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.
TIFIN Announces Sale of Its Stake in Paralel Technologies
TIFIN, the leading AI for wealth platform, has announced the sale of its stake in Paralel Technologies to SLCT Holdings, an existing investor of Paralel. Paralel was initially founded under TIFIN in 2020 and has achieved significant milestones, reaching profitability and servicing more than $15 billion in assets across open-end fund, closed-end fund and ETF clients.
How Data Science Helps Drive Organic Growth in Wealth Management
The use of AI can assist firms to better understand client behaviors, identify high-value opportunities and optimize their outreach efforts.
TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group.
TIFIN makes its international debut with the launch of TIFIN India. The launch of TIFIN India represents an important milestone in TIFIN’s vision to take its expertise in both direct-to-consumer (DTC) and business-to-business (B2B) AI for wealth applications to global markets.
TIFIN named as one of CNBC’s The World’s Top Fintech Companies 2024
TIFIN is listed among 250 of the world’s top companies across wealth technology, payments, digital assets, and other categories. We are proud to be chosen from over 2,000 deserving companies that were under consideration.
Whitepaper: What Wealth Enterprises Should Consider When Adopting AI
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.
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.