Total Funding
81
74
Total FundingSeries B raised
Growth Score
5 pts
Heat Score
7 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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JIFFY.ai helps wealth firms boost productivity, enhance client engagement, and streamline onboarding, servicing & data management with AI.
- Suresh Ganapathy: Chief Solutions Officer
- Tim Highland: Group President, Wealth
About the Company
JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements. Our AI Companion elevates advisor and investor experiences across planning, meetings, onboarding, servicing, and ongoing operations by unlocking insights from a unified Data Warehouse. Our AI-powered solutions—Unified
Onboarding, Universal Desktop, Account Servicing, and Advisor Transition—boost productivity and accelerate organic and inorganic growth. Built on a proprietary no-code platform, JIFFY.ai enables seamless data management, actionable insights, and advanced analytics at scale.
