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
Concurrent Partners with TIFIN @Work to Elevate Workplace Financial Solutions
TIFIN @Work has partnered with Concurrent to combine AI-driven insights with expert advisory services, delivering personalized and impactful workplace financial solutions. This collaboration aims to improve financial outcomes for employees, employers, and advisors, offering tailored strategies that optimize financial planning and engagement.
Published Articles
AI In Wealth Management: Navigating Practical Impact And Future Growth
Wealth Solutions Report presents AI in Wealth Management: Navigating Practical Impact and Future Growth. In this must-read feature, TIFIN President & CRO Rob Pettman dives into the transformative power of AI, shares bold predictions for 2025, and reveals how AI is empowering advisors to drive better wealth outcomes. He also reflects on his decision to join TIFIN and lead innovation in this rapidly evolving space.
Published Articles
Wealth Firms Cozying to AI as Time Saved on Tasks Spurs Growth
Artificial intelligence is rapidly reshaping wealth management by simplifying workflows, enhancing portfolio construction, and accelerating client growth. As highlighted by Financial Advisor IQ, TIFIN's Chief Revenue Officer, Rob Pettman, emphasizes AI’s transformative impact: enabling advisors to save time on administrative tasks, uncover growth opportunities, and deliver better outcomes for clients. Firms like AssetMark are leveraging TIFIN Sage to streamline processes and provide tailored insights that deepen client relationships and drive growth.
Strategic Partners Include
