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
Helix by HL Wins New Product Development Award at the 2024 Wealth Management Industry Awards
TIFIN, the leading AI for wealth platform, has announced the sale of its stake in Paralel Technologies to SLCT Holdings, an existing investor of Paralel. Paralel was initially founded under TIFIN in 2020 and has achieved significant milestones, reaching profitability and servicing more than $15 billion in assets across open-end fund, closed-end fund and ETF clients.
Thought Leadership
Community, Connection, & Innovation - Reflecting on TIFIN Ideas day
In this white paper, 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.
Press Release
TIFIN Announces Sale of Its Stake in Paralel Technologies
TIFIN, the leading AI for wealth platform, has announced the sale of its stake in Paralel Technologies to SLCT Holdings, an existing investor of Paralel. Paralel was initially founded under TIFIN in 2020 and has achieved significant milestones, reaching profitability and servicing more than $15 billion in assets across open-end fund, closed-end fund and ETF clients.
Strategic Partners Include
