Read the latest news and insights from TIFIN

President and CRO Jack Swift on customized wealth management and elevated client experiences

Watch Jack's panel on how technology can deliver customized wealth management and elevated client experiences


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TIFIN officially certified as a “Great Place To Work”

TIFIN was selected by review of our employee engagement survey, which identified our employees select TIFIN as a “Great Place to Work” at a higher rate than a typical company (82% in the 2022 survey)…


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TIFIN Wealth announces strategic partnership with Chalice Network and their community of 60,000+ advisors

TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers


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Magnifi by TIFIN Announces International Expansion Through Acquisition and Integration of SharingAlpha’s Professional Investor Community

TIFIN’s Magnifi has acquired leading financial professional community SharingAlpha to establish an international presence. The acquisition follows the announcement of former Envestnet exec Jason…


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Whitepaper: Top 5 Investing Themes in 2022 on Magnifi by TIFIN

Explore the top 5 themes that we believe will drive investing over the next year. Magnifi by TIFIN provides easy access to investments and investment intelligence and lowers the barriers to…


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TIFIN Announces Key Hires Across Distribution Partnerships and International Expansion To Drive Continued Growth

TIFIN has added former Envestnet exec Jason O'Shaughnessy to lead international expansion and former Blackrock and Nuveen exec Tim Stegner to expand distribution partnerships with investment…


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TIFIN has been nominated 7 times as a finalist for the 2022 Wealth Management Industry Awards!

TIFIN was named a finalist 7 times from nearly 1,000 submissions. Only 225 companies were selected as finalists, and TIFIN was the 2nd most awarded company in the industry.


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[Video – Wealthmanagement.com] The Imperative for Investment Personalization – TIFIN President Jack Swift

TIFIN President and CRO Jack Swift shares why investment personalization is no longer optional, and advisors who delay in incorporating it into their practice may fall behind when it comes to…


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[Video CNBC – Closing Bell] Magnifi Mentor is like Siri or Alexa went to investment school, says TIFIN’s Vinay Nair

Vinay Nair, TIFIN founder and CEO, joins ‘Closing Bell: Overtime’ to discuss AI powered investing and his company’s newly launched Magnifi Mentor program.


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TIFIN Announces Magnifi Mentor, The First Conversational AI-Powered Assistant Designed For Investing

Magnifi also reaches the 100 million search results milestone and announces Jon Klaff, former executive from Meta Financial and Paypal as GM, Consumer.


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