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
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
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
Not available
-
Investments & Acquisitions
SharingAlpha
& 2 more
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
People of The Tifin Group
Unlock access to complete
Unlock access to complete
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.
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.
|
Locked | Locked | Locked | |
|
Wealth and investment management solutions are offered to institutional investors.
|
Locked | Locked | Locked | |
|
Diversified investment management services are offered globally by the firm.
|
Locked | Locked | Locked |
Investor details for The Tifin Group
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
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.
Investment portfolio details for The Tifin Group
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Investment insights are shared among fund investors and analysts.
|
Locked | Locked | 2016 | Locked | |
|
Client risk profiling solutions for financial advisors
|
Locked | Locked | 2015 | Locked | |
|
Personal financial planning tools are provided via an online platform.
|
Locked | Locked | 2014 | Locked |
Complete acquisition details for The Tifin Group
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - The Tifin Group
Detailed financials for The Tifin Group
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
The Tifin Group Comparisons
Peer comparison for The Tifin Group
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
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.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Retirement, health, and college savings services are administered nationwide.
|
|
| Locked | Locked | Locked |
Personal finance management and investment advise
|
|
| Locked | Locked | Locked |
App-based financial planning and management platform for individuals
|
|
| Locked | Locked | Locked |
An app-based platform is provided for individual wealth management.
|
|
| Locked | Locked | Locked |
Financial planning and advisory platform
|
Detailed competitors of The Tifin Group
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on 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 current CEO of The Tifin Group. 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 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's top competitors include Ascensus, Farther and Earned Wealth.
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.