Magnifi now providing AI-powered investment intelligence on over $2B of linked self-directed assets
Magnifi users have now linked more than $2 billion in assets across their brokerage and self-directed accounts, showing impressive growth in the demand that individual investors have for AI-powered investment support.
TIFIN Give and AssetMark Announce New Collaboration to Create A Modern Donor-Advised Fund Platform for Financial Advisors and Their Clients
TIFIN Give, a modern philanthropy platform serving families, employees, and other cause-based communities, is thrilled to announce a new strategic relationship with AssetMark, a prominent wealth management platform provider.
Focused on the Future Podcast: TIFIN’s Vinay Nair on AI and Embracing Reinvention
TIFIN’s founder discusses the opportunities and challenges AI presents and the importance of adaptability for achieving success.
Ken Denman Joins TIFIN’s Board of Directors
TIFIN’s distinguished board welcomes the seasoned executive and advisor to help guide the firm’s continued growth and build stronger ties with the technology ecosystem.
[American Banker] RBC rolls out AI-based tools to financial advisors
Royal Bank of Canada’s U.S. wealth management arm has partnered with TIFIN AG to provide RBC’s team of advisors with a suite of artificial intelligence tools for deepening client relationships and spotting potential missed opportunities.
Jeannette Kuda Joins TIFIN AG as Chief Operating Officer
TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Jeannette Kuda, as Chief Operating Officer of its TIFIN AG platform.
AI, Technology, and the Advisor-Client Relationship – Founder & CEO Dr. Vinay Nair in the IWI Monitor
Founder & CEO Dr. Vinay Nair recently spoke with Investments & Wealth Institute Monitor Editorial Advisory Board Chair Avi Sharon about using artificial intelligence and technology more broadly to impact the world of financial advice and the advisor-client relationship. Read their conversation in the most recent edition of the Investments & Wealth Monitor.
Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio
TIFIN announces the appointment of Rob Pettman as its Chief Revenue Officer and President. In his new role, Pettman will report directly to TIFIN’s Founder and CEO, Dr. Vinay Nair.
TIFIN AG acquires new capabilities from WestCap to Accelerate AI Platform for Wealth Managers
In partnership with the strategic operating and investing firm WestCap, TIFIN AG is set to acquire capabilities from the firm’s in-house Technology Practice which is dedicated to building AI and data science solutions for WestCap and its portfolio companies.
[CNBC] TIFIN’s Founder & CEO Vinay Nair on new era of AI-driven investing
Founder & CEO Dr. Vinay Nair joined CNBC’s Closing Bell to discuss how Magnifi by TIFIN is ushering in a new era of AI-driven investing. Magnifi now has 40,000+ investors who have connected over $1.5B in linked accounts to have a full view of their wealth and make more informed investing decisions.