Magnifi by TIFIN is a Finalist for Best Investment Research Tech at the Benzinga Global Fintech Awards

TIFIN is proud to announce Magnifi has been announced as a finalist for the 2022 Benzinga Global Fintech Awards for “Best Investment Research Tech” (source)

Magnifi’s award-winning investment marketplace leverages artificial intelligence and machine learning to power cutting-edge natural language investment search as well as the new Magnifi Personal investing assistant

The Magnifi investment search engine enables users to quickly find and evaluate relevant stocks and funds based on over 150,000 search terms including performance, keyword relevancy, industry-leading analyst data, proprietary thematic scoring, and more — using common natural language. The Magnifi Personal investment assistant leverages conversational AI to respond to on-demand inquiries and inputs related to market changes, daily and historical performance for 15,000+ investments, personalized portfolio management, and a glossary of over 6,000 financial terms and strategies.

“We are honored to have Magnifi selected as a finalist for the Benzinga Fintech awards,” said Jon Klaff, General Manager of Magnifi, “and continue to be excited about how our customers can make more informed, confident investment decisions with the easy-to-access, high-impact intelligence Magnifi puts in their hands.”

Magnifi by TIFIN was nominated to the category along with 16 other technology providers (source). Magnifi is available at Magnifi.com, the iOS App Store, and Google Play store.

Criteria and background information:

From Benzinga
“The Benzinga Global Fintech Awards Finalists are made up of the highest-ranking nominees per Benzinga judges reviews and scores. The Benzinga Global Fintech Awards Finalists make up a shortlist of the most innovative, game-changing industry leaders, making capital markets easier to consume for all people. Finalists are crowned across all categories. Benzinga curates a list of the top 150 companies across the competition to highlight on our website post-event. The number of Finalists in a given category depends on both the judge’s scores and the number of submissions we receive for that category.”

For more information about the nomination and selection process visit https://www.benzinga.com/events/fintech-awards/#faq 

Advisory Council: https://www.benzinga.com/events/fintech-awards/advisory-council/ 

Judges & Speakers: https://www.benzinga.com/events/fintech-awards/#speakers 

The 2022 Benzinga Global Fintech Awards will take place on December 8, 2022.

Looking to work with the TIFIN team? Reach out to us at [email protected]


TIFIN’s Wealth division announces the industry’s first AI platform for client personalization

The launch brings together several wealth capabilities and real-time business intelligence to advance personalization-led growth for wealth enterprises and financial advisors.

 

BOULDER & NEW YORK, November 1st, 2022 — TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science and machine learning, has launched a first of its kind platform for client personalization. The platform to facilitate modern personalization will be offered by its TIFIN Wealth division to financial intermediaries in the world of wealth. The announcement marks a significant step in providing access to the type of AI-powered personalization typically seen in major consumer/e-commerce platforms to financial advisory firms of all sizes. 

In response to the growing demands of today’s wired investors and their heightened expectation for frictionless, personalized experiences, advisors and their enterprises are searching for personalization at scale that is outcome oriented. TIFIN Wealth integrates over a dozen market-proven capabilities focused on personalizing client engagement, and providing actionable recommendations to advisory firms fueled by real-time business intelligence. The platform answers key questions for wealth managers such as: “Who among my clients or prospects should I focus on?” and “How should I personalize?” 

Advisors using TIFIN Wealth can build their client’s holistic personas enriched with assessments and data from behaviors, holdings, vendors and CRM. Investment algorithms provide actionable recommendations across various wealth journeys. The platform also facilitates execution and ongoing client engagement. This complete arc enables better matching of clients with investment solutions to drive conversion, retention, and ultimately growth.

Designed with modularity, TIFIN Wealth can be customized for the individual needs of an advisory firm. These capabilities are also available in a suite of APIs that can plug into the existing wealthtech stacks or as practice management capabilities for wealth and asset management firms.

“We are delighted to bring TIFIN Wealth to the market,” said Niharika Shah, Chief Growth Officer, TIFIN Wealth. “The wealth management industry can now harness the power of personalization and real-time intelligence to drive growth similar to consumer-oriented platforms. We believe this platform is a huge step in advancing the industry’s heightened focus on client-centricity in a modern way.”

“Modern personalization is a proven approach to engage users and drive growth outcomes. We know this from e-commerce platforms. TIFIN Wealth is now bringing this to the world of wealth management.” said Dr. Vinay Nair, Founder & CEO of TIFIN “We invite firms to partner with us and leverage our expertise in wealth, investments and AI for better client outcomes.”

