The Top 25 WealthTech Companies of 2025
The Financial Technology Report is pleased to announce The Top 25 WealthTech Companies of 2025. TIFIN is applying artificial intelligence to help enterprises automate middle-office tasks and strengthen data-driven client engagement.
Growth Studio Podcast
In this episode of the Growth Studio, we sit down with Kevin Sullivan of Private Advisor Group to discuss how advisors can cut through the noise of fragmented data, use AI to prioritize the right opportunities, and engage clients at exactly the right time.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
The future of AI in finance isn’t scale alone, it’s verticalization. Purpose-built, industry-trained AI delivers precision, compliance, and measurable results.
TIFIN CEO Pioneers AI Solutions for Financial Services
Dr. Vinay Nair, founder and CEO of TIFIN, is developing AI solutions that modernize operations and improve decision-making across wealth management, insurance, and asset management.
Why Most AI in Workplace Finance Doesn’t Work
Most workplace AI assistants are just search bars with a fancy name — and in personal finance, that’s not enough. This white paper from Marc McDonough, CEO of TIFIN @Work, explores why most AI in workplace finance fails to deliver real value, and how AI agents and knowledge graphs can create truly personalized, actionable guidance.
Op-Ed: The “Advisory Firm of 1” — AI will change how your wealth is managed
The “RIA of 1” is here—AI lets a single advisor deliver faster, more personalized guidance to many more clients.
TIFIN Expands AI Operations Creating Global Hub for Financial LLM Innovation and Expanding Access Through Multilingual AI
TIFIN has opened a multilingual LLM hub in India to accelerate around-the-clock development and expand personalized financial AI globally.
Podcast: AI-Powered Growth Across Wealth and Asset Management
In this exclusive conversation, Rob Pettman, President of TIFIN, and Steve Snyder, COO of Helix, dive into the rising momentum behind private market adoption and the persistent roadblocks wealth management firms face—especially around due diligence, data accessibility, and advisor enablement. Discussion highlights: Why alternative investments are critical for enhancing portfolio diversification and wealth outcomes The […]
Wall Street needs to develop its own AI systems, not rely on Big Tech
In this CNBC op-ed, Vinay Nair argues that financial institutions relying on generic AI risk falling behind. The real competitive edge will come from domain-specific models—purpose-built to translate financial intent into intelligent action.
DAFs as a Family Governance Tool
In an era where generational wealth is increasing—but so is generational divergence—Donor Advised Funds (DAFs) have emerged not only as vehicles for charitable giving but also as platforms for family unity, governance, and legacy transmission. For families navigating the complexities of wealth transfer, values alignment, and long-term planning, the DAF provides more than tax advantages—it […]