About The Tifin Group
The Tifin Group is a Financial Services company based in New York (United States) founded in 2018 by Vinay Nair. AI-enabled financial planning and advisory solutions are provided for individuals. The Tifin Group has raised $222.01 million across 11 funding rounds from investors including Morningstar, sei and J P Morgan. The Tifin Group has completed 3 acquisitions, including SharingAlpha, Totum Risk and myFinancialAnswers. The Tifin Group was last valued at $842 million in May 2022. Its chief executive, as recorded, is Vinay Nair. Its website tifin.com draws about 17 thousand monthly visits. Its Indian entity Kknt First Main Private Limited reported revenue of ₹2.5 Lakh. Its focus areas include Services for Investment Industry, Consultancy Services and Diversified. Its competitors include Ascensus, Learnvest and Farther; 2 of its 3 listed competitors have raised funding.
Company details
The Tifin Group was founded in 2018 and is headquartered in New York, United States. AI-driven financial planning and advisory services are delivered to individuals, with additional offerings for clients or asset managers focused on product distribution. Various capabilities are utilized to address operational frictions and support interactive experiences within the financial sector.
- Headquarters New York, United States
- Founders Vinay Nair
- Stage Soonicorn
- SectorsFinancial Services
- Email••••••••
- Website tifin.com
- Social LinkedIn X Instagram
- Legal Name Kknt First Main Private Limited
- Date of Incorporation 20 Oct, 2017
- Indian entity revenue₹2.5 Lakh
FY 2024 · -99% YoY
- Indian entity net loss-₹40.5 Lakh
FY 2024 · -1612% margin
- Indian entity EBITDA-₹40.5 Lakh
FY 2024 · -1612% margin
- Total Equity Funding$222.01M (USD)
in 11 rounds
- Latest Funding Round$3M (USD), Series D
Sep 2025
- InvestorsMorningstar
& 6 more
- Investments & AcquisitionsSharingAlpha
& 2 more
Associated legal entities of The Tifin Group
The Tifin Group operates through Kknt First Main Private Limited (dissolved under section 59(8)). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Kknt First Main Private Limited CIN U72900KA2017PTC107342 | Dissolved Under Section 59(8) | 20 Oct 2017 | Bangalore, Karnataka | ₹0.0 Cr | 1 | 4 | View details |
Funding Insights of The Tifin Group
The Tifin Group has successfully raised a total of $222.01M across 11 strategic funding rounds. The most recent funding activity was a Series D round of $3 million completed in September 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $222.01M
- Total Rounds 11
- Last Round Series D — $3M
- First Round $2M
(Jan 2018)
- Investors Count 7
Latest 10 of 11 funding rounds of The Tifin Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2025 | $3M | Series D | – | – | – |
| Jul 2024 | $3.75M | Series D | – | – | – |
| Feb 2024 | $10M | Series D | – | sei | – |
| Jan 2024 | $3.56M | Series D | – | – | – |
| Jun 2023 | $10M | Series D | – | Motive Partners | – |
| Nov 2022 | $6.03M | Series D | – | – | – |
| May 2022 | $109M | Series D | $842M | Franklin Templeton Investments, Motive Partners | |
| Oct 2021 | $47M | Series C | $447M | Hamilton Lane | |
| Apr 2021 | $22.3M | Series B | – | J P Morgan, Morningstar | – |
| Feb 2020 | $5.38M | Series A | – | – | – |
| Date | Valuation | Stage |
|---|---|---|
| May 2022 | $842M | •••••••• |
| Oct 2021 | $447M | •••••••• |
Last known valuation $842M (May 2022). 7 investors in total: 7 institutional.
Investors in The Tifin Group
The Tifin Group has secured backing from 7 investors, including institutional and venture fund investors. Prominent investors backing the company include Morningstar, sei and J P Morgan.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments in financial services sector are facilitated. | motivepartners.com | New York, United States | ||
Wealth and investment management solutions are offered to institutional investors. | 1968 | seic.com | Oaks, United States | |
Diversified investment management services are offered globally by the firm. | 1947 | franklintempleton.com | New York, United States | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | jpmorgan.com | New York, United States | |
Diversified secondary market investments are managed by the firm. | 1991 | hamiltonlane.com | Conshohocken, United States | |
Financial data and investment advisory tools are offered online. | 1984 | morningstar.com | Chicago, United States | |
Cloud-based accounting and financial management solutions are offered to businesses. | 2007 | broadridge.com | New York, United States |
Investor details for The Tifin Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Kknt First Main Private Limited (The Tifin Group)
Kknt First Main Private Limited is the primary company behind The Tifin Group. The board of Kknt First Main Private Limited currently have 4 directors; the longest-serving is Kinnari Amritlal Thakker, appointed in 2017.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Kinnari Amritlal Thakker DIN 07913221 | Director | 20 Oct 2017 | 9 yrs | Kknt First Main Private Limited |
| Rajesh Pravin Thakkar DIN 07890882 | Director | 20 Oct 2017 | 9 yrs | Kknt First Main Private Limited |
| Kiran Padman Nambiar DIN 07913233 | Director | 20 Oct 2017 | 9 yrs | Kknt First Main Private Limited |
| Joby Chacko DIN 02592710 | IRP/RP/Liquidator | 15 Nov 2024 | 1 yr 11 mo | Kknt First Main Private Limited |
People of The Tifin Group
62 people are tracked at The Tifin Group (33 in leadership, 12 in board & advisors, 17 in team).
