# jiffy.ai: Information technology & services, Palo Alto, United States

> jiffy.ai: JIFFY.ai is an AI-powered, no-code enterprise automation platform founded in 2018, specializing in intelligent automation solutions for financial...

Source: https://millionrounds.com/startup/jiffy-ai (Millionrounds; every figure on the page links to its filing or article)

United States · [Information technology & services startup](https://millionrounds.com/companies)

# 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 reported Last round: Series B

Information technology & services Palo Alto, United States

Company summary

- **Founded:** 2018 8 years old
- **Team:** 180 51 to 200 people
- **Funding reported:** $71M in dollars
- **Last round:** Series B Mar 2022

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for jiffy.ai has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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 **$71M** in dollars

Rounds **3**

Last round **Series B**

Last round size **$53M**

Last round date **Mar 2022**

Investors listed **13**

## Founders and team

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

- **Channing Olson** Chief Operating Officer
- **Jon Hendry** EVP and Chief Technology Officer
- **Brent Gaddis** Head of Strategic Operations

Advisers *Productivity Boost*

## On 3 portfolio pages

Investors who name them

- [Iron Pillar](https://millionrounds.com/fund/devavrat-jatia)
- [iC-More Ventures](https://millionrounds.com/fund/ic-more-ventures)
- [Hourglass Capital LLC](https://millionrounds.com/fund/hourglass-capital-llc)

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 solutions enterprise workflow client servicing enterprise ai adoption risk compliance sentiment analysis tools investor onboarding automated compliance checks customer engagement ai for media planning robotic process automation ai for campaign management embedded ai capabilities digital enterprise computer & network security ai bots

Built with from their website

HubSpot Sales Hub Amazon SES Google Tag Manager Amazon CloudFront WordPress.org Atlassian Font Awesome Apache Google Workspace CloudFlare

+8 more

Viewport Meta Amazon Simple Email Service Hubspot Amazon S3 MongoDB Atlas AI Google Meet Google 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](https://millionrounds.com/directory/jiffy-ai)

## Information technology & services in United States

Startups like it

- [**Databricks** San Francisco · founded 2013 *Raised*](https://millionrounds.com/company/databricks)
- [**Waymo** Mountain View · founded 2009 *Raised*](https://millionrounds.com/company/waymo)
- [**Crusoe** Denver · founded 2018 *Raised*](https://millionrounds.com/company/crusoe)
- [**Cursor** San Francisco · founded 2017 *Raised*](https://millionrounds.com/company/cursor)
- [**Thinking Machines Lab** San Francisco *Raised*](https://millionrounds.com/company/thinking-machines-lab)
- [**Cognition** San Francisco *Raised*](https://millionrounds.com/company/cognition)
- [**Polymarket** New York · founded 2020 *Raised*](https://millionrounds.com/company/polymarket)
- [**Harvey** San Francisco · founded 2022 *Raised*](https://millionrounds.com/company/harvey)

## Is this your company?

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