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Investment Insights
Image for TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group.
Press Release

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.
Image for TIFIN named as one of CNBC’s The World’s Top Fintech Companies 2024
News

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.
Image for Whitepaper: What Wealth Enterprises Should Consider When Adopting AI
Whitepaper

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.
Image for Magnifi now providing AI-powered investment intelligence on over $2B of linked self-directed assets
Press Release

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.
Image for TIFIN Give and AssetMark Announce New Collaboration to Create A Modern Donor-Advised Fund Platform for Financial Advisors and Their Clients
Press Release

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.
Image for Ken Denman Joins TIFIN’s Board of Directors
Press Release

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.
Image for [American Banker] RBC rolls out AI-based tools to financial advisors
News

[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.
Image for Jeannette Kuda Joins TIFIN AG as Chief Operating Officer
Press Release

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.
Image for AI, Technology, and the Advisor-Client Relationship – Founder & CEO Dr. Vinay Nair in the IWI Monitor
Thought Leadership

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.