TIFIN Announces Magnifi Mentor, The First Conversational AI-Powered Assistant Designed For Investing
Magnifi also reaches the 100 million search results milestone and announces Jon Klaff, former executive from Meta Financial and Paypal as GM, Consumer.
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
Bloomberg: Digital Distribution Will Aid Adoption of Tax-Efficient DAFs, with Louise By Tifin
Donor Advised Funds, or DAFs, provide unique tax benefits. But the future of DAFs should align with the future of giving, says TIFIN CEO and founder Vinay Nair, and modern fintech promises to democratize personalized giving.
[Video – CNBC Squawk Box] Tifin CEO says that Investor interest in equity and crypto-focused funds picking up despite the sell-off
Vinay Nair said on CNBC’s Squawk Box – “People are looking for more things. We’ve seen an uptick from both consumers and advisors who are searching and asking more questions”
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.
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
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
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
[LendIt Fintech News] How TIFIN leverages tech to drive personalization of wealth management
TIFIN focuses on making the wealth generation experience more engaging for the individual, whether the professional financial advisor or independent investor. The key is through focusing on personalization opportunities.
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.