TIFIN Give to Power Donor-Advised Fund Experience for Confluence Financial Partners
TIFIN Give announces a new partnership with Confluence Financial Partners to deliver a modern, advisor-led donor-advised fund platform that enhances philanthropic planning and multi-generational engagement.
TIFIN named to The Agentic List 2026
2026 The Agentic List identifies the 120 most promising private companies building enterprise-grade agentic AI — autonomous systems that make decisions and take actions by themselves and collaborate with human teams. We identify companies that are trending up in the last 12 months, making significant impact in large enterprises and key industries.
TIFIN Give Partners with SEI to Deliver White-Labeled Donor- Advised Fund Solutions to Bank and Trust Clients
TIFIN Give’s partnership with SEI expands access to a modern, white-labeled donor-advised fund experience designed specifically for bank and trust organizations. By bringing charitable giving in-house, the solution helps firms retain assets, strengthen client relationships, and position philanthropy as a long-term growth strategy.
The Hidden Obstacles to AI Success in Wealth Management
AI is everywhere in wealth management, but execution will separate leaders in 2026. Rob Pettman shares what firms must address to turn AI from pilots into scalable business impact.
TIFIN Appoints Andrew Dahlinghaus as Chief Operating Officer
TIFIN appoints Andrew Dahlinghaus as COO, adding deep regulatory and operational expertise to drive the company’s next stage of AI growth.
TIFIN and Chariot Partner to Transform Grant Payments
TIFIN Give partners with Chariot to deliver faster, safer DAF grant payments, enhancing transparency and reliability for nonprofits and donors.
Alera Group Partners with Give, a TIFIN platform, to Launch White-Labeled Donor-Advised Fund Platform for Clients
Alera Group partners with TIFIN Give to launch a white-labeled donor-advised fund platform, combining AI-driven philanthropy with wealth management to help clients give with intent and advisors deliver a seamless digital giving experience.
TIFIN Give Launches “Louise”— The AI platform for philanthropy
TIFIN Give introduces Louise, an AI assistant that makes philanthropy personal again — helping donors discover charities, execute grants, and manage family giving through one intelligent, conversational platform.
TIFIN Board Welcomes Palantir’s Lila Flores, enhancing its expertise AI Commercialization
TIFIN today announced the appointment of Lila Flores, a senior executive at Palantir, to its Board of Directors. Flores brings a rare mix of Wall Street, national policy, renewable energy, and advanced technology experience critical as enterprises navigate real-world AI adoption.
ASG and TIFIN @Work Deliver Curated Retirement Solutions for Law Firms
ASG and TIFIN @Work launch AI-driven retirement platform for law firms with Franklin Templeton, Equitable & Schwab to modernize benefits.