TIFIN builds engaging fintech experiences through powerful AI and investment-driven personalization.
About the role
More people need financial guidance, while advisor capacity is shrinking and financial lives are becoming more complex. TIFIN.AI is building the enterprise-grade agentic platform that helps wealth firms close that gap through secure, compliant, personalized experiences. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months
- Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
- Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, FactSet, Broadridge, Motive Partners and Tectonic Ventures
- World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more
- The end-client product. Set the vision and roadmap for intelligent experiences embedded in wealth firms' portals, apps, and service journeys
- Enterprise deployment. Lead discovery, configuration, integration, testing, and launch with client product, technology, operations, and compliance teams
More about this role
TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.
- Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months.
- Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
- Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, FactSet, Broadridge, Motive Partners and Tectonic Ventures.
- World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.
- Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the...
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