Why Wealth Firms and Asset Managers Need Intelligence More Than Access
Broader access to private markets brings broader complexity. In this new era, wealth firms and asset managers need intelligence, not just access, to determine readiness, ensure suitability, and guide smarter engagement across advisors, wholesalers, and clients.
TIFIN Appoints Andrew Dahlinghaus as Chief Operating Officer
TIFIN appoints Andrew Dahlinghaus as COO, adding deep regulatory and operational expertise to drive the company’s next stage of AI growth.
TIFIN and Chariot Partner to Transform Grant Payments
TIFIN Give partners with Chariot to deliver faster, safer DAF grant payments, enhancing transparency and reliability for nonprofits and donors.
Giving Tuesday 2025: Why Technology Should Enable Generosity, Not Replace It
Giving Tuesday highlights a simple truth: people want to give with purpose, not complexity. As DAFs grow and technology evolves, donors are looking for guidance, transparency, and tools that make generosity easier to act on.
Alera Group Partners with Give, a TIFIN platform, to Launch White-Labeled Donor-Advised Fund Platform for Clients
Alera Group partners with TIFIN Give to launch a white-labeled donor-advised fund platform, combining AI-driven philanthropy with wealth management to help clients give with intent and advisors deliver a seamless digital giving experience.
Financial-Planning.com on AI Capabilities Advisors Need
TIFIN AXIS’s Jonathan Michael on the shift from chatbots to agentic AI that executes complex, autonomous workflows: “AI is moving towards software doing the actual work.” Agentic AI solves integration chaos, enabling TIFIN AXIS to automate advisor transitions and reduce onboarding time from 90 days to 14 days.
Turning Philanthropy into a Strategic Advantage
Philanthropy is no longer a side conversation. It’s a growth strategy. As wealth managers face fee compression and rising expectations, branded donor-advised funds (DAFs) are helping firms align purpose with performance, retain assets, and create multi-generational loyalty.
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.