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Total amount raised
$221M
Latest funding date
2025-12-16
Location
TIFIN has successfully raised funding over 8 rounds, with the latest being a Venture - Series Unknown round. The company has made significant strides in the fintech industry, leveraging AI to enhance financial services across various sectors.
With 10 investors backing its innovative solutions, TIFIN continues to expand its influence through strategic investments and acquisitions. Keep reading to explore the intricacies of TIFIN's fundraising journey and the investors supporting this dynamic platform.
TIFIN has raised over $220 million across seven funding rounds, backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton, Motive Partners, SEI, and Broadridge. The company's most recent round was a Series Unknown venture round closed in December 2025.
Keep reading to explore TIFIN's full fundraising journey, key investors, and what's next for the company.
What Is TIFIN?
TIFIN is an AI and innovation platform headquartered in Boulder, Colorado, founded in 2018 by Dr. Vinay Nair. The company builds AI-powered fintech platforms and applications to deliver better wealth outcomes for more people across wealth management, asset management, and insurance. TIFIN's AI enhances the front, middle, and back office operations of financial enterprises, serving advisors, wealth enterprises, asset managers, and insurance providers.
How Much Funding Has TIFIN Raised?
- Series A
- Amount Raised: USD 22,000,000
- Date: December 2020
- Lead Investors: Not publicly disclosed; existing individual investors from wealth and asset management participated
- Series B
- Amount Raised: USD 22,300,000
- Date: April 2021
- Lead Investors: Not publicly disclosed
- Participants: J.P. Morgan Asset Management, Morningstar, Broadridge
- Valuation: USD 184,000,000
- Series C
- Amount Raised: USD 47,000,000
- Date: October 2021
- Lead Investors: Hamilton Lane
- Participants: J.P. Morgan Asset Management, Morningstar, Broadridge
- Valuation: USD 447,000,000
- Series D
- Amount Raised: USD 109,000,000
- Date: May 2022
- Lead Investors: Motive Partners
- Participants: Franklin Templeton, J.P. Morgan Asset Management, Hamilton Lane, Morningstar, Broadridge
- Valuation: USD 842,000,000
- Debt Financing
- Amount Raised: USD 7,650,000
- Date: October 2023
- Lead Investors: Not publicly disclosed
- Corporate Round
- Amount Raised: USD 10,000,000
- Date: February 2024
- Lead Investors: SEI, SEI Ventures
- Series Unknown
- Amount Raised: USD 3,000,000
- Date: December 2025
- Lead Investors: Not publicly disclosed
Total Amount Raised: USD 220,950,000 (at least $220.95M based on disclosed funding rounds).
Key Investors
- J.P. Morgan Asset Management
- Details: J.P. Morgan Asset Management participated in TIFIN's Series B, Series C, and Series D rounds. J.P. Morgan also acquired TIFIN's portfolio company 55ip, deepening the strategic relationship.
- Hamilton Lane
- Details: Hamilton Lane led TIFIN's Series C round at a $447 million valuation and added to its investment in the Series D round.
- Motive Partners
- Details: Motive Partners led TIFIN's $109 million Series D round, bringing the company's valuation to $842 million.
- Franklin Templeton
- Details: Franklin Templeton joined as a new investor in TIFIN's Series D round in May 2022 and has continued as a strategic partner.
- Morningstar
- Details: Morningstar has participated in TIFIN's Series B, Series C, and Series D rounds as a strategic investor.
- Broadridge
- Details: Broadridge participated in TIFIN's Series B, Series C, and Series D rounds as a strategic partner.
- SEI & SEI Ventures
- Details: SEI and its venture arm SEI Ventures led a $10 million corporate strategic investment in TIFIN in February 2024, deepening an AI-focused partnership.
What's Next for TIFIN?
With a strong portfolio of AI-powered wealth management platforms and a growing roster of strategic investors, TIFIN is well-positioned to expand its footprint across the financial services industry. The company continues to develop agentic AI capabilities — recently launching TIFIN.AI, an industry-first agentic operating system for wealth managers — and broaden access to its platforms for advisors, asset managers, and insurers globally.
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