TIFIN Wealth
Financial Services • 
Boulder, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 2440 Junction Place, Suite 300, Boulder, CO 80301, US |
| Websites | |
| NAICS | 52 |
| Keywords | Risk Management, Financial Planning, Fintech, Personalization, Investment Proposals |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at TIFIN Wealth
Jacqueline Test
Director of Enterprise Success
About TIFIN Wealth
TIFIN Wealth is a cutting edge proposal generation platform that enhances financial advisory services by delivering personalized investment solutions. It helps advisors optimize portfolio recommendations, improve client engagement, and align investments with individual risk tolerance and financial goals.
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TIFIN Wealth revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Director
Funding Data
TIFIN Wealth has never raised funding before.
Canada
United Kingdom
Korea, Republic of
SpainFrequently asked questions
TIFIN Wealth is located in Boulder, Colorado, US.
TIFIN Wealth was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.
TIFIN Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
