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 AMP’s Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution

The combined technology unifies and enriches firm data sources and generates real-time, predictive insights to increase client engagement and drive sales conversion rates. BOULDER, Colo. and NEW YORK, NY, Feb 8th, 2024 – TIFIN AMP, the cutting-edge AI platform modernizing Asset Management distribution, has expanded its capabilities to optimize data integration and distribution intelligence for […]
TIFIN AMP’s Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution

The combined technology unifies and enriches firm data sources and generates real-time, predictive insights to increase client engagement and drive sales conversion rates.
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 […]
TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets

The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors
[Financial Planning] Don’t fear the robots: the case for deploying AI in wealth management
[Financial Planning] Don’t fear the robots: the case for deploying AI in wealth management

As big-name wealth management firms race to invest in and adopt artificial intelligence technology, financial advisors will become fast friends with the robots, according to experts.
[Wealth Management] TIFIN, Franklin Templeton To Launch TIFIN @Work
TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness Solution for Employees

The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits and financial wellness BOULDER, Colo., NEW YORK, and SAN MATEO, CA, January 04, 2024 — TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, a global leader in asset management, have announced a partnership to launch TIFIN […]
Game-Changing BetaNXT Partnership

By Sal Gagliano, CEO of TIFIN AMP Revolutionizing Asset Management Distribution with a Unique Wealth Partner: TIFIN AMP & BetaNXT Unite TIFIN AMP and BetaNXT have joined forces to redefine intermediary distribution for asset managers in a game-changing move. This strategic alliance blends TIFIN AMP’s AI-driven insights with BetaNXT’s unmatched data capabilities, empowering asset managers […]