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TIFIN’s Wealth division announces the industry’s first AI platform for client personalization
November 1, 2022
The launch brings together several wealth capabilities and real-time business intelligence to advance personalization-led growth for wealth enterprises and financial advisors.
Magnifi Survey Finds More Than Half of Americans Not on Track to Achieve Financial Goals This Year
October 31, 2022
Magnifi shares five year-end tips to help Americans make the most of their investments.
TIFIN announces premium Magnifi “Personal” subscription plan to empower more intelligent DIY investing
October 13, 2022
Magnifi’s 175,000+ customers now have the option to upgrade their subscriptions to a $14/month premium plan that includes an always-on AI-powered investing assistant, guided portfolio building,…
Magnifi by TIFIN has won the 2022 WealthManagement.com 2022 Industry award for “Excellence in Artificial Intelligence” among Technology Providers
September 21, 2022
Previously, TIFIN was named a finalist 7 times from nearly 1,000 submissions.
TIFIN identified as the 3rd fastest growing start up in Colorado
August 24, 2022
Coloradostartups.org using Crunchbase’s “Rank” metric, has identified TIFIN as the 3rd fastest growing startup in Colorado founded within the last 10 years!
TIFIN and ETFMG announce expanded partnership to promote thematic ETFs to active investors and advisors on Magnifi
August 18, 2022
ETFMG will sponsor four additional themes in TIFIN’s Magnifi marketplace. This follows existing distribution partnerships between ETFMG, Breakwave Advisors, and TIFIN.
President and CRO Jack Swift on customized wealth management and elevated client experiences
August 3, 2022
Watch Jack's panel on how technology can deliver customized wealth management and elevated client experiences
TIFIN officially certified as a “Great Place To Work”
July 29, 2022
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)…
TIFIN Wealth announces strategic partnership with Chalice Network and their community of 60,000+ advisors
July 25, 2022
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
Magnifi by TIFIN Announces International Expansion Through Acquisition and Integration of SharingAlpha’s Professional Investor Community
July 14, 2022
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…