TIFIN uses data and investment driven intelligence to drive personalization for wealth management, and digital distribution for investment managers. The firm closes its Series C round at a valuation that is nearly five times higher than its Series A which was completed towards the end of 2020. TIFIN's mission is to make investing a more meaningful driver of financial well-being, by shaping the future of the investor experience. Through its focused divisions, Magnifi, a search-powered marketplace for investments; Financial Answers, a consumer platform built on financial media; and TIFIN's WealthTech platform's many capabilities, the firm delivers personalization to the investment management industry.

Hamilton Lane, a leading private markets investment manager, entered the capital round as a new strategic investor. They join J.P. Morgan Asset Management, Morningstar, and Broadridge in the Series C round, after their initial investment in TIFIN's Series B round.

TIFIN is shaping the future of investor experience with AI-based technology that recognizes the uniqueness of each investor. TIFIN, which stands for Technology In Finance, enhances the value proposition for wealth managers and broadens the access to wealth management by combining investment intelligence, data science, and technology. TIFIN aims to make investing a more powerful driver of financial wellbeing.