TIFIN Announces the Expansion of its Fintech Platform for Personalized Charitable Giving to Democratize Access to Donor Advised Funds
TIFIN’s Louise platform that allows advisors to enable personalized giving for their client families acquires Amicus.io to broaden access and meet clients’ giving needs without minimums.
Magnifi Media’s Inaugural Programming Features Interviews with Anthony Scaramucci and Kyle Bass
Magnifi Media by TIFIN will launch a slate of shows featuring one-on-one interviews with leading Wall Street luminaries starting Friday, March 4, with the inaugural episodes featuring SkyBridge Capital founder Anthony Scaramucci with a follow-on interview next week with Kyle Bass, Founder and CIO of Hayman Capital Management.
TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through its AI-powered Platform for Personalized Engagement
Commonwealth and Sanctuary Wealth are among firms that have signed on to use Clout by TIFIN to help drive growth for their advisors
TIFIN Wealth Launches TIFIN Grow with Over 500 Financial Advisors Using AI and Investment Intelligence Driven Personalization
TIFIN Grow combines TIFIN’s Risk, Planning, Financial Personality and other related capabilities to drive personalization at scale. Adds to TIFIN Wealth’s capabilities of personalized communications and marketing, allocation to alternatives, and personalized giving through Donor Advised Funds (DAFs).
[ Video – Nasdaq Tradetalks] TIFIN’s Vision of the Future with Founder & CEO Vinay Nair
Jill Malandrino of Nasdaq Tradetalk discusses future of finance and wealthtech with TIFIN Founder and CEO Vinay Nair who highlights the benefits of personalization to help the end investor.
[Video – Fox Business] The future of fintech with TIFIN Founder & CEO Vinay Nair
Jackie DeAngelis of Fox Business discusses The future of fintech with TIFIN Founder & CEO Vinay Nair who speaks about the importance of personalization to help investors and advisors.
TIFIN expands its data and investor reach with acquisition of Investors Alley through its Financial Answers division
The addition of Investors Alley builds on the momentum of recent acquisitions by Financial Answers of Stock News Network and Wealthpop; follows recently announced series C with strategic investors that include Hamilton Lane, JP Morgan, Morningstar and Broadridge.
TIFIN Expands its WealthTech Division Capabilities with an Agreement to Acquire Qualis Capital; Announces Launch of Louise and PlanIQ
Expansion into Private Markets, Philanthropy and Planning follows recent oversubscribed Series C that valued the firm at $448mm and included Hamilton Lane, a leading private markets investment manager alongside additional investments from series B investors, JP Morgan, Morningstar and Broadridge.
Podcast: The Future of Technology is Now with Jack Swift
Wealthmanagement.com’s Wealthies Circle podcast episode with Senior Technology Editor Davis Janowski featuring Jack Swift, senior partner and president of The TIFIN Group.
Traders Magazine: Personalization and Data are Critical for Wealth Management
Q&A in Traders Magazine with TIFIN CEO & Founder, Vinay Nair and Hamilton Lane’s Erik Hirsch, Vice Chairman and Head of Strategic Initiatives