Our mission

Better wealth outcomes for more Australians.

Today, that means an engagement and retention layer between adviser and client: a single pane of glass where clients see their wealth and advisers see their whole book. Tomorrow, more capability and more purpose, added when it's ready and not before. Advice grows; the adviser stays the adviser.

Part of TIFIN.AI

Proven technology. Australian hands.

TIFIN.AI Australia is an Australian joint venture holding the exclusive Australian licence to TIFIN.AI, an agentic wealth platform already in commercial production in the US, whose consumer platform counts 100,000+ registered investors and $2B+ in linked assets. TIFIN was founded in 2018 by Dr Vinay Nair, a former Wharton finance professor whose earlier venture, 55ip, was acquired by J.P. Morgan, and is headquartered in Boulder, Colorado.

We leverage their proven technology; we build for Australian advice, inside the licensed-entity framework, with Australian leadership and Australian accountability.

Visit tifin.com →

TIFIN.AI is backed by

J.P. MorganMorningstarFranklin TempletonSEIHamilton LaneBroadridgeMotive Partners

Investors in TIFIN.AI (US). Logos shown as text lockups pending brand-use sign-off.

The team

Led from Australia, built for Australian advice

Senior multi-sided platform experience (PEXA) combined with deep incumbent advice-technology background (Iress) and frontline financial-planning expertise.

Marcus Price

Executive Chairman

Founding CEO of PEXA, taking it to national multi-sided platform scale. Former MD & CEO of Iress; earlier senior roles at NAB, BCG, Equifax and Illion.

Justin Schmitt

Chief Executive Officer

COO of Iress 2023–2026 across wealth, trading and data, central to its AI and innovation push. Two decades in legal, governance and transformation roles at PEXA, NAB, Westpac and Certane.

Jeff Gibson

Chief Product Officer

7 years as a Commonwealth Private Wealth Manager. Led Iress GenAI pilots, then product, data and BI leadership culminating as Chief Data Officer.

Trevor Nelson

Chief Technology Officer

30+ years delivering large technology programmes across banking, government and infrastructure, including CTO of PEXA's e-conveyancing platform. Earlier: ANZ; Arthur Andersen (which became Accenture) for 6 years and then 9 years with SMS Consulting.

Benjamin Lee

Head of Product & Experience

20+ years leading end-to-end digital product and experience transformation across regulated, consumer-facing industries: energy (AGL), financial services (Vanguard, NAB, GE Capital) and SaaS fintech (Iress).

Naomi Rocha

General Manager, Administration

20 plus years supporting C-suite leaders in financial services and fintech. Eight years at PEXA through the high-growth scale-up phase. GM Office of CEO at Certane. Senior executive at Iress since 2022.

Build it with us.

We're partnering with a small number of founding firms to shape the portal around real Australian practices.

Become a founding firm