ETF Industry Vet Sharon French Joins Fintech Platform, TIFIN – ETF Trends
In a move that underscores the increasing importance of distribution in the ETF industry, financial industry veteran Sharon French recently joined emerging ETF and mutual fund platform TIFIN.
Morningstar Partnering With TIFIN’s Magnifi on Direct Indexing – WealthManagement.com
Magnifi’s natural language-powered search engine and product marketplace is getting thematic baskets built on Morningstar equity analyst research.
TIFIN Wealth Risk Alignment is now an approved vendor of Advisor Group
We are excited to partner with Advisor Group as an approved risk profiling vendor to its network of firms including FSC Securities Corporation, Royal Alliance, SagePoint Financial, Securities America, Triad Advisors, and Woodbury Financial. Advisors within Advisor Group can now access our unique, fact-based risk tolerance platform to better understand their clients. Schedule a demo to […]
How search engine Magnifi arms investors with intelligence – Fox Business
TIFIN Founder and CEO Vinay Nair explains how his fintech platform could shape the future of investing on Fox Business’ ‘The Claman Countdown’.
ARK Invest’s Cathie Wood joins the board of FinTech company TIFIN – CNBC’s Closing Bell
ARK Invest’s Cathie Wood joins the board of directors for FinTech company TIFIN. She joins ‘Closing Bell’ to discuss the business with TIFIN CEO Vinay Nair.
TIFIN Group Launches $100 Million Financial Media Acquisition Spree
Under the moniker FinancialAnswers.io, the Group has embarked on what is projected to be a $100 million acquisitions spree of financial media properties—more specifically “media firms with high quality, engaged audiences.”
Fintech Luminaries – Meet Niharika Shah of Clout
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Niharika Shah of Clout, a growth marketing fintech platform that leverages AI powered-content activated on digital and social media to enhance outcomes for investors, their advisors, and asset managers.
Tifin Group Raises $22.3M Series B To Incubate AdvisorTech Innovation.
This month’s edition kicks off with the big news that Tifin Group has raised $22M in Series B capital, shortly off the heels of its acquisition of Totum Risk and MyFinancialAnswers and its sale of 55IP to JP Morgan, in an ongoing effort to acquire smaller AdvisorTech companies, add both capital and additional developer resources, and try to incubate them to the next level of success in a world where most AdvisorTech solutions start out as undercapitalized “homegrown” solutions from advisors themselves.
TIFIN Group Buys Totum Risk, Financial Planning Tech To Launch New Platforms
Boulder, Colo.-based The TIFIN GROUP, a fintech holding company, announced today that it has added two new technology providers to its portfolio, including the risk profiling firm Totum Risk. The acquisitions also include a personal financial planning offering, myFinancialAnswers. Additional details of the acquisition were not announced. “TIFIN’s operating companies are building innovative fintech products […]
J.P. Morgan Asset Management agrees to acquire 55ip – a pioneer in delivering tax-smart investment strategies through model portfolios
J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company with proprietary capabilities empowering financial advisors to deliver tax-smart investment strategies at scale. The company will continue to operate as a separate entity, under its own brand, with the full support of J.P. Morgan and remains committed to serving its existing clients and enterprise partners. The terms of the deal were not disclosed.