| Name | Role | Group |
|---|---|---|
Vinay Nair | Founder & CEO | Leadership |
Steven Schraibman | Partner | Leadership |
Jack Swift | President | Leadership |
Stacy Carter | Chief Operating Officer | Leadership |
Tom Van Horn | Chief Operating & Product Officer, Magnifi | Leadership |
Tanya Bhasin | Head Of Capital Partnerships And Corporate Communications | Leadership |
Andrew Dahlinghaus | COO | Leadership |
Rob Pettman | CRO & President | Leadership |
Eric Weiss | CMO & Partner | Leadership |
Mike Sabbota | VP, Security & Privacy | Leadership |
Bhavna Thakur | Chief Operating Officer | Leadership |
Anil Arora | President, Wealth | Leadership |
Kimberly Williams Weinrick | Head of Communications | Leadership |
Anna Steward | Head Of Talent | Leadership |
William Naas | Director, Advisor Sales | Leadership |
Alex Rappaport | Director, Business Operations | Leadership |
Sal Gagliano | CEO, TIFIN AMP | Leadership |
Jason B. Sitomer | *general Counsel & Chief Privacy Officer | Leadership |
Seth Chaps | Head Of Design @ Tifin.ai | Leadership |
Raja Musunuru | Chief Product Officer | Leadership |
42 more people are available in the full profile.
Complete people profiles for The Tifin Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of The Tifin Group
Figures of Kknt First Main Private Limited, the primary company behind The Tifin Group, for FY 2024. Revenue was ₹2.5 Lakh (-99% year on year). Net loss was -₹40.5 Lakh (-1612% margin). EBITDA was -₹40.5 Lakh (-1612% margin). Revenue has grown at a compounded annual rate of -82% over three years and -39% over five years.
- ₹2.5 LakhRevenue · FY 2024 · -99% YoY
- -₹40.5 LakhNet loss · -1612% margin
- -₹40.5 LakhEBITDA · -1612% margin
- ₹11.1 LakhPaid-up capital
- 1Employees (provident fund records)
- -82%Revenue CAGR, 3 years
- -39%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Kknt First Main Private Limited are on its company page.
Detailed financial statements for The Tifin Group
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Investments & Acquisitions by The Tifin Group
The Tifin Group has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include SharingAlpha, Totum Risk and myFinancialAnswers.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment insights are shared among fund investors and analysts. | sharingalpha.com | Ramat Gan, Israel | 2016 | Jul 2022 | •••• | |
Personal financial planning tools are provided via an online platform. | myfinancialanswers.com | 2014 | Mar 2021 | •••• | ||
Client risk profiling solutions for financial advisors | totumrisk.com | Los Angeles, United States | 2015 | Mar 2021 | •••• |
Complete acquisition details for The Tifin Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of The Tifin Group
8 dated milestones of The Tifin Group across 7 years, from founding to its latest funding, stage changes and deals.
- Founded The Tifin Group is founded.
- Funding First funding round of $2.0M.
- Acquisition Acquires Totum Risk.
- Acquisition Acquires myFinancialAnswers.
- Milestone Reaches Minicorn status.
- Milestone Reaches Soonicorn status.
- Acquisition Acquires SharingAlpha.
- Funding Latest funding round, Series D, of $3.0M.
Competitors of The Tifin Group
The Tifin Group has 3 listed competitors in our database, 2 of them funded. They include Ascensus, Learnvest and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of The Tifin Group
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of The Tifin Group
The website of The Tifin Group (tifin.com) receives about 16.6K visits a month.
- Monthly visits16.6K
▼ 8.2% vs previous month
Websites whose visitors overlap most with The Tifin Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| magnifi.com | 100% | 88K | #443,885 | View details | |
| mymagnifi.org | 76% | 680.7K | #339,936 | View details | |
| fintechfutures.com | 52% | 247.5K | #188,215 | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as The Tifin Group (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about The Tifin Group
Complete news archive for The Tifin Group
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about The Tifin Group
The Tifin Group was founded in 2018.
The Tifin Group is headquartered in New York, United States. It is registered at New York, New York, United States.
Vinay Nair is the CEO of The Tifin Group, as recorded in our data. They have also founded this company.
The Tifin Group is a funded company, having raised a total of $222.01M across 11 funding rounds to date. The company's 1st funding round was a Series A of $5.38M, raised on Jan 2018.
The primary company behind The Tifin Group, Kknt First Main Private Limited, reported revenue of ₹2.5 Lakh for FY 2024, down 99% year on year.
The Tifin Group was founded in 2018 and is headquartered in New York, United States. AI-driven financial planning and advisory services are delivered to individuals, with additional offerings for clients or asset managers focused on product distribution. Various capabilities are utilized to address operational frictions and support interactive experiences within the financial sector.
The Tifin Group has made 3 acquisitions, including SharingAlpha, Totum Risk, and myFinancialAnswers.
The Tifin Group has 7 investors. Key investors include Morningstar, sei, J P Morgan, Broadridge, and Hamilton Lane.
The valuation of The Tifin Group is $842M as of May 2022.
The Tifin Group operates through Kknt First Main Private Limited.
The legal entities of The Tifin Group currently have 4 directors, including Kinnari Amritlal Thakker, Rajesh Pravin Thakkar, Joby Chacko and others.