United States · Information technology & services startup

jiffy.ai

JIFFY.ai is an AI-powered, no-code enterprise automation platform founded in 2018, specializing in intelligent automation solutions for financial services, particularly wealth mana

Funding reportedLast round: Series B

Information technology & servicesPalo Alto, United States

About jiffy.ai

JIFFY.ai is an AI-powered, no-code enterprise automation platform founded in 2018, specializing in intelligent automation solutions for financial services, particularly wealth mana

gement firms and Fortune 500 companies. Headquartered in Milpitas, California, with a development office in Bangalore, India, JIFFY.ai operates as a private B2B SaaS company and has raised $71.4 million in funding. The company's core offering is the HyperApp platform, which integrates Robotic Process Automation (RPA), Intelligent Document Processing (IDP), and Generative AI into a single low-code/no-code system. This platform allows enterprises to automate complex workflows efficiently, enhancing existing IT infrastructure. Key products include solutions for client onboarding, account servicing, and advisor transitions, along with an AI Companion that improves advisor and investor experiences. JIFFY.ai targets wealth management firms and serves various sectors, including banking, media, telecom, travel, and retail, enabling business users to implement automation quickly and effectively.

What company datasets say jiffy.ai raised

Funding, as reported

Reported in all$71Min dollars
Rounds3
Last roundSeries B
Last round size$53M
Last round dateMar 2022
Investors listed13

Founders and team

From jiffy.ai's own website: 3 on the team.

  • Channing OlsonChief Operating Officer
  • Jon HendryEVP and Chief Technology Officer
  • Brent GaddisHead of Strategic Operations

AdvisersProductivity Boost

On 3 portfolio pages

Investors who name them

Each firm lists jiffy.ai on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

The company, in detail

What they build

Known for

scalable enterprise solutionsenterprise workflowclient servicingenterprise ai adoptionrisk compliancesentiment analysis toolsinvestor onboardingautomated compliance checkscustomer engagementai for media planningrobotic process automationai for campaign managementembedded ai capabilitiesdigital enterprisecomputer & network securityai bots

Built with from their website

HubSpot Sales HubAmazon SESGoogle Tag ManagerAmazon CloudFrontWordPress.orgAtlassianFont AwesomeApacheGoogle WorkspaceCloudFlare

+8 more

Viewport MetaAmazon Simple Email ServiceHubspotAmazon S3MongoDB AtlasAIGoogle MeetGoogle Font API

Sector
Information technology & services
Industry code
NAICS 54151, 513210, SIC 7375, 7372
Region
California
Revenue
$73M a year, as listed
Full record
Every detail in the company directory

Information technology & services in United States

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