TIFIN

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

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.

TIFIN’s Magnifi has acquired leading financial professional community SharingAlpha to establish an international presence. The acquisition follows the announcement of former Envestnet exec Jason O’Shaughnessy to lead international business.

BOULDER & NEW YORK, July 14th, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced its initial launch into international markets through the acquisition on SharingAlpha, a community of over 15,000 professional fund investors and analysts located throughout the world, but with a high concentration in the UK and Western Europe.

SharingAlpha offers professionals the opportunity to build their own personal track record in terms of both their fund selection and asset allocation capabilities. Investors can gain the community’s intelligence on funds’ chances of generating alpha in the future from the collective knowledge gathered on the platform from members of the SharingAlpha community. Co-founded six year ago by two Israeli brothers, Oren and Yuval Kaplan, has become the world’s largest community of professional fund buyers. 

Following the acquisition, SharingAlpha will be fully integrated into TIFIN’s Magnifi platform. The integration will offer both retail and professional investors from all over the globe unique digital tools to enhance their personal investment experience leveraging the AI-powered investment intelligence on Magnifi’s existing platform now augmented with SharingAlpha’s proprietary community intelligence insights. Oren Kaplan will also join Magnifi as a partner and work closely with TIFIN’s recently announced Head of International Jason O’Shaughnessy on the integration of the platforms.

“Being able to now offer Magnifi’s investment intelligence and capabilities to non-US investors is definitely an important step in our evolution.” said Dr. Vinay Nair, Founder, and CEO of TIFIN. “We are also excited about adding the unique community features developed by SharingAlpha which will enhance our offering to professional investors internationally”.

“I am looking forward to working with Magnifi’s team in expanding its reach internationally and in growing the community of professional investors even further.” said Oren Kaplan, Co-Founder and CEO of SharingAlpha, “We will continue to be committed to building innovative and useful digital tools to global investors”.

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.

TIFIN has added former Envestnet exec Jason O’Shaughnessy to lead international expansion and former Blackrock and Nuveen exec Tim Stegner to expand distribution partnerships with investment managers

BOULDER & NEW YORK, June 23rd, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced two key hires to help expand their high-growth areas across distribution and international.

Jason O’Shaughnessy has joined TIFIN as Head of International. O’Shaughnessy previously ran the international efforts at Envestnet’s Yodlee division where he was tasked with leading their business across multiple countries that included UK, Europe, India, Asia and Australia. In this role he was responsible for both growth and new market strategy. In a similar role, O’Shaughnessy will be tasked with driving TIFIN’s revenue growth in international markets.

“I am very excited about joining the TIFIN family and eager to replicate the success and growth seen in the US to other markets around the world.” said Jason O’Shaughnessy, Head of International at TIFIN. “The foundation of what TIFIN has established by driving financial wellness through easy-to-use user experiences powered by AI and Investment Intelligence are universal needs that should translate well across borders.”

TIFIN has also added another industry veteran to the leadership team to strengthen partnerships with investment managers to use insights to increase the efficiency of their distribution strategies. TIFIN welcomes Tim Stegner as Head of Sales, Asset Manager Partnerships. Stegner brings a 20-year track record of success in building businesses and distribution partnerships. Prior to joining TIFIN he served as a Managing Director leading teams within leading financial institutions including Northern Trust, BlackRock, Nuveen, and Merrill Lynch. During his career he has had a special emphasis on working on sub-advisory platforms and strategic partnerships between investment managers.

“As a sales leader I have a passion for finding solutions for clients and forming collaborative partnerships that drive results.” said Tim Stegner, “I look forward to bringing the power of TIFIN to the investment management industry to enable more intelligent and effective marketing and distribution strategies.”

“With the additions of TIm and Jason to our ranks, we are continuing to add top notch industry professionals with deep subject matter knowledge to help us accelerate our objectives across the areas we see as high growth in the next 12-18 months,” said Jack Swift, President and CRO of TIFIN. “These leaders in addition to our other recent announcements will be instrumental in expanding revenue growth and meeting our mission to drive financial well-being through engaging wealth experiences.”

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.