 

About TIFIN

TIFIN is an AI-powered fintech that leverages data science, investment intelligence, and technology to deliver engaging and personalized investor experiences. By connecting individuals to advice and investments, TIFIN bridges the gap between investors, their trusted intermediaries, and asset managers.

Founded in 2018 by Dr. Vinay Nair, a former Wharton Professor and successful entrepreneur, TIFIN was created to help make investing a powerful driver of financial well-being by eliminating frictions investors face.

TIFIN manages Magnifi, an intelligent search-powered marketplace for investments; TIFIN Wealth, a platform for advisors, wealth managers, and other intermediaries to deliver better individual outcomes; Magnifi Communities, a digital platform of specialized investors; all powered through a central digital distribution and insights engine using TIFIN’s data platform.

 

For media inquiries, please contact:

Zito Partners

Deborah Kostroun

[email protected] 

201-403-8185

 

 

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All content is for informational purposes only.

Looking to work with the TIFIN team? Reach out to us at [email protected]


Magnifi Survey Finds More Than Half of Americans Not on Track to Achieve Financial Goals This Year

Magnifi shares five year-end tips to help Americans make the most of their investments

BOULDER, Colo. and NEW YORK, Oct. 31, 2022 – In a recent survey conducted by Magnifi, 58 percent of Americans are either not on track or don’t know if they are on track to achieve their financial goals in 2022. To help people get closer to reaching their goals, Magnifi, the investing marketplace from TIFIN, is offering year-end investing tips.

 

The experts at Magnifi suggest investors consider the following before the end of the year: 

  1. Don’t be afraid to get started. “With Magnifi, you can pick a few, broad-based, low-fee exchange-traded funds (ETFs)1 to start your portfolio and then continue adding to it before the end of the year and learn from it. Plus, we have self-guided AI tools to help investors at every level get smarter and more confident with their investment decisions,” said Jon Klaff, General Manager at Magnifi. According to the recent Magnifi survey, the main reasons people don’t invest are lack of knowledge/confidence (47 percent) or they don’t know where to begin (27 percent). The important thing is to start as soon as possible.
  2. Stay diversified.2 2022 was a volatile year in the markets, and portfolios might not be as diversified across asset classes as otherwise thought. For example, one in 10 people surveyed believe that investors cannot buy bonds online. With the power of ETFs and mutual funds, investors today can invest not only in bonds, both domestic and foreign, but also everything from gold to chocolate. Now is a very powerful time to be an independent investor, but investors don’t need to get fancy to be financially responsible — a few diversified investments is all it takes.
  3. Consider tax-loss harvesting.3 Two in five survey respondents cited fear of losing money as the main reason they do not invest in the market. With the S&P 5004 down over 20 percent in 2022, it is likely that many investors lost some ground this year. Those who are considering tax loss harvesting for their 2022 tax return need to ensure they do it by the end of the year, or risk missing out on offsetting taxable income by up to $3,000.
  4. Develop a personalized investing plan.  Staying objective about investments can be difficult, especially when there are viral social media recommendations and posts boasting portfolio failures. Emotions can tempt investors to make rash decisions. By developing a strategic, long-term investing plan, investors are more likely to stay in the market and be successful.  “The key is to stay committed and not panic during moments of volatility. No matter how much money you have, be in the market in a responsible way — this isn’t the place to try to ‘get rich quick’,” said Klaff. “Our survey showed that half of Americans think you need more than $500 to start investing, but that’s just not true. There are good, personalized strategies investors can follow with any dollar amounts you feel confident with.” 
  5. Revisit retirement plans. The Magnifi survey found that 54 percent of respondents are nervous that their current financial situation will not allow them to retire by the age of 65. To combat that fear, consider contributing the maximum amount to reach the taxable limit for contributions to 401(k)s or Roth, SEP, and traditional IRAs. Additionally, people might want more investments to lean on than just tax-deferred accounts when they retire — having a diverse mix of investments including stocks and bonds will give people more flexibility when they’re ready to retire.

 

“Knowing that more than half of Americans don’t feel confident in their long-term financial outlook, now is the time more than ever to start thinking about your roadmap to investing,” said Klaff. “Our survey found that 72 percent of respondents are planning to invest next year, which is encouraging news. And of those respondents, half plan to invest independently. Magnifi doesn’t just give people access to independently invest, it gives them the knowledge to make informed, confident decisions that will enable them to become a more empowered investor.”

