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Investment Insights
Image for TIFIN AG acquires new capabilities from WestCap to Accelerate AI Platform for Wealth Managers
Press Release

TIFIN AG acquires new capabilities from WestCap to Accelerate AI Platform for Wealth Managers

In partnership with the strategic operating and investing firm WestCap, TIFIN AG is set to acquire capabilities from the firm’s in-house Technology Practice which is dedicated to building AI and data science solutions for WestCap and its portfolio companies.
Image for [CNBC] TIFIN’s Founder & CEO Vinay Nair on new era of AI-driven investing
News

[CNBC] TIFIN's Founder & CEO Vinay Nair on new era of AI-driven investing

Founder & CEO Dr. Vinay Nair joined CNBC's Closing Bell to discuss how Magnifi by TIFIN is ushering in a new era of AI-driven investing. Magnifi now has 40,000+ investors who have connected over $1.5B in linked accounts to have a full view of their wealth and make more informed investing decisions.
Image for TIFIN announces Brooke Juniper as CEO of its AI-powered Investment Assistant, Sage
Press Release

TIFIN announces Brooke Juniper as CEO of its AI-powered Investment Assistant, Sage

The former Blackrock executive joins to accelerate the adoption of investment-related conversational AI capabilities within Wealth Enterprise firms.
Image for TIFIN Named “Best Fintech Startup” in 8th Annual FinTech Breakthrough Awards Program
Press Release

TIFIN Named "Best Fintech Startup" in 8th Annual FinTech Breakthrough Awards Program

TIFIN has been selected as winner of the “Best FinTech Startup” award in the 8th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market today.
Image for TIFIN AG Announces Collaboration with RBC Wealth Management-U.S. to Deepen Advisor-Client Relationships
Press Release

TIFIN AG Announces Collaboration with RBC Wealth Management-U.S. to Deepen Advisor-Client Relationships

All financial advisors at RBC Wealth Management-U.S. now have access to AI-Powered Insights, a new program that uses artificial intelligence to observe client behaviors and patterns to identify those who might have money in motion following a significant financial event.
Image for SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence
Press Release

SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence

Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth.
Image for TIFIN AMP’s Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution
Press Release

TIFIN AMP's Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution

The combined technology unifies and enriches firm data sources and generates real-time, predictive insights to increase client engagement and drive sales conversion rates.
Image for TIFIN Give expands its reach as a leading technology powered philanthropy platform for wealth enterprises
Press Release

TIFIN Give expands its reach as a leading technology powered philanthropy platform for wealth enterprises

The combined firm powers Charitable Giving through advisors, the workplace, foundations, and family offices. It oversees $670 Million in philanthropy assets and helped facilitate $40 Million in charitable donations in 2023.
Image for [Financial Planning] Don’t fear the robots: the case for deploying AI in wealth management
Thought Leadership

[Financial Planning] Don't fear the robots: the case for deploying AI in wealth management

As big-name wealth management firms race to invest in and adopt artificial intelligence technology, financial advisors will become fast friends with the robots, according to experts.