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JIFFYAI
AI client engagement software for wealth management firms
About JIFFYAI
JIFFYAI develops AI-powered client engagement software for wealth management firms such as RIAs, broker-dealers, family offices, and banks and trusts. Its platform aggregates data from custodians, CRMs and other enterprise systems into a unified data warehouse that gives advisors and operations teams a single source of truth.
On this data layer it offers Unified Onboarding for digital account opening across custodians, Account Servicing for requests such as transfers and beneficiary or address changes, Universal Desktop as an advisor workstation, Advisor Transition for moving books of business, and AI Advisor Companion, an agentic assistant for meeting preparation, planning and insights. The applications run on its own no-code platform. Under the JIFFYAI CFO brand it also sells AI agents that automate accounts payable, order-to-cash, record-to-report and FP&A.
Customers are wealth management and financial services enterprises, including Cetera and OneDigital.
Source: Dealroom company dataAt a glance
- Founded
- 2019
- Headquarters
- Milpitas, United States
- Sector
- AI
- Outcome tier
- Colt$25–100M revenue
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JIFFYAI in the Milpitas ecosystem
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A11 investors entered at this stage
Nexus Venture Partners
Rebright Partners
Jim Brady
Tony Thomas- CGCharles Goldman
- BWBob Ward
Richard Galanti
Eight Roads Ventures
Iron Pillar- RCReaction Capital
R-Squared
Series B and later4 investors entered at this stage
- Eight Roads Ventures
- RCReaction Capital
- R-R-Squared
- IPIron Pillar
Source: Dealroom Talent Intelligence.
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