Jiffy.ai

Jiffy.ai was founded in 2018 by Babu Sivadasan along with Rajmohan Harindranath Payeli Ghosh Krishnan Subramanian and others and is headquartered in Milpitas California United States with its primary development center located in HSR Layout Bengaluru Karnataka India. Notable clients include Citizens Bank Axos Bank Wealthspire Advisors and Jordan Park. The platform integrates seamlessly with CRMs custodians and planning systems enabling financial institutions to improve advisor efficiency by 40 percent and accelerate organic and inorganic growth. Jiffy.ai has been recognized by Plug and Play Alberta and other accelerator programs for its AI-powered automation capabilities in the financial services sector.

The company is privately held and has raised a total of 71.4 million dollars across 3 funding rounds from investors including Nexus Venture Partners Eight Roads Ventures Rebright Partners and R-Squared Ventures. The platform leverages artificial intelligence and machine learning to automate complex business workflows across client onboarding account servicing advisor engagement and compliance operations. Jiffy.ai development center in Bengaluru serves as its global engineering and innovation hub employing AI engineers and product development teams.

Jiffy.ai employs approximately 158 professionals globally with a significant majority based in the Bengaluru development center. Jiffy.ai provides a no-code AI-powered intelligent automation platform designed for enterprise-grade process automation. The company has developed specialized solutions for the wealth management and banking sectors including the AI Advisor Companion Engagement AI suite Unified Onboarding Universal Desktop and Account Servicing applications. The company operates its platform on AWS cloud infrastructure with enterprise-grade security and compliance certifications.