TIFIN Named to the 2025 Vault Fintech 100
TIFIN has been recognized on the inaugural Vault Fintech 100, a list celebrating the most intentional, elevated workplaces for emerging fintech talent. This recognition highlights TIFIN’s commitment to investment innovation, client outcomes, and purpose-driven growth.
Unlocking Growth: How AI is Accelerating the Shift from Brokerage to Advisory
As wealth management firms seek new avenues for organic growth, many face a familiar challenge: how to transition transactional clients into deeper, advice-driven relationships. While this shift has long been underway, AI is now the accelerator—turning signals into strategy and opportunity into growth. The move from brokerage to advisory is no longer just a trend; […]
Podcast: Leading Through Volatility with Jeff Mehi
In today’s unpredictable markets, volatility isn’t a signal to pause — it’s a moment to lead. In this episode of The Growth Studio, Jeff Mehi, Head of Wealth Partnerships at TIFIN AMP, shares how top-performing firms are using real-time data and AI-powered insights to drive smarter decisions, support advisors, and stay ahead. From identifying at-risk […]
Give, a TIFIN Company, Refines Focus on Scaling Donor-Advised Fund Solutions with Giving Place Acquisition by Foundation Source
Give, a TIFIN company, sold Giving Place to Foundation Source to double down on DAF innovation.
Donor-Advised Funds That Work Like You Do: Why Advisors Need Platforms Built for Scale and Control
Donor-advised funds are powerful tools—but for too long, they’ve been built around the donor and not the advisor. Give changes that.
Webinar: Leveraging AI for Long-Term Success
TIFIN AG recently hosted the webinar, “Leveraging AI for Long-Term Success,” where we explored how firms are using AI to accelerate growth and deepen client relationships. The session highlighted how TIFIN AG’s AI-powered solutions reduce administrative burden, enhance engagement, and empower advisors to focus on high-impact opportunities that drive long-term success. In just 30 minutes, […]
TIFIN AG Expands RIA Momentum with SteelPeak Partnership to Drive Organic Growth
TIFIN AG partners with SteelPeak Wealth to deliver AI-powered asset consolidation and drive scalable, personalized growth.
When Markets Get Uncertain, The Best Firms Double Down on Data
I’ve spent my career leading data-driven distribution strategy at two of the world’s largest asset managers. And I can tell you from experience—when volatility hits, the business doesn’t slow down. It speeds up. Whether it was our top-performing fund suddenly underperforming, a major sales re-org, or global market disruption, one thing remained constant: everyone came […]
Former Franklin Templeton Exec Joins TIFIN to Strengthen Executive Team
Harshendu Bindal is leading TIFIN’s global growth strategy as Chief Global Officer and CEO of Magnifi, driving expansion and scaling of the consumer platform worldwide.
Leveraging Complex Assets in Donor-Advised Funds (DAFs)
This is the Family Office guide to leveraging Giveʼs innovative platform to ensure family legacy, investment growth, and next-gen engagement all thrive under one seamless philanthropic strategy.