Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio
The former LPL executive joins to lead the adoption of TIFIN’s AI-centric platforms at leading wealth enterprise firms Boulder, CO and New York, April 16th, 2024 – TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Rob Pettman as its Chief Revenue Officer and President. In his new role, Pettman will report directly to […]
SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence
Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth OAKS, Pa., Feb. 21, 2024 – SEI® (NASDAQ:SEIC) today announced a strategic investment of $10 million in TIFIN, a leading innovation platform accelerating the adoption of artificial intelligence (AI) in wealth management. TIFIN’s pace of development and breadth of AI solutions—combined with SEI’s scale, technology, and distribution—will help […]
TIFIN Give expands its reach as a leading technology powered philanthropy platform for wealth enterprises
Through the acquisition of Giving Place, TIFIN Give expands its capabilities to service family offices and foundations. The combined firm now oversees $670 Million in philanthropy assets and helped facilitate $40 Million in charitable donations in 2023. BOULDER, Colo. and NEW YORK, February 1st, 2024 — TIFIN, a leading AI and innovation platform, today announced its philanthropy platform TIFIN Give has […]
In This Season of Giving, Spread the Word About DAFs
By Cor Hoekstra, TIFIN Give Americans are a generous people – in 2022, U.S. giving was almost half a trillion dollars, with about $320 million of that coming from individuals (National Philanthropic Trust). With the year-end giving season upon us, it also makes this a natural time for financial advisors and wealth managers to talk […]
Intelligent Charitable Planning: The Next Big Thing in Wealth
Advisors, Employers and DAFs Can Make Everyone a Philanthropist By Cor Hoekstra, TIFIN Give Research shows that given the means, most people want to leave a legacy and contribute to causes that are important to them. However, few have access to sophisticated giving vehicles – they are limited to one-time or recurring donations to hand-selected […]
TIFIN Wealth and Morgan Stanley at Work Launches Charitable Giving Solution to Further Enhance Comprehensive Suite of Workplace Offerings
The new solution allows employers to customize and scale charitable giving within the workplace Corporate clients and employees can open, fund, and manage their own giving account BOULDER & NEW YORK, Oct 2nd, 2023 – Morgan Stanley at Work, a leading provider of workplace financial solutions, today announced a new charitable giving solution, which simplifies corporate […]
Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform
The launch of “BlueGive” follows a successful Beta test in Q1 2023, and accelerates organic growth for the Ronald Blue Trust network of advisors TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue Trust. The two firms are launching BlueGive, […]
Bloomberg Tax: Digital Distribution Will Aid Adoption of Tax-Efficient DAFs
TIFIN closes $109 million in Series D at a $842 million valuation; adds Franklin Templeton and Motive Partners to its group of Investors.
J.P. Morgan and Hamilton Lane add to their prior investments; Funding in Series A, B, C and D totals ~$204 million in last eighteen months BOULDER & NEW YORK, May 12, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the successful closing […]
Digital Distribution Will Aid Adoption of Tax-Efficient DAFs
By Dr. Vinay Nair Donor-Advised Funds, or DAFs, provide unique tax benefits. But the future of DAFs should align with the future of giving, says TIFIN CEO and founder Vinay Nair, and modern fintech promises to democratize personalized giving. DAFs are now the fastest-growing philanthropic vehicle in the US. With more than one million funded […]