Designing A Generative AI Assistant For Private Markets
We spoke with Samuel Ganeles, director of enterprise sales at Helix, to learn about their groundbreaking project: the industry’s first conversational, natural language investment assistant tailored for private markets and alternative investments.
Jeannette Kuda Joins TIFIN AG as Chief Operating Officer
The former LPL executive, Jeannette Kuda, joins TIFIN AG to lead the firm’s next stage of growth driving net asset growth for wealth enterprises
Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio
TIFIN announces the appointment of Rob Pettman, former LPL executive and industry veteran, as its Chief Revenue Officer and President.
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 […]
[CityWire] TIFIN AI spinoff hires LPL and Envestnet veteran Todd Cooper as chief revenue officer
An arm of artificial intelligence-powered fintech firm TIFIN has brought on a former LPL Financial executive Todd Cooper to serve as the firm’s new chief revenue officer.
ADVISE AI conference to showcase practical uses of AI for advisors; register now
Financial Planning and its parent company, Arizent, are launching ADVISE AI, a first-of-its-kind conference that will bring artificial intelligence in wealth management to life.
TIFIN AG acquires new capabilities from WestCap to Accelerate AI Platform for Wealth Managers
New partnership and capabilities follow the recent spin-off of TIFIN AG with a seasoned board
[Digital Wealth News] How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their Existing Data Through AI-Powered Insights
DWN recently connected with Jeff Koeneman, Chief Experience Officer of TIFIN AG, a technology platform that serves as the AI partner driving asset growth for wealth enterprises.
TIFIN taps ex-BlackRock exec to lead advisor AI platform
The former Blackrock executive joins to accelerate the adoption of investment-related conversational AI capabilities within Wealth Enterprise firms.
TIFIN Named “Best Fintech Startup” in 8th Annual FinTech Breakthrough Awards Program
Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World