The Tifin Group

New York, United States Founded: 2018 • Age: 8 yrs
AI-enabled financial planning and advisory solutions are provided for individuals.
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About The Tifin Group

The Tifin Group is a company based in New York (United States) founded in 2018 by Vinay Nair.. 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 operates in a competitive market with competitors including Ascensus, Learnvest, Farther, Pocketnest and Capitalize, among others.

  • Headquarter New York, United States
  • Founders Vinay Nair
  • Stage Soonicorn
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $222.01 M (USD)

    in 11 rounds

  • Latest Funding Round
    $3 M (USD), Series D

    Sep 09, 2025

  • Investors
    Morningstar

    & 6 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
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People of The Tifin Group
Headcount 200-500
Employee Profiles 48
Board Members and Advisors 12
Employee Profiles
People
Vinay Nair
Founder, Chairman & CEO
People
Tom Van Horn
Chief Operating & Product Officer, Magnifi
People
Tanya Bhasin
Head Of Capital Partnerships And Corporate Communications
People
Andrew Dahlinghaus
COO

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Board Members and Advisors
people
Sharon French
Director
people
Matt Rhodes-Kropf
Director

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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
  • Total Rounds 11
  • Last Round Series D — $3.0M
  • First Round

    (16 Jan 2018)

  • Investors Count 7
Date Amount Transaction Name Valuation Lead Investors Investors
Sep, 2025 Amount Series D - The Tifin Group Valuation

investors

Jul, 2024 Amount Series D - The Tifin Group Valuation

investors

Feb, 2024 Amount Series D - The Tifin Group Valuation sei
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Private equity investments in financial services sector are facilitated.
Founded Year Domain Location
Wealth and investment management solutions are offered to institutional investors.
Founded Year Domain Location
Diversified investment management services are offered globally by the firm.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Investment insights are shared among fund investors and analysts.
2016
Client risk profiling solutions for financial advisors
2015
Personal financial planning tools are provided via an online platform.
2014
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - The Tifin Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

The Tifin Group Comparisons

Employees
+
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Competitors of The Tifin Group

The Tifin Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Ascensus, Learnvest, Farther, Pocketnest and Capitalize, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Retirement, health, and college savings services are administered nationwide.
domain founded_year HQ Location
Personal finance management and investment advise
domain founded_year HQ Location
App-based financial planning and management platform for individuals
domain founded_year HQ Location
An app-based platform is provided for individual wealth management.
domain founded_year HQ Location
Financial planning and advisory platform
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on The Tifin Group

Frequently Asked Questions about The Tifin Group

When was The Tifin Group founded?

The Tifin Group was founded in 2018.

Where is The Tifin Group located?

The Tifin Group is headquartered in New York, United States. It is registered at New York, New York, United States.

Who is the current CEO of The Tifin Group?

Vinay Nair is the current CEO of The Tifin Group. They have also founded this company.

Is The Tifin Group a funded 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 D of $10M, raised on Jan 16, 2018.

What does The Tifin Group do?

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.

Who are the top competitors of The Tifin Group?

The Tifin Group's top competitors include Ascensus, Farther and Earned Wealth.

How many acquisitions has The Tifin Group made?

The Tifin Group has made 3 acquisitions, including SharingAlpha, Totum Risk, and myFinancialAnswers.

Who are The Tifin Group's investors?

The Tifin Group has 7 investors. Key investors include Morningstar, sei, J P Morgan, Broadridge, and Hamilton Lane.

What is The Tifin Group's valuation?

The valuation of The Tifin Group is $842M as of May 2022.

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