What departments does Totum by TIFIN have?

Totum by TIFIN has employees across 1 departments including Business Development.

What is the largest department at Totum by TIFIN?

The largest department at Totum by TIFIN is Business Development with 1 employees.

Where are Totum by TIFIN employees located globally?

Totum by TIFIN has employees across 1 continents and 1 countries including United States Of America.

Totum by TIFIN Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Totum by TIFIN provides a platform for financial advisors to assess client risk tolerance in a structured, life-situation-based way. The core tool is a mobile-friendly, 12-question questionnaire that relies on factual inputs rather than feelings, examining risk preferences, risk capacity, and portfolio risk. The platform enables customizable engagement with clients and delivers reports, including an investment policy statement, with emphasis on compliance through time-stamped, archived questionnaires and FINRA-reviewed reports aligned with SEC Best Interest Rule. Its methodology is patent-pending, academic, and agile, designed to be updated as data resources evolve.

Totum is based in Alpharetta, Georgia, and operates in the financial services sector serving financial professionals and their clients. Since its 2021 acquisition by the TIFIN Group, Totum has pursued partnerships and integrations with industry players, including a collaboration with Infinex Financial Group announced in 2021.

Totum by TIFIN Global Highlights

North America
2

United States Of America
2

Totum by TIFIN's Leadership

L. S.
Chief Innovation Officer
Mobile Phone
Email
G. W.
VP Business Development
Mobile Phone
Email

Contact profiles from Totum by TIFIN

Name

Title

Contact

Location

Last Update

L. S.
Chief Innovation Officer
Mobile Phone
Email
United StatesGeorgia
May 23, 2026
G. W.
VP Business Development
Mobile Phone
Email
United StatesGeorgia
Mar 05, 2024

Frequently Asked Questions

What is Totum by TIFIN known for?

Totum by TIFIN was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-310-765-****

. Explore Totum by TIFIN's company overview page for more information.

What is Totum by TIFIN's most common email format?

Totum by TIFIN employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Totum by TIFIN email formats with LeadIQ.

How many employees does Totum by TIFIN have currently?

Totum by TIFIN has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Totum by TIFIN's key employees and leadership?

As of July 2026, Totum by TIFIN's key employees include:

Chief Innovation Officer: L. S.
VP Business Development: G. W.

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Totum by TIFIN Employee Directory

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