Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts.
AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP Capital
The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the private markets with more confidence.
Intelligent charitable planning: The next big thing in wealth
Advisors, employers and DAFs can make everyone a philanthropist.
Users link over $500M in self-directed assets on Magnifi, the AI-powered financial co-pilot for individual investors
Magnifi from TIFIN now provides answers to financial questions of over 45,000 subscribed users.
TIFIN Founder & CEO Dr. Vinay Nair named one of the ‘Most Admired CEOs’ by the Denver Business Journal
The winners of this prestigious award were judged on their leadership, contributions and innovations within their organization, and their community involvement in the greater Denver Metropolitan area.
TIFIN Wealth and Morgan Stanley at Work Launches Charitable Giving Solution to Further Enhance Comprehensive Suite of Workplace Offerings
TIFIN Wealth and Morgan Stanley at Work, a leading provider of workplace financial solutions, today announced a new charitable giving solution, which simplifies corporate clients’ and their employees’ ability to donate through a donor advised fund (DAF) platform.
[Wealth Management] A Q&A with Dr. Vinay Nair, Founder of TIFIN
Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed.
TIFIN Wealth and the Financial Planning Association Partner to Expand Access to Personalized Investment Platform for Financial Planners
TIFIN Wealth, the AI Engine for Organic Growth, announces a significant step forward in supporting the growth of independent financial planners in partnership with the Financial Planning Association® (FPA®).
[Financial Planning] How wealth management can apply AI … intelligently
Not all AI solutions are created equal. In this Financial Planning article, CEO Vinay Nair sets the record straight about the reality of AI and how it can move wealth management firms forward when applied intelligently.
[International Banker] AI in financial services a transformational force beyond the hype
Explore the recent coverage of TIFIN in this article by leading finance and investment academic Constantin Gurdgiev in International Banker. He explores the potential transformational force that AI can create for the financial services industry and interviews our own Ian Rosen.