Concurrent Expands Partnership with TIFIN to Empower Advisors and Drive Better Investor Outcomes
“TIFIN AG’s capabilities allow us to prioritize effectively, ensuring our advisors focus their efforts on the opportunities that have the greatest potential for impact for both the client and the firm.”
— Casey Bates, Managing Director of Strategy and Growth at Concurrent
@Work Partners with HUB International to Enhance Participant Engagement
TIFIN @Work and HUB International announce a multi-year partnership to deliver AI-powered financial guidance through HUB’s retirement wellness platform.
Will AI Solve the Advisor Shortage or Put RIAs Out of Business?
In this sharp conversation on Investopedia’s “The Deep Dive”, Vinay joins host Jay Hummel to unpack how AI is transforming wealth advice—making it smarter, more scalable, and deeply personal.
TIFIN Introduces AXIS: A New Productivity Platform of AI agents for Asset and Wealth Enterprises
TIFIN launches AXIS, an AI agent platform built with early RIA partners to streamline middle office operations across onboarding, servicing, and trading.
TIFIN Named to the 2025 Vault Fintech 100
TIFIN has been recognized on the inaugural Vault Fintech 100, a list celebrating the most intentional, elevated workplaces for emerging fintech talent. This recognition highlights TIFIN’s commitment to investment innovation, client outcomes, and purpose-driven growth.
Give, a TIFIN Company, Refines Focus on Scaling Donor-Advised Fund Solutions with Giving Place Acquisition by Foundation Source
Give, a TIFIN company, sold Giving Place to Foundation Source to double down on DAF innovation.
TIFIN AG Expands RIA Momentum with SteelPeak Partnership to Drive Organic Growth
TIFIN AG partners with SteelPeak Wealth to deliver AI-powered asset consolidation and drive scalable, personalized growth.
Former Franklin Templeton Exec Joins TIFIN to Strengthen Executive Team
Harshendu Bindal is leading TIFIN’s global growth strategy as Chief Global Officer and CEO of Magnifi, driving expansion and scaling of the consumer platform worldwide.
Magnifi by TIFIN Named Best Retail Investment Company by Fintech Breakthrough for 2025
TIFIN Magnifi Named Best Retail Investment Company by FinTech Breakthrough for the Second Year in a Row Winning once is exciting. Winning twice is intentional. We’re proud to share that TIFIN Magnifi has been recognized by FinTech Breakthrough as the Best Retail Investment Company for 2025, following last year’s award as Best Fintech Startup. These […]
Brian McDonald Joins TIFIN as Executive in Residence
TIFIN Give now integrates Single-Charity Funds, enabling financial advisors to help clients optimize required minimum distributions while maximizing charitable impact. With $18 trillion to transfer in generational wealth, advisors who overlook giving strategies risk a major opportunity.