TIFIN Announces the Expansion of its Fintech Platform for Personalized Charitable Giving to Democratize Access to Donor Advised Funds
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
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 Capital founder Anthony Scaramucci with a follow-on interview next week with Kyle Bass, Founder and CIO of Hayman Capital Management.
TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through its AI-powered Platform for Personalized Engagement
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
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 and marketing, allocation to alternatives, and personalized giving through Donor Advised Funds (DAFs).
TIFIN expands its data and investor reach with acquisition of Investors Alley through its Financial Answers division
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 that include Hamilton Lane, JP Morgan, Morningstar and Broadridge.
TIFIN Expands its WealthTech Division Capabilities with an Agreement to Acquire Qualis Capital; Announces Launch of Louise and PlanIQ
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 manager alongside additional investments from series B investors, JP Morgan, Morningstar and Broadridge.
TIFIN raises $47 million at a $447 million valuation and adds Hamilton Lane to its group of Strategic Investors that includes J.P. Morgan, Morningstar and Broadridge
The momentum in capital raising – closing Series A, B, and C rounds in under 12 months – is validating for TIFIN’s thesis that personalization and data are critical for the future of investment management.
TIFIN’s FinancialAnswers.io Acquires Financial News and Analysis Platform StockNews.com
Financial Answers has completed the acquisition of Stock News Network, the parent of StockNews.com.
Sharon French Joins TIFIN as Senior Partner, over 50 ETFs and Mutual Funds Use the Platform to Reach Financial Advisors and Investors
TIFIN welcomes Sharon French as Senior Partner. She will join the firm’s executive committee as well as spearhead its partnerships with asset managers.
TIFIN also announced the milestone of partnering with over 50 ETFs and Mutual Funds that are now using its subsidiaries to market and distribute to financial advisors and individual investors
Magnifi by TIFIN brings direct indexing to individual investors and announces managed portfolios based on indexes designed by Morningstar
TIFIN, a fintech platform using artificial intelligence and investment driven personalization to shape the future of investor experiences, announced today that its subsidiary, Magnifi, the world’s first natural-language-powered (NLP) investment marketplace, now offers portfolios of innovation stocks based on indexes designed by Morningstar, a leading provider of independent investment research, to empower investors with institutional style portfolios but without ETF or mutual fund wrappers that add additional expenses. With this new offering, Magnifi brings direct indexing directly to individual investors and enables a broad group of investors to access the skills of institutional experts.