Graham Day Joins TIFIN as Director of Strategic Development to Drive Growth and Innovation in Financial Technology

TIFIN welcomes Graham Day as Director of Strategic Development. With over 20 years of experience in financial services, Graham will spearhead growth initiatives in the