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.
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.
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.
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.
Building Futures with Hope and Support
Vinay’s story shows that talent alone isn’t enough—it takes perseverance and ambition to unlock it. The Narotam Sekhsaria Foundation doesn’t just fund opportunities; it fuels confidence, purpose, and a sense of responsibility. The result: individuals who not only pursue their dreams but also strengthen the communities around them.
Before You Adopt AI: The 5 Due Diligence Questions Wealth Enterprises Can’t Ignore
Brooke Juniper’s latest piece lays out five critical AI due diligence questions wealth enterprises can’t afford to ignore. AI isn’t a black box. It either holds up under scrutiny—or it doesn’t.
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.
From Data to Decisions: AI’s Role in Portfolio Management
On Smarter Planner, Brooke Juniper, CEO of Sage, explores AI’s evolution in wealth advisory, from quant strategies to generative AI’s role in portfolio personalization and qualitative research.
Community, Connection, & Innovation – Reflecting on TIFIN Ideas day
In this white paper, TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need to consider when examining the impact of new AI technologies. Rob delves into some critical considerations for successfully evaluating and integrating AI technology into an advisory firm.