JIFFY.ai
Unify Data. Unlock Insights. Uplift Experiences.
Palo Alto, United States · Founded 2018 · $71.0M raised
- Headquarters
- Palo Alto, California
- Employees
- 51–200
- Founded
- 2018
- Business Model
- B2B
- Total Funding
- $71.0M
- Last Round
- $53.0M Series BMar 2022
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
About
JIFFY.ai is an AI-powered Engagement AI platform purpose-built for wealth management firms, empowering RIAs, broker-dealers, banks, trusts, and family offices to drive growth, operational excellence, and hyper-personalized client engagement. Founded in 2018 and headquartered in Palo Alto, California, the company offers a suite of solutions including Unified Onboarding, Universal Advisor Desktop, Account Servicing, AI Advisor Companion, and a unified Data Warehouse that aggregates and normalizes data from custodians, CRMs, and core platforms into a single source of truth. JIFFY.ai's no-code platform enables firms to configure workflows, AI behaviors, and integrations without engineering resources, deploying in under 8 weeks.
Summary
JIFFY.ai is an Artificial Intelligence company based in Palo Alto, United States, founded in 2018. It has raised $71.0M in total across 2 rounds, most recently a $53.0M Series B round in Mar 2022. Investors include Nexus Venture Partners, Eight Roads Ventures and Rebright Partners.
Tech & App Stack
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Funding History
Mar 2022
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Funding: Series A through Series B. Amounts, valuations, and investors where available.
Investors
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