Former Envestnet/Yodlee executive will lead the recently announced platform that combines risk, planning and financial personality to help wealth managers know and convert their prospects through…

TIFIN’s Louise platform that allows advisors to enable personalized giving for their client families acquires Amicus.io to broaden access and meet clients’ giving needs without minimums.

Magnifi Media by TIFIN will launch a slate of shows featuring one-on-one interviews with leading Wall Street luminaries starting Friday, March 4, with the inaugural episodes featuring SkyBridge…

Commonwealth and Sanctuary Wealth are among firms that have signed on to use Clout by TIFIN to help drive growth for their advisors

TIFIN Grow combines TIFIN’s Risk, Planning, Financial Personality and other related capabilities to drive personalization at scale. Adds to TIFIN Wealth’s capabilities of personalized communications…

Jill Malandrino of Nasdaq Tradetalk discusses future of finance and wealthtech with TIFIN Founder and CEO Vinay Nair who highlights the benefits of personalization to help the end investor.

Jackie DeAngelis of Fox Business discusses The future of fintech with TIFIN Founder & CEO Vinay Nair who speaks about the importance of personalization to help investors and advisors.

The addition of Investors Alley builds on the momentum of recent acquisitions by Financial Answers of Stock News Network and Wealthpop; follows recently announced series C with strategic investors…

Expansion into Private Markets, Philanthropy and Planning follows recent oversubscribed Series C that valued the firm at $448mm and included Hamilton Lane, a leading private markets investment…

Wealthmanagement.com's Wealthies Circle podcast episode with Senior Technology Editor Davis Janowski featuring Jack Swift, senior partner and president of The TIFIN Group.