Deals Of The Day: The Latest In Wealth Management M&A – FactSet, TIFIN.AI

Editorial Staff

2 July 2026

FactSet, TIFIN.AI
, an AI platform for wealth, asset management, and insurance industries. FactSet has also made a strategic investment in TIFIN.AI. The specific financial size of the stake was not disclosed.

The pact will speed up delivery of next-generation AI-powered workflows for wealth management firms.

A new suite of features includes a mix of FactSet’s institutional-grade market data, analytics, and wealth management capabilities paired with TIFIN.AI’s purpose-built agentic workflow technology; seamless workflow integration; secure enterprise-ready architecture, and auditable AI.

TIFIN’s companies have included 55ip (sold to JP Morgan), Paralel, Magnifi, TIFIN Wealth, TIFIN Give, TIFIN AG, TIFIN AMP, Sage, Helix, and TIFIN @Work. TIFIN has been backed by JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, SEI, Motive Partners, and Broadridge among others. FactSet is a software and data platform used by financial professionals, such as investment bankers and wealth managers. Both companies operate in a number of countries.