Totum is a B2B fintech platform that offers financial advisors advanced tools to assess a client's risk tolerance, risk capacity, and personality. By combining analytics with behavioral science, the platform aims to help advisors build more personalized and suitable investment portfolios, deepen client relationships, and ensure regulatory alignment. Totum is part of TIFIN, an AI-powered fintech platform that uses artificial intelligence and investment-driven intelligence to create and operate various companies that shape the future of investor experiences.

Founded in

United States