# TiFin Group

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/tifin-group

- Industry: Financial Services
- Headquarters: Boulder, US
- Website: www.tifin.com
- Total disclosed funding: $178M
- Latest round: Series D (May 12, 2022)
- Investors on record: 6

## About

Founded in 2018 and based in Colorado, US, TiFin Group LLC operates as a financial technology company that offers an investment search tool for online brokerage known as Magnifi, a consumer data platform, and a personalized wealth tech platform. With offices in New York, Boulder, Charlotte, Mumbai, and Bengaluru, TIFIN has established a network that spans continents. In February 2024, TiFin Group LLC, a portfolio company of J.P. Morgan Asset Management - Private Equity Group, Franklin Templeton, and Motive Partners acquired Giving Place, Inc.

The company provides a series of products catering to different needs in financial services -- from Automated Tax-Smart Investing to Next-Gen Fund Administration, the company offers a range of solutions designed to streamline investment management processes and optimize returns. Other products such as AI-Powered Assistant and Algorithmic Intelligence platforms cater to individual investors and wealth management firms.

TIFIN's revenue stream is fueled by direct sales of its product based on a subscription model.

## Funding rounds

- Series D, May 12, 2022, $109M — Hamilton Lane, JP Morgan Asset Management, Broadridge Financial Solutions, Inc., Morningstar Investment Management Australia, Franklin Templeton, Motive Partners
- Series C, Oct 15, 2021, $47M — JP Morgan Asset Management, Broadridge Financial Solutions, Inc., Morningstar Investment Management Australia
- Series B, Mar 5, 2021, $21M — JP Morgan Asset Management, Broadridge Financial Solutions, Inc., Morningstar Investment Management Australia

## Investors

- JP Morgan Asset Management (https://capitalatlas.ai/funds/jp-morgan-asset-management) — Series B, Series C, Series D
- Broadridge Financial Solutions, Inc. — Series B, Series C, Series D
- Morningstar Investment Management Australia — Series B, Series C, Series D
- Hamilton Lane (https://capitalatlas.ai/funds/hamilton-lane) — Series D
- Franklin Templeton (https://capitalatlas.ai/funds/franklin-templeton) — Series D
- Motive Partners (https://capitalatlas.ai/funds/motive-partners) — Series D