TIFIN Sage
Financial Services • 
Boulder, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 2440 Junction Pl, Suite 300, Boulder, Colorado 80301, US |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Portfolio Management, Artificial Intelligence, Ai Assistant |
| Founded | 2023 |
| Employees | 1-10 |
| Socials |
Key Contact at TIFIN Sage
Brooke Juniper
Chief Executive Officer
About TIFIN Sage
Sage is an AI-powered investment assistant that transforms the advisor-client experience by delivering personalized portfolio insights and applying expert advice across an advisor's entire book of business. Sage provides real-time, actionable insights that help you make faster, data-driven decisions for each client, and personalized client-ready commentary to elevate your client experience.
TIFIN Sage revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
TIFIN Sage has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
TIFIN Sage has never raised funding before.
TIFIN Sage Tech Stack
Discover the technologies and tools that power TIFIN Sage's digital infrastructure, from frameworks to analytics platforms.
WordPress plugins
Security
Form builders
JavaScript libraries
JavaScript libraries
JavaScript libraries
WordPress themes
Page builders
JavaScript graphics
CDN
JavaScript libraries
JavaScript libraries
United Kingdom
Canada
Frequently asked questions
4.8
40,000 users
