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Investment Insights
Image for AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP Capital
Press Release

AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP Capital

The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the private markets with more confidence.
Image for Users link over $500M in self-directed assets on Magnifi, the AI-powered financial co-pilot for individual investors
Press Release

Users link over $500M in self-directed assets on Magnifi, the AI-powered financial co-pilot for individual investors

Magnifi from TIFIN now provides answers to financial questions of over 45,000 subscribed users.
Image for TIFIN Founder & CEO Dr. Vinay Nair named one of the ‘Most Admired CEOs’ by the Denver Business Journal
Press Release

TIFIN Founder & CEO Dr. Vinay Nair named one of the ‘Most Admired CEOs’ by the Denver Business Journal

The winners of this prestigious award were judged on their leadership, contributions and innovations within their organization, and their community involvement in the greater Denver Metropolitan area.
Image for TIFIN Wealth and Morgan Stanley at Work Launches Charitable Giving Solution to Further Enhance Comprehensive Suite of Workplace Offerings
Press Release

TIFIN Wealth and Morgan Stanley at Work Launches Charitable Giving Solution to Further Enhance Comprehensive Suite of Workplace Offerings

TIFIN Wealth and Morgan Stanley at Work, a leading provider of workplace financial solutions, today announced a new charitable giving solution, which simplifies corporate clients’ and their employees’ ability to donate through a donor advised fund (DAF) platform.
Image for [Wealth Management] A Q&A with Dr. Vinay Nair, Founder of TIFIN
Thought Leadership

[Wealth Management] A Q&A with Dr. Vinay Nair, Founder of TIFIN

Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed.
Image for TIFIN Wealth and the Financial Planning Association Partner to Expand Access to Personalized Investment Platform for Financial Planners
Press Release

TIFIN Wealth and the Financial Planning Association Partner to Expand Access to Personalized Investment Platform for Financial Planners

TIFIN Wealth, the AI Engine for Organic Growth, announces a significant step forward in supporting the growth of independent financial planners in partnership with the Financial Planning Association® (FPA®).
Image for [Financial Planning] How wealth management can apply AI … intelligently
Thought Leadership

[Financial Planning] How wealth management can apply AI … intelligently

Not all AI solutions are created equal. In this Financial Planning article, CEO Vinay Nair sets the record straight about the reality of AI and how it can move wealth management firms forward when applied intelligently.
Image for [International Banker] AI in financial services a transformational force beyond the hype
News

[International Banker] AI in financial services a transformational force beyond the hype

Explore the recent coverage of TIFIN in this article by leading finance and investment academic Constantin Gurdgiev in International Banker. He explores the potential transformational force that AI can create for the financial services industry and interviews our own Ian Rosen.
Image for Introducing “Money Assistant”: A Groundbreaking Podcast by Money News Network and Magnifi
Press Release

Introducing "Money Assistant": A Groundbreaking Podcast by Money News Network and Magnifi

Money News Network and Magnifi Join Forces to Understand American’s Money Questions and Help Solve Them With AI.