JIFFY.ai Email Format
Software DevelopmentCalifornia, United States51-200 Employees
JIFFY.ai is a software development company based in Palo Alto, California, that focuses on the wealth management market. Its AI-enabled offerings are designed to help wealth management firms grow, run operations efficiently, and deliver more personalized client engagements. The platform centers on a unified data warehouse to unlock insights and is built on a proprietary no-code foundation that supports scalable data management and analytics. The company serves advisory firms, broker-dealers, family offices, and other financial institutions seeking to improve planning, onboarding, servicing, and meetings while enhancing advisor and investor experiences. In March 2026, JIFFY.ai introduced its AI Advisor Companion at the T3 Technology Conference, marking a concrete product development.