To see more findings from the Magnifi year-end survey, visit invest.magnifi.com/investing2022. For more information about Magnifi and the company’s new premium subscription Magnifi Personal, visit magnifi.com/personal

 

About TIFIN

TIFIN is an AI-powered fintech that leverages data science, investment intelligence, and technology to deliver engaging and personalized investor experiences. By connecting individuals to advice and investments, TIFIN bridges the gap between investors, their trusted intermediaries, and asset managers.

Founded in 2018 by Dr. Vinay Nair, a former Wharton Professor and successful entrepreneur, TIFIN was created to help make investing a powerful driver of financial well-being by eliminating frictions investors face.

TIFIN manages Magnifi, an intelligent search-powered marketplace for investments; TIFIN Wealth, a platform for advisors, wealth managers, and other intermediaries to deliver better individual outcomesMagnifi Communities, a digital platform of specialized investors; all powered through Distill, a central digital distribution and insights engine using TIFIN’s data platform.

 

Methodology

This opt-in survey was commissioned by Magnifi the week of October 17, 2022, among 1,000 American adults aged 18 and older, and conducted online by Dynata. Respondents of the survey were selected from those who volunteered to participate in online surveys. One thousand complete surveys were collected using the sample framework based on U.S. Census data for age, ethnicity, gender, region, and income.

 

Media Contact

Samantha Bartlett

330-635-9701

[email protected] 

 

Disclosures:

  1. Mutual Funds and Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
  2. Diversification does not guarantee a profit or protect against a loss in a declining market.  It is a method used to help manage investment risk.
  3. Magnifi does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
  4. Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices does not account for any fees, commissions or other expenses that would be incurred.  Returns do not include reinvested dividends.

The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general.  It is a market value-weighted index with each stock’s weight in the index proportionate to its market value.

Looking to work with the TIFIN team? Reach out to us at [email protected]


TIFIN announces premium Magnifi “Personal” subscription plan to empower more intelligent DIY investing

Magnifi’s 175,000+ customers now have the option to upgrade their subscriptions to a $14/month premium plan that includes an always-on AI-powered investing assistant, guided portfolio building, personalized market news, and on-demand analytics.

 

BOULDER & NEW YORK, October 13th, 2022 — TIFIN, the fintech platform known for Magnifi, it’s award-winning investment marketplace, today announced the launch of their new premium subscription Magnifi Personal, their conversational AI investing assistant available to investors as a subscription service.

The new offering is aimed at helping investors build, monitor, and grow portfolios tailored to their personal interests and investment goals. With Magnifi Personal, investors can immediately have their most pressing investment questions answered, receive real-time market analysis and get help creating a balanced portfolio.  Magnifi’s commission-free brokerage services are seamlessly integrated in Magnifi Personal making it easy for investors to go from insights to action.

Magnifi investors can upgrade to a Magnifi Personal plan for $14 per month and begin leveraging several new powerful capabilities — capabilities that up to now, have largely been inaccessible to self-directed investors, including the ability to do long-term retirement planning. In addition, Magnifi Personal now has voice recognition where subscribers can communicate with their personal assistant without typing.   

Investors can ask their assistant things like, “help me plan my retirement” or “how can I invest in the current market conditions?” Each time an investor logs on to their assistant they are prompted with insights about the market, changes in their account, and areas they can explore to optimize their portfolio.

“After a successful soft launch where approximately 6,000 users began using the assistant, I’m incredibly excited for us to open up Magnifi Personal to a larger audience,” said Jon Klaff, General Manager of Magnifi. “Magnifi Personal is aimed for all types of self-directed investors, from more advanced users seeking validation in their investment strategy to the more novice investors who are fearful they do not have the skills, time, money or understanding of the markets to own their investment outcomes. For the first time in our industry, we’re leveling the playing field and giving everyone an opportunity to maximize returns and mitigate their risks.”

The launch of Magnifi Personal comes just weeks after Magnifi was awarded top honors for “Excellence in Artificial Intelligence” at the 2022 Wealthies Awards1, and launches alongside several other significant advancements at TIFIN to be announced later this year.

Magnifi Personal is a critical next step for the independent investing community,” said TIFIN Co-founder and CEO, Vinay Nair, “and a major unlock for advancing our mission of simplifying investing so that it can be a more significant driver of financial freedom for all.”

