Magnifi

TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot

The launch includes industry veterans Gary Kaminsky and Susan Krakower joining Magnifi+ as Chairman and Chief Creative Officer respectively

BOULDER & NEW YORK, June 2nd, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the launch of their Magnifi+ platform. Magnifi + features investment intelligence from leading financial pros through proprietary and engaging video content. Individuals can learn from Wall Street luminaries and the nation’s top financial advisors as they share insights on topics that are trending in the markets and on Magnifi, TIFIN’s investment marketplace.

The platform launch comes after a successful six-episode pilot earlier this year that featured financial industry icons such as Jeffrey Gundlach, Kyle Bass, Cathie Wood, Mark Fisher, and others. The program garnered millions of views and sparked a 44% increase in financial advisors registered and using Magnifi for their investment research needs.

“In the last few years, we have seen both the retail investor and financial advisor communities embrace Magnifi as a powerful marketplace to answer investment questions and act on them,” said Dr. Vinay Nair, Founder, and CEO of TIFIN. “Magnifi+ will enhance our offering by providing inspiration that investors can use to ask more questions and help make better investment decisions.”

Today’s announcement includes two industry veterans, Gary Kaminsky and Susan Krakower, joining Magnifi+. Kaminsky joins as Chairman. He is a former CNBC capital markets editor and host and started his career as a successful money manager with positions including serving as the former Vice-Chairman at Morgan Stanley Wealth Management, and former MD & Senior Portfolio Manager at Neuberger Berman. In addition, Susan Krakower joins as Chief Creative Officer of Magnifi +. Susan is a senior media executive with a long, storied history in the financial media industry and was the creative engine behind launching many iconic investment programs including CNBC’s Fast Money, Mad Money, and Halftime Report.

“Since joining TIFIN as an advisor two years ago, I have had a chance to work closely with this team and I’m excited to take on new responsibilities to help educate and engage our investor communities,” said Gary Kaminsky, Chairman Magnifi+. “I have seen the value add that Magnifi can provide investors and advisors to break through the clutter as they discover investment solutions that meet their individual needs.”

“The marketplace wants this kind of targeted content and we recognize that direct-to-consumer streaming is where investors are getting their information now and in the future,” said Susan Krakower, Chief Creative Officer of Magnifi+. “Based on the successful pilot, the marketplace has shown that this kind of platform is needed and that’s why we are excited to announce the launch of Magnifi+.”

 

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.


Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform

The AI-powered platform has two-way integration with Salesforce, email applications and social media platforms that will allow Hightower advisors to improve collaboration and measurement and deliver meaningful growth outcomes

CHICAGOMay 17, 2022 – Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it has partnered with TIFIN Clout, part of TIFIN Wealth, to serve as its personalized digital marketing platform, which will allow Hightower advisors to drive more leads and referrals, accelerate conversions and build trust with both clients and prospects through effective, measurable marketing campaigns.

The TIFIN Clout platform will support Hightower advisors in moving clients and prospects through all the steps of the client journey. As a next-evolution marketing platform, TIFIN Clout uses artificial intelligence (AI) and human understanding to track clients and prospects through the buyer’s journey and deliver meaningful growth outcomes. The platform has two-way integration with Salesforce, email and social media platforms that will allow Hightower to improve both collaboration and measurement.

Last year, Hightower launched a bespoke content marketing program that is helping its advisors grow and connect with prospects and clients by delivering timely and relevant thought leadership. With content created by Hightower’s experienced financial writers and marketers, the customized program provides advisors with access to a wealth of collateral—blogs, podcasts, newsletters, white papers, infographics, events, social media posts and investor-facing webinars with accompanying support—that can be formatted to match their brand. Approximately 75% of advisors are using Hightower’s content program to positive results.

“By partnering with TIFIN Clout, we’re evolving our content marketing program to provide our advisors with access not only to sophisticated content and collateral but also to advanced tools to track and measure their progress,” said Meghan McCartan, Hightower Managing Director, Head of Marketing. “TIFIN Wealth is an industry leader in fintech growth solutions, and we’re excited to pair this technology with our thought leadership to deliver even better results for advisors.”

Hightower advisors who implemented a targeted content strategy grew 3.2 times as fast as their peers in 2021. Advisors who implemented live/virtual events for prospects grew two times as fast as their peers, while advisors implementing podcast/TV/radio and social media strategies, grew at 1.8 times and 1.7 times respectively.

“We are delighted to partner with Hightower and their advisor network to build new and deepen existing relationships with their prospects and clients. In a world where every investor is different and expectations for personalized customer engagement are being set by other industries, firms need to stand out amidst all the noise to drive growth while also enhancing advisor productivity.” said Niharika Shah, General Manager of TIFIN Clout.

