TIFIN Helix
North America · Europe · APAC
TIFIN develops AI-powered financial technology that helps wealth managers, investment advisors and asset managers improve investment research, portfolio construction and client engagement. Through Helix, its private markets AI platform developed with Hamilton Lane, TIFIN enables advisors and investment teams to research alternative funds, automate due diligence and make data-driven allocation decisions.
Core product
TIFIN offers a portfolio of AI-powered wealth and investment solutions, including Helix for private markets intelligence, Sage for portfolio insights and AMP for distribution analytics. Helix combines private markets fund data, conversational AI, document analysis and asset allocation assistance to support fund evaluation and investment decision-making.
Use cases
Wealth advisors, family offices and investment teams use TIFIN Helix to discover private market funds, compare managers, analyze offering documents and generate due diligence reports. Its AI tools also support alternative investment portfolio construction, fund selection, advisor research and distribution intelligence.
Functional categories (vendor-stated)
Integrations
Workflow stages
Portfolio focus
Private Equity, Private Credit, Venture Capital, Real Estate
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