TIFIN identified as the 3rd fastest growing start up in Colorado
Coloradostartups.org using Crunchbase’s “Rank” metric, has identified TIFIN as the 3rd fastest growing startup in Colorado founded within the last 10 years!
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.
President and CRO Jack Swift on customized wealth management and elevated client experiences
Watch Jack’s panel on how technology can deliver customized wealth management and elevated client experiences
TIFIN officially certified as a “Great Place To Work”
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%.
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
Magnifi by TIFIN Announces International Expansion Through Acquisition and Integration of SharingAlpha’s Professional Investor Community
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.
TIFIN Announces Key Hires Across Distribution Partnerships and International Expansion To Drive Continued Growth
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.
TIFIN has been nominated 7 times as a finalist for the 2022 Wealth Management Industry Awards!
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.
[Video – Wealthmanagement.com] The Imperative for Investment Personalization – TIFIN President Jack Swift
TIFIN President and CRO Jack Swift shares why investment personalization is no longer optional, and advisors who delay in incorporating it into their practice may fall behind when it comes to converting and retaining clients.
[Video CNBC – Closing Bell] Magnifi Mentor is like Siri or Alexa went to investment school, says TIFIN’s Vinay Nair
Vinay Nair, TIFIN founder and CEO, joins ‘Closing Bell: Overtime’ to discuss AI powered investing and his company’s newly launched Magnifi Mentor program.