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Investment Insights
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.
Image for Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio
Press Release

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.
Image for TIFIN AG acquires new capabilities from WestCap to Accelerate AI Platform for Wealth Managers
Press Release

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.
Image for [CNBC] TIFIN’s Founder & CEO Vinay Nair on new era of AI-driven investing
News

[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.
Image for TIFIN announces Brooke Juniper as CEO of its AI-powered Investment Assistant, Sage
Press Release

TIFIN announces Brooke Juniper as CEO of its AI-powered Investment Assistant, Sage

The former Blackrock executive joins to accelerate the adoption of investment-related conversational AI capabilities within Wealth Enterprise firms.