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Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow
March 29, 2022
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 Announces the Expansion of its Fintech Platform for Personalized Charitable Giving to Democratize Access to Donor Advised Funds
March 22, 2022
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’s Inaugural Programming Features Interviews with Anthony Scaramucci and Kyle Bass
March 5, 2022
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…
TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through its AI-powered Platform for Personalized Engagement
February 16, 2022
Commonwealth and Sanctuary Wealth are among firms that have signed on to use Clout by TIFIN to help drive growth for their advisors
TIFIN Wealth Launches TIFIN Grow with Over 500 Financial Advisors Using AI and Investment Intelligence Driven Personalization
February 8, 2022
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…
[ Video – Nasdaq Tradetalks] TIFIN’s Vision of the Future with Founder & CEO Vinay Nair
February 3, 2022
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.
[Video – Fox Business] The future of fintech with TIFIN Founder & CEO Vinay Nair
December 29, 2021
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.
TIFIN expands its data and investor reach with acquisition of Investors Alley through its Financial Answers division
December 14, 2021
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…
TIFIN Expands its WealthTech Division Capabilities with an Agreement to Acquire Qualis Capital; Announces Launch of Louise and PlanIQ
December 1, 2021
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…
Podcast: The Future of Technology is Now with Jack Swift
November 5, 2021
Wealthmanagement.com's Wealthies Circle podcast episode with Senior Technology Editor Davis Janowski featuring Jack Swift, senior partner and president of The TIFIN Group.