plans: Starter from $2,800/mo (1 solution, light integrations, QA, weekly check-ins); Growth $5,200/mo (2-3 solutions, custom integrations, A/B testing, SLAs); Enterprise $8,200/mo (bespoke solutions, compliance reviews, on-call support, training). Fixed-scope projects also availabl
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| Key features | - AI phone answering assistants that answer calls 24/7 and book jobs
- Website chat assistants for lead qualification
- Business automation for repetitive admin tasks
- AI integrations with CRMs, ERPs and data warehouses
- Business dashboards and reporting in Looker Studio, Power BI, GA4
- Website design and development for service businesses
- Guardrails and human-in-the-loop controls for AI safety
- 2-6 weeks delivery for pilots and focused solutions
- Integration with Twilio, HubSpot, Salesforce, Slack, OpenAI, Anthropic
- SOC2-friendly controls and data handling included
| - 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 | - Industry-specific AI training for trades, construction and service businesses rather than generic tools
- Fast delivery in 2-8 weeks from first call to live system
- Founder-led, data science trained team with proven results
- Transparent, fixed-price proposals and published pricing
- Security and privacy-first with data minimization and audit trails
| - 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) | 37 ▼ −1 (down) since last check | 57 ● no change since last check |
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| Trust Flow (Majestic) | 4 | 31 |
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| Citation Flow (Majestic) | 16 | 36 |
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| Referring domains (Majestic) | 8 | 390 |
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Voxotec
TIFIN