About Hightower 
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.

About TIFIN/TIFIN Clout

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.

TIFIN Clout is the growth marketing and client engagement platform within TIFIN Wealth. Clout delivers meaningful outcomes — more leads, faster conversions, and engaged clients — for financial professionals. Through a hybrid human + digital service, Clout provides insights into how clients and prospects engage with fresh, trending, and personalized content.

Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.

Media Contacts:

For Hightower: 
Patty Buchanan 
JConnelly 
(973) 567-9415 
[email protected]

For TIFIN Clout: 
Deborah Kostroun 
Zito Partners 
[email protected] 
201-403-8185

 


TIFIN closes $109 million in Series D at a $842 million valuation; adds Franklin Templeton and Motive Partners to its group of Investors.

J.P. Morgan and Hamilton Lane add to their prior investments; Funding in Series A, B, C and D totals ~$204 million in last eighteen months

BOULDER & NEW YORK, May 12, 2022 —  TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the successful closing of $109 million in a Series D financing round. 

Franklin Resources (NYSE: BEN), a global investment manager operating under Franklin Templeton, and Motive Partners, a next-generation investment firm focused on technology enabled companies that power the financial services industry, join previous strategic investors. Hamilton Lane (NASDAQ: HLNE), a leading private markets investment manager, joined as an investor in the Series C round in October 2021. J.P. Morgan Asset Management, Morningstar, and Broadridge joined as an investor in the firm’s Series B round in April 2021. Rob Heyvaert, Founder and Managing Partner of Motive Partners will join the TIFIN board as part of the transaction.

The latest round brings TIFIN’s valuation to $842 million. The increase in valuation from its series B ($184 million) and series C ($447 million) over the past year reflects the growth in TIFIN’s product offerings, users and revenues.

TIFIN uses AI to drive personalization for wealth management, and digital distribution for investment managers. In pursuing its mission to make investing a more meaningful driver of financial well-being, TIFIN operates an ecosystem of focused divisions that include Magnifi, a search-powered marketplace for investments; Financial Answers, a demand and data generation platform for advice and investments;  TIFIN Wealth, a collection of personalization components to advisors, wealth managers and other intermediaries; and Distill, an AI-powered analytics and intelligence platform to drive digital distribution for asset managers and wealth enterprises.

This additional capital, alongside existing funds from prior capital raises will support TIFIN’s continued growth, with particular emphasis on Magnifi’s consumer platform, Distill’s expansion with asset and wealth enterprises, TIFIN’s expansion outside the US and additional fintech innovation initiatives.

“Wealth-tech and personalized advice are rapidly reshaping how financial solutions are delivered. As a strategic investor, we are excited to partner with TIFIN on developing cutting edge digital solutions powered by a wide range of investment strategies, sophisticated algorithms and scalable technology,” said Jenny Johnson, President and CEO of Franklin Templeton.    

“As we focus on identifying and growing value within the financial technology sector, it is critical to have an eye on the emerging technologies that can play a crucial role in the reinvention across the industry. TIFIN’s pedigree in overlaying data & analytics to drive personalization improvements across businesses is just one area that we believe will be essential in building further value within our portfolio companies. Our team of Investors, Operators and Innovators look forward to partnering with Vinay and the talented TIFIN team to deliver the next generation of financial technology infrastructure,“ said Rob Heyvaert, Founder & Managing Partner of Motive Partners.

“Hyper-personalized experiences are critical for the future of investment management as individuals demand more engaging and digitally intuitive approaches. At TIFIN, we are building algorithms to enable this within various wealth and investment journeys, while using natural language processing and conversational AI to simplify the user experience ,” said Dr. Vinay Nair, Founder and CEO of TIFIN. “At the same time, we are enabling digital distribution for our asset management clients using targeted, data-driven and end-to-end automation. We are delighted to have Franklin Resources and Motive Partners join us on this journey, as well as Rob joining our Board. We look forward to working with them and learning from their globally recognized expertise and connectivity in our space. We are also grateful for the support from existing investors including Hamilton Lane and JP Morgan.”

 

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

 


TIFIN’s Financial Answers Acquires Two Additional Digital Assets To Expand Its Consumer Data Platform

Acquisition of All Star Charts and INO.com extends Financial Answers’ universe to more than three million engaged retail investors.

BOULDER & NEW YORK– May 3, 2022– TIFIN, a fintech platform using artificial intelligence and investment-driven personalization to shape the future of investor experiences, today announced that its subsidiary Financial Answers has completed the acquisitions of All Star Charts, Inc. and INO.com, Inc. Both firms are high quality investor education platforms, with deeply engaged audiences and subscribers.

