Paanini
jiffy.aiLocations
Palo Alto, CA, USA · Bengaluru, Karnataka, India · Milpitas, CA, USA · Sunnyvale, CA, USA · Kazhakkoottam, Kerala, India
industry
Artificial Intelligence (AI) · Fintech · Machine Learning · Software · Software Development · Wealth Management
Size
51 - 200 employees
Stage
Series B
founded in
2019
About
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.
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