 

About TIFIN

TIFIN is an AI-powered fintech that leverages data science, investment intelligence, and technology to deliver engaging and personalized investor experiences. By connecting individuals to advice and investments, TIFIN bridges the gap between investors, their trusted intermediaries, and asset managers.

Founded in 2018 by Dr. Vinay Nair, a former Wharton Professor and successful entrepreneur, TIFIN was created to help make investing a powerful driver of financial well-being by eliminating frictions investors face.

TIFIN manages Magnifi, an intelligent search-powered marketplace for investments; TIFIN Wealth, a platform for advisors, wealth managers, and other intermediaries to deliver better individual outcomes; Magnifi Communities, a digital platform of specialized investors; all powered through Distill, a central digital distribution and insights engine using TIFIN’s data platform.

 

For Media inquiries, please contact:

Zito Partners

Deborah Kostroun

[email protected]

201-403-8185

 

 

1The Wealthies AI Award is for a new initiative, product, program, platform or enhancement to an existing platform/product designed to integrate aspects of Artificial Intelligence into an advisor’s operations, investment process, financial planning services, as well as other aspects of a financial advisory business. Initiatives can include areas such as machine learning, Robotic Process Automation (RPA), natural language processing, neural networks, etc.Criteria include both quantitative measures — such as specific feature set, usage, adoption, scope, scale, advisor survey scores, etc. — along with qualitative measures such as innovation, creativity, new methods of deployment, etc.

Advisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All content is for informational purposes only.

Looking to work with the TIFIN team? Reach out to us at [email protected]


Magnifi by TIFIN has won the 2022 WealthManagement.com 2022 Industry award for “Excellence in Artificial Intelligence" among Technology Providers

TIFIN is proud to announce Magnifi by TIFIN has won the 2022 WealthManagement.com 2022 Industry award for “Excellence in Artificial Intelligence” among Technology Providers (Source)

Previously, TIFIN was named a finalist 7 times from nearly 1,000 submissions. Only 225 companies were selected as finalists, and TIFIN was the 2nd most awarded company in the industry (Source)

 

 

TIFIN’s 2022 nominations: 

  • Technology Providers CEO of the Year, Dr. Vinay Nair
  • Technology Providers Artificial Intelligence, Magnifi by TIFIN (Winner!)
  • Technology Providers Financial Planning, TIFIN Plan
  • Technology Providers Innovative Platform, TIFIN Grow
  • Technology Providers Marketing Automation, Clout by TIFIN
  • Technology Providers Portfolio Data Screening, Magnifi by TIFIN
  • Technology Providers Risk Tolerance/Client Profiling, TIFIN Risk

The full list of technology providers nominees and winners can be found here.

 

 

Criteria and background information:

WealthManagement.com, Wealthies Awards, 2022. Finalists are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit https://www.wealthmanagement.com/wealthies-circle/

Category selection criteria: https://www.wealthmanagement.com/wealthies-circle/2022-award-categories/

Judges: https://www.wealthmanagement.com/wealthies-circle/wc21-meet-the-judges/

Looking to work with the TIFIN team? Reach out to us at [email protected]


TIFIN identified as the 3rd fastest growing start up in Colorado

TIFIN has officially been named as a “Great Place to Work” by the Great Places to Work Institute (https://www.greatplacetowork.com/).

TIFIN was selected by review of our employee engagement survey, which identified our employees select TIFIN as a “Great Place to Work” at a higher rate than a typical company (82% in the 2022 survey) vs. the industry benchmark of 57%.

Check out our full profile: https://www.greatplacetowork.com/certified-company/7046081

Great Place to Work® certifies companies based on TIFIN employees’ responses to a employee engagement survey. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less. Great Place to Work is a recognized global authority on workplace culture and producer of important reviews. For more information, please visit: Certified Organizations and Our Metholodolgy.

Looking to work with the TIFIN team? Reach out to us at [email protected]


TIFIN and ETFMG announce expanded partnership to promote thematic ETFs to active investors and advisors on Magnifi

ETFMG will sponsor four additional themes in TIFIN’s Magnifi marketplace. This follows existing distribution partnerships between ETFMG, Breakwave Advisors, and TIFIN

BOULDER & NEW YORK, Aug 18th, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced a new fund marketing and distribution partnership with ETF Managers Group (ETFMG). ETFMG is a thematic ETF issuer founded in 2014 with a vision of developing innovative thematic exchange-traded funds (ETFs) that provide investors unique exposure to new and emerging markets. This adds to TIFIN’s embed investment partnerships which now has over 40 leading investment managers sponsoring 90+ funds across their ecosystem.