“By adding All Star Charts and INO.com to our growing portfolio of brands, we enhance both the quantity and type of investor engagements from which we can draw insight,” said Ian Rosen, GM of Financial Answers at TIFIN,  “We are developing the largest pool of first party retail investor intelligence available anywhere, and our superior understanding of this community will allow us to help investors, advisors, and asset managers achieve better outcomes.”

All Star Charts, founded in 2012 by JC Parets, is one of the most widely followed technical analysts in the world, will enhance Financial Answers’ data pool by adding a large number of investors who follow technical analysis, options investing, and crypto trading.

“Joining Financial Answers allows us to continue serving our users while adding capabilities and value from the larger TIFIN ecosystem,” said JC Parets, CEO of All Star Charts.

INO.com, founded in 1995, provides news, analysis, data and tools for equities, options, forex and futures markets.  INO is led by David Maher, an early internet and financial publishing entrepreneur.  

“We are excited to join the Financial Answers team to bring our community more opportunities to shape their own financial future,” said Maher. “The tools TIFIN can bring to our properties will enhance their experience and promote better outcomes.”

TIFIN launched FinancialAnswers.io in April of 2021 with the mission of building a retail investor data platform based on the interactions of millions of investors, and is led by TIFIN partner, Ian Rosen who was previously  the CEO of Stocktwits, Inc., Co-founder/CEO of Even Financial, Inc., and General Manager of MarketWatch, Inc.

 

About TIFIN

TIFIN an AI-powered fintech, 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

 


Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset Management Industry

Harbor Capital Advisors to leverage Distill by TIFIN, enabling asset managers to personalize engagement with financial advisors and drive growth

BOULDER, Colo., April 12, 2022 TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers with their digital distribution, announced that Distill by TIFIN is partnering with Harbor Capital Advisors (Harbor), a premier investment firm offering access to a range of investment solutions, to provide real-time digital solutions seeking to better engage with clients.

Distill by TIFIN allows asset managers like Harbor to digitally distribute their products using insights derived from proprietary, partner and third-party data to deliver personalized customer engagement. Asset managers are able to curate communication proposals by offering investment products that fit their clients’ goals resulting in faster conversions.

“We recognize that the asset management industry is shifting towards digital distribution of investment products, and we need to embrace a purposeful way to connect with clients,” said Charles McCain, CEO of Harbor Capital Advisors.  “We are excited to partner with TIFIN to extend our innovative solutions and deepen our client relationships in an advanced way using AI and machine learning software.”

“Asset managers have plenty of data but using it effectively to drive sales and business decisions is still a challenge,” said TIFIN Founder and CEO Dr. Vinay Nair. “By partnering with Distill, asset managers will get actionable and targeted ai-driven insights to drive flows, product design and capital decisions. Harbor is the first asset manager to sign with Distill, and we expect the remaining select spots to be filled very quickly with more announcements coming this quarter.” 

About TIFIN 

TIFIN an AI-powered fintech, 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.

About Harbor

For over 30 years, Harbor has partnered with talented, institutional-caliber asset managers to provide active, cost-aware investment opportunities for its clients. Harbor identifies and carefully selects specialists in each asset class to manage portfolios and applies a comprehensive oversight and monitoring program that keeps the best interests of its clients as the focal point.

Harbor recently launched a series of fully transparent ETFs providing advisors and investors new ways to access exclusive investment management solutions to achieve long-term investment goals. Harbor currently has six ETFs: Harbor All-Weather Inflation ETF (HGER), Harbor Long-Term Growers ETF (WINN), Harbor Corporate Culture Leaders ETF (HAPY), Harbor Disruptive Innovation ETF (INNO), Harbor Scientific Alpha Income ETF (SIFI), and Harbor Scientific Alpha High Yield ETF (SIHY).

Harbor had combined assets under management of approximately $53.4 billion as of March 31, 2022. For more information, visit harborcapital.com.

BEFORE INVESTING YOU SHOULD CAREFULLY CONSIDER A FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES. THIS AND OTHER INFORMATION IS IN THE PROSPECTUS. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE YOU INVEST. TO OBTAIN A SUMMARY PROSPECTUS OR PROSPECTUS FOR THIS AND OTHER INFORMATION, VISIT HARBORCAPITAL.COM OR CALL 800-422-1050.

All investments involve risk including the possible loss of principal. There is no guarantee that the investment objective of the Fund will be achieved.

Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge.

Foreside Fund Services, LLC. is the Distributor of Harbor ETFs

 

For media inquiries, please contact:

Deborah Kostroun

Zito Partners

201-403-8185

[email protected]

 


Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow

Former Envestnet/Yodlee executive will lead the recently announced platform that combines risk, planning and financial personality to help wealth managers know and convert their prospects through hyper-personalized investing at scale

BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, today announced that financial industry veteran Bill Parsons has joined the firm as Executive Vice President & General Manager of TIFIN Grow. 

Parsons will oversee the newly launched platform TIFIN Grow in his new position. Prior to joining TIFIN Bill Parsons was Group President for the Envestnet/Yodlee Data and Analytics business.

Helping wealth managers grow their businesses through hyper-personalization at scale, TIFIN Grow brings together Risk Profiling, Micro-Planning, Financial Personality, Next Best Action, and Trading Automation. Together these enable financial advisors to better know and convert their prospects. TIFIN Grow already has over 500 advisors and is adding AI-driven capabilities that allow advisors to prioritize prospects with look-alike analysis used in industries like sports and consumer marketing.  

“Bill is a seasoned and skilled executive with exposure to several important areas such as data, analytics, fintech, and wealth management. In addition, he brings a background and mindset honed for delightful client and user experiences.” said TIFIN Founder & CEO Dr. Vinay Nair. ”We are excited to build on TIFIN Grow’s exciting momentum under his leadership with a heightened focus on data, insights and service.”  

“Innovation in wealthtech is happening at a rapid pace. TIFIN is at the forefront in bringing AI, investment expertise and modern technology to financial advisors in the same way many consumer oriented industries do today,” said Bill Parsons, General Manager of TIFIN Grow. “I’m excited to join TIFIN’s distinctive solutions that are bringing together risk capacity and tolerance along with well-thought out personalized planning so advisors can offer the most relevant financial advice to each clients’ unique needs.”

Bill Parsons spent 14 years at Envestnet/Yodlee where he led their efforts to build and take to market AI and ML driven solutions focused on the Investment Research, Customer Research, Credit, and Market Research sectors.  Parsons also led their Banking and Wealth Management sales operations globally, and the US FinTech group.   He brings significant experience in cloud based enterprise products and sales aimed at improving the financial health of consumers.

 

About TIFIN 

TIFIN an AI-powered fintech, 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 late 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:

Deborah Kostroun

Zito Partners

201-403-8185

[email protected]

 


TIFIN Announces the Expansion of its Fintech Platform for Personalized Charitable Giving to Democratize Access to Donor Advised Funds

TIFIN’s Louise platform that allows advisors to enable personalized giving for their client families acquires Amicus.io to broaden access and meet clients’ giving needs without minimums

BOULDER & NEW YORK, March 22, 2022 — TIFIN, a fintech platform using AI for wealth and asset management, announced the expansion of its giving platform, Louise by TIFIN.  Louise provides a digital software platform for financial advisors to offer their clients a personalized Donor Advised Fund (DAF) to engage their entire family with giving-aligned investing.

Named after Louise Carnegie, wife of philanthropist Andrew Carnegie and well known for her extraordinary charitable donations, the fintech platform allows for giving even at the most minimal levels with access to over 1.5 million charities.  RIAs, financial advisors and wealth managers currently using Louise have a combined AUM of $38 billion.

“As the industry is well aware, there are growing and urgent needs for wealth managers to personalize, incorporate values in investing, optimize taxes and connect with the next-generation. Advisors can achieve all these objectives, all at the same time, with Louise.”  said Dr. Vinay Nair, CEO and Founder of TIFIN. “With the acquisition of Amicus, we now have a modern set of pipes powering Louise that allows all advisors to offer Louise to all their clients, regardless of size.”

DAF assets grew by 10% in the US last year, reaching $160 billion, and are estimated to grow to $1 trillion by 2030. TIFIN is rapidly enhancing the power of Louise in response to the increasing demand of heads of households and their next generations to be collectively engaged in family giving and to align their giving with their investing. Fueled by the recent acquisition of Amicus.io, Louise’s enhancements will include a multi-custodial platform, SOC2 security compliance, expanded investment options including custom model portfolios, the ability to create a long term family plan with contribution and gift targets and zero account minimums.

“The future of philanthropy is undeniably digital. The solutions we are building with Louise mark a new era of more impactful giving that engages the whole family,” says Cor Hoekstra, co-founder of Amicus.io. Cor will take on the role of GM, Louise at TIFIN.

 

About TIFIN 

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

Founded in late 2018 by 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. The firm’s executive committee consists of Jack Swift, Anil Arora, and Sharon French in addition to Dr. Nair. Each member brings a diverse set of perspectives and proven experience across finance and technology.

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.

 

About Louise

Louise empowers advisors to grow their practice by engaging clients and prospects with a next-generation digital charitable giving platform.

Sprung from the confluence of wealth management and philanthropy, Louise leverages the tax-efficiency of Donor Advised Funds (DAF) to maximize clients’ investment impact while building multi-generational relationships for the advisors it serves.

 

CONTACT:

Deborah Kostroun
Zito Partners
[email protected]
201.403.8185