Grantd Raises Funding to Advance AI Equity Compensation Platform with Backing from Edward Jones Ventures and TIFIN Studios
Grantd secures funding from Edward Jones Ventures and TIFIN Studios to expand its AI platform, helping advisors transform equity compensation into actionable wealth-building opportunities.
TIFIN Featured in Fintech Magazine as a Leading Company Shaping the Industry with AI
Highlighted in the “State of Key Fintech Segments 2025” report, TIFIN’s leadership in applying artificial intelligence to wealth management demonstrates how hyper-personalization, responsible AI, and modular innovation are elevating advisor and client experiences.
The Top 25 WealthTech Companies of 2025
The Financial Technology Report is pleased to announce The Top 25 WealthTech Companies of 2025. TIFIN is applying artificial intelligence to help enterprises automate middle-office tasks and strengthen data-driven client engagement.
Growth Studio Podcast
In this episode of the Growth Studio, we sit down with Kevin Sullivan of Private Advisor Group to discuss how advisors can cut through the noise of fragmented data, use AI to prioritize the right opportunities, and engage clients at exactly the right time.
AI Policy and Adoption Playbook
Transforming AI Hype into Real Growth: A Practical Guide for Wealth Management Firms
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
The future of AI in finance isn’t scale alone, it’s verticalization. Purpose-built, industry-trained AI delivers precision, compliance, and measurable results.
TIFIN CEO Pioneers AI Solutions for Financial Services
Dr. Vinay Nair, founder and CEO of TIFIN, is developing AI solutions that modernize operations and improve decision-making across wealth management, insurance, and asset management.
Why Most AI in Workplace Finance Doesn’t Work
Most workplace AI assistants are just search bars with a fancy name — and in personal finance, that’s not enough. This white paper from Marc McDonough, CEO of TIFIN @Work, explores why most AI in workplace finance fails to deliver real value, and how AI agents and knowledge graphs can create truly personalized, actionable guidance.
Why Many Sales Teams Don’t Trust AI Intelligence Tools – and How to Fix It
Many sales teams don’t trust AI tools—and adoption lags. TIFIN AMP solves this with transparent design, CRM integration, and actionable insights, driving adoption rates near 98%.
Op-Ed: The “Advisory Firm of 1” — AI will change how your wealth is managed
The “RIA of 1” is here—AI lets a single advisor deliver faster, more personalized guidance to many more clients.