“TIFIN, including through its Magnifi marketplace, is undeniably innovating through its proprietary technology, to make it easier for investors to search for themes and identify the investment opportunities that matter to them,” said Sam Masucci, CEO and Founder of ETFMG. “The ETF world offers thousands of choices, making it a challenge for investors to navigate. Simply said, Magnifi helps investors make smarter decisions and we are thrilled to be partnering with TIFIN in support of this common goal.”

This new partnership will see ETFMG promoting a series of thematic ETFs across Cannabis (TICKERS: MJ, MJUS, MJIN, and MJXL), Travel (TICKERS: AWAY, AWYX), Cybersecurity (TICKER: HACK), and Precious Metals (TICKERS: SILJ, SILX) themes within TIFIN’s Magnifi Investment Marketplace to over 140k registered users. Each fund will be placed in a primary position to all search results that relate back to each of the thematic areas. Magnifi users conduct over 2.5 million investor queries per week as of August 2022. In addition, the two firms will work on a series of co-marketing initiatives to promote ETFMG to both active advisor and individual investor communities. This partnership builds on an existing relation between ETFMG and TIFIN, as their BDRY and BSEA ETFs are currently part of a thematic investment marketplace within the TIFIN Wealth platform used by over 1,000 Advisory Firms to match funds to client proposals based on insights from their financial planning, personality, and risk tolerance needs.

We are delighted to partner with Sam Masucci and the ETFMG team to bring their revolutionary thematic ETFs to the forefront of our Magnifi marketplace,” said Jack Swift, President and CRO of TIFIN. “This partnership will bring value to our user base by promoting these leading ETFs adjacent to the thematic intelligence and insights across Magnifi.”

 

 

About ETFMG®:

ETFMG is a provider of exchange-traded funds (ETFs), founded in 2014 with a vision of developing innovative thematic ETFs that provide investors unique exposure to new markets. Today, the ETFMG fund line up provides access to a diverse collection of global themes and is comprised of 75% first to market products. We turn portfolio management strategies into successful ETFs by partnering with market segment experts to bring long-term growth opportunities to investors. ETFMG funds are proof as to the power of the ETF wrapper and that thematic products can have a place in investors’ portfolios. To learn more about ETFMG and our portfolio of exchange traded funds please visit www.etfmg.com or follow us on LinkedIn, Twitter @ETFMG, or YouTube.

About TIFIN:

TIFIN is an AI-powered fintech that leverages data science, investment intelligence, and technology to deliver engaging and personalized investor experiences. By connecting individuals to advice and investments, TIFIN bridges the gap between investors, their trusted intermediaries, and asset managers.

Founded in 2018 by Dr. Vinay Nair, a former Wharton Professor and successful entrepreneur, TIFIN was created to help make investing a powerful driver of financial well-being by eliminating frictions investors face.

TIFIN manages Magnifi, a search-powered marketplace for investments; TIFIN Wealth, a platform for advisors, wealth managers, and other intermediaries to deliver better individual outcomes; Financial Answers, a digital platform of investor communities; all powered through Distill, a central digital distribution and insights engine using TIFIN’s data platform.

 

Disclosures:

Carefully consider a Fund’s investment objectives, risks, and charges and expenses before investing. This and other information can be found in the Fund’s summary or statutory prospectuses, available on www.etfmg.com. Please read the prospectus carefully before investing.

Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund.

ETF Managers Group LLC is the investment adviser to the Fund. 

ETF Managers Group LLC and ETFMG Financial LLC are wholly owned subsidiaries of Exchange Traded Managers Group LLC (collectively, “ETFMG”).  The Fund is distributed by ETFMG Financial LLC, which is not affiliated with Breakwave Advisors LLC, Maritime Transformation Partners LLC or Prime Indexes. 

ETF Managers Group LLC, provides compensation to Magnifi, LLC or one its affiliates to be a sponsored fund manager which provides its funds greater visibility. Magnifi, LLC has a financial interest to promote and market investment solutions from ETF Managers Group that can conflict with the interests of its clients. 

The information contained herein should in no way be construed or interpreted as an offer, recommendation, or solicitation to buy or sell any security.  All content is for informational purposes only and is not intended to provide any tax or legal advice or provide the basis for any financial decisions, nor is it intended to be a projection of current or future performance.  This information has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.


For Media inquiries, please contact:

Zito Partners

Deborah Kostroun

[email protected]

201-403-8185

Looking to work with the TIFIN team? Reach out to us at [email protected]


President and CRO Jack Swift on customized wealth management and elevated client experiences

Watch TIFIN President and CRO at Wealth Management Edge’s “Scale and Sophistication: Technology to Deliver Customized Wealth Management, Elevated Client Experiences” panel earlier this year. Jack discusses how some of the most innovative advisors and technology providers are delivering highly customized – but also highly efficient – services to investors.

Looking to work with the TIFIN team? Reach out to us at [email protected]


TIFIN officially certified as a “Great Place To Work”

TIFIN has officially been named as a “Great Place to Work” by the Great Places to Work Institute (https://www.greatplacetowork.com/).

TIFIN was selected by review of our employee engagement survey, which identified our employees select TIFIN as a “Great Place to Work” at a higher rate than a typical company (82% in the 2022 survey) vs. the industry benchmark of 57%.

Check out our full profile: https://www.greatplacetowork.com/certified-company/7046081

Great Place to Work® certifies companies based on TIFIN employees’ responses to a employee engagement survey. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less. Great Place to Work is a recognized global authority on workplace culture and producer of important reviews. For more information, please visit: Certified Organizations and Our Metholodolgy.

Looking to work with the TIFIN team? Reach out to us at [email protected]


TIFIN Wealth announces strategic partnership with Chalice Network and their community of 60,000+ advisors

TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers

BOULDER & NEW YORK, July 26th, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with Chalice Network. Chalice is a professional network of 60,000+ financial advisors that provides education, networking, and a marketplace of tools & services at a discount to help financial advisors grow their business. TIFIN will be providing preferred pricing to Chalice advisors and the Chalice team will be helping to promote TIFIN Wealth’s investment personalization and digital marketing capabilities in their network marketplace.

“Keith Gregg and the Chalice Network team have built an amazing community and truly understand the needs of today’s independent financial advisors,” said Jack Swift, President and CRO of TIFIN. “Our wealthtech solutions are designed to help wealth management firms of all sizes grow and scale their business. This is very much aligned with Chalice’s core mission and we are delighted to have them as our latest strategic partner.”

“We’re excited to partner with TIFIN, and always pleased when we’re able to extend discounts on products and services that enhance the great work of our members,” said Keith Gregg, Founder and CEO of Chalice Network. “Because our forward-thinking members are eager to embrace new solutions, we anticipate TIFIN’s offering will be attractive to our network and affiliates.”

About Chalice Network™
Chalice Network™ is a Digital Marketplace PaaS (Platform as a Service) with a community of 60,000+ business owners consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals. Chalice was purposely built to give small to mid-sized business owners economies of scale, operational efficiency, and enhanced enterprise value through a marketplace-based model. Chalice’s goal is to help expand brands into networks, from linear businesses into holistic constellations. Learn more about Chalice Network at http://www.chalicenetwork.com.

About TIFIN
TIFIN is an AI-powered fintech that leverages data science, investment intelligence, and technology to deliver engaging and personalized investor experiences. By connecting individuals to advice and investments, TIFIN bridges the gap between investors, their trusted intermediaries, and asset managers.

Founded in 2018 by Dr. Vinay Nair, a former Wharton Professor and successful entrepreneur, TIFIN was created to help make investing a powerful driver of financial well-being by eliminating frictions investors face.

TIFIN manages Magnifi, a search-powered marketplace for investments; TIFIN Wealth, a platform for advisors, wealth managers, and other intermediaries to deliver better individual outcomes; Financial Answers, a digital platform of investor communities; all powered through Distill, a central digital distribution and insights engine using TIFIN’s data platform.

For Media inquiries, please contact:
Zito Partners
Deborah Kostroun
[email protected]
201-403-8185

The information contained herein should in no way be construed or interpreted as an offer, recommendation, or solicitation to buy or sell any security. All content is for informational purposes only and is not intended to provide any tax or legal advice or provide the basis for any financial decisions, nor is it intended to be a projection of current or future performance. This information has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.

Looking to work with the TIFIN team? Reach out to us at [email protected]