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Company

TIFIN @Work

Rocket Ship RatingBased on the data VC Catalog holds.

Rocket Ship Rating: 86 out of 100

the leading AI-powered platform unifying retirement, workplace benefits, and wealth

Also known as The TIFIN Group LLC

  • Wealth & investing
  • AI native
Status
Operatingas of 2026-09-20
Business model
B2B2C
Customers
large enterprise clients
Legal name
The TIFIN Group LLC
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Record updated 28 September 2026

About

TIFIN @Work bridges the gap between workplace and wealth management, empowering employees to optimize their workplace benefits within the context of their financial goals. The AI-driven platform connects employees with actionable insights while enabling wealth enterprises to convert participants into long-term clients.

Funding snapshot

Total raised
$11.4MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
Latest round
Round, $6M2022-11-15

Funding rounds

Round, 2022
$6M2022-11-15, SEC form D sold, 17 investors
Round, 2018
$5.4M2018-12-28, SEC form D sold, 14 investors
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