Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform
The AI-powered platform has two-way integration with Salesforce, email applications and social media platforms that will allow Hightower advisors to improve collaboration and measurement and deliver meaningful growth outcomes.
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
TIFIN’s Financial Answers Acquires Two Additional Digital Assets To Expand Its Consumer Data Platform
Acquisition of All Star Charts and INO.com extends Financial Answers’ universe to more than three million engaged retail investors
Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset Management Industry
Harbor Capital Advisors to leverage Distill by TIFIN, enabling asset managers to personalize engagement with financial advisors and drive growth
[LendIt Fintech News] How TIFIN leverages tech to drive personalization of wealth management
TIFIN focuses on making the wealth generation experience more engaging for the individual, whether the professional financial advisor or independent investor. The key is through focusing on personalization opportunities.
Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow
Former Envestnet/Yodlee executive will lead the recently announced platform that combines risk, planning and financial personality to help wealth managers know and convert their prospects through hyper-personalized investing at scale.
TIFIN Announces the Expansion of its Fintech Platform for Personalized Charitable Giving to Democratize Access to Donor Advised Funds
TIFIN’s Louise platform that allows advisors to enable personalized giving for their client families acquires Amicus.io to broaden access and meet clients’ giving needs without minimums.
Magnifi Media’s Inaugural Programming Features Interviews with Anthony Scaramucci and Kyle Bass
Magnifi Media by TIFIN will launch a slate of shows featuring one-on-one interviews with leading Wall Street luminaries starting Friday, March 4, with the inaugural episodes featuring SkyBridge Capital founder Anthony Scaramucci with a follow-on interview next week with Kyle Bass, Founder and CIO of Hayman Capital Management.
TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through its AI-powered Platform for Personalized Engagement
Commonwealth and Sanctuary Wealth are among firms that have signed on to use Clout by TIFIN to help drive growth for their advisors
TIFIN Wealth Launches TIFIN Grow with Over 500 Financial Advisors Using AI and Investment Intelligence Driven Personalization
TIFIN Grow combines TIFIN’s Risk, Planning, Financial Personality and other related capabilities to drive personalization at scale. Adds to TIFIN Wealth’s capabilities of personalized communications and marketing, allocation to alternatives, and personalized giving through Donor Advised Funds (DAFs).