TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region
TIFIN.AI has launched TIFIN Australia, a joint venture led by former Iress and Pexa CEO Marcus Price and former Iress COO Justin Schmitt. The expansion brings TIFIN’s AI-powered wealth solutions to the Australian market, helping advisors and wealth firms deliver more personalized and scalable financial advice.
TIFIN Group announces the consolidation of its AI businesses and the launch of TIFIN.AI, an industry-first agentic operating system
TIFIN launches TIFIN.AI, an enterprise agentic AI platform for wealth managers and product providers, connecting operations, investments, and growth workflows.
TIFIN Give Works With Canterbury Consulting to Expand Strategic Philanthropic Planning Capabilities
TIFIN Give and Canterbury Consulting collaborate to bring donor-advised fund capabilities and institutional-quality investment strategies together.
Investments & Wealth Review: Where AI Meets the Reality of Advice
AI is changing wealth management, not by replacing advisors, but by redefining how they scale, operate, and grow. These perspectives show how firms can turn AI into tangible results, from advice delivery to onboarding efficiency.
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.