TIFIN Give Launches “Louise”— The AI platform for philanthropy
TIFIN Give introduces Louise, an AI assistant that makes philanthropy personal again — helping donors discover charities, execute grants, and manage family giving through one intelligent, conversational platform.
Podcast: Ares + AMP – From Experimentation to Implementation
Ares Wealth Management Solutions Managing Director Brendan McCurdy joins The Growth Studio to share how his team is transforming distribution through AI.
TIFIN Board Welcomes Palantir’s Lila Flores, enhancing its expertise AI Commercialization
TIFIN today announced the appointment of Lila Flores, a senior executive at Palantir, to its Board of Directors. Flores brings a rare mix of Wall Street, national policy, renewable energy, and advanced technology experience critical as enterprises navigate real-world AI adoption.
Seeing the Unseen: How Advisors Turn Held Away Assets Into Growth
With trillions in forgotten 401(k)s and held away accounts, advisors equipped with AI-powered visibility can uncover new growth within their existing relationships.
The Strategic Power of a Firm-Branded DAF in an M&A World
In a consolidating market, philanthropy drives growth. A firm-branded DAF anchors assets, strengthens relationships, and differentiates your brand.
Podcast: Turning AI Pilots into Enterprise Wins
TIFIN President Rob Pettman joins WealthTech on Deck host Jack Sharry to explore how leading firms are moving beyond AI pilots to real commercial results — shifting focus from cost cutting to sustainable growth.
Podcast: How Philanthropy is Powering the Future of Growth
Philanthropy isn’t just generosity — it’s strategy. In this DAF Day discussion, Paul Lussow and Rob Kaufold explore how donor-advised funds (DAFs) are helping advisors and families align wealth with purpose.From legacy and stewardship to multi-generational engagement, they share how giving can be a catalyst for both impact and growth.
ASG and TIFIN @Work Deliver Curated Retirement Solutions for Law Firms
ASG and TIFIN @Work launch AI-driven retirement platform for law firms with Franklin Templeton, Equitable & Schwab to modernize benefits.
Philanthropy as a Growth Engine: Why Wealth Firms Need a Branded DAF
Wealth firms face mounting pressure to grow organically and retain client loyalty. A donor advised fund for firm strategy keeps charitable assets in-house, builds multi-generational connections, and extends the firm’s brand into philanthropy—turning giving into a true growth engine.
TIFIN Named Finalist in Three Categories for ThinkAdvisor 2025 Luminaries Awards
We’re proud to share that three of TIFIN’s businesses—TIFIN AG, TIFIN AMP, and TIFIN Give—have been named finalists in this year’s ThinkAdvisor Luminaries Awards, recognizing innovation and impact in wealth management.