Magnifi LLC

Magnifi LLC, established in 2018, is an SEC-registered investment adviser offering online advisory services through a proprietary AI-powered platform. The firm, owned by TIFIN Group LLC, provides personalized investment recommendations based on natural language searches, risk tolerance, and financial goals. Clients can access the platform for a $14 monthly subscription fee or annual fee after a free trial. Magnifi does not have discretion over client investments and encourages clients to conduct their own analysis. The firm manages $2,185,992 in non-discretionary assets. Fees are competitive and negotiable, with subscription fees paid directly by clients. Magnifi does not charge performance-based fees or engage in side-by-side management. Clients include individual investors and other advisers, with no minimum account size required. The firm's investment strategies utilize AI algorithms for thematic investments in ETFs, stocks, and mutual funds. Magnifi discloses potential risks associated with investing, including technology risks and market volatility. The firm does not have custody of client assets and does not vote on client securities. Magnifi has no financial conditions impairing its ability to meet commitments and has not faced bankruptcy in the last ten years.