AI For Wealth
TIFIN creates companies to improve wealth outcomes
“Powerful forces are transforming asset and wealth management, increasing the demand for personalization and intelligence. TIFIN, with its ecosystem of capabilities and partners, is uniquely positioned to help the industry for this future by serving the individual at all times.”
– Dr. Vinay Nair, Founder & CEO, TIFIN
Learn About Our Holdings
Whether you are a direct investor seeking advice, an advisor looking for better solutions for your clients or an asset manager seeking to distribute your product, TIFIN’s platforms offer a wide range of capabilities to remove frictions and create engaging experiences.
Driven by an ecosystem of leaders in technology and finance, guided by a values-based culture of purpose.
Latest News & Insights
Press Release
TIFIN Give Launches Novel Philanthropy Feature Enabling Donors to Mobilize Communities Through Donor-Advised Funds
The first-of-its-kind feature enables donors to create public campaigns and drive community engagement from a unified platform.
Published Articles, Thought Leadership
From Data to Decisions: AI’s Role in Portfolio Management
In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, talks with Brooke Juniper, CEO of Sage, about the evolving role of AI in the wealth advisory industry. Brooke shares insights on how AI has been part of portfolio management for over 20 years, starting with quantitative equity strategies and sentiment analysis from company earnings. With the advent of generative AI, Brooke explains how AI has unlocked new possibilities, allowing for more data processing, portfolio personalization, and qualitative research.
Published Articles
Think Advisor: How AI Will Transform Advisors' Investment Management Workflow
TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need to consider when examining the impact of new AI technologies. Rob delves into some critical considerations for successfully evaluating and integrating AI technology into an advisory firm.
Strategic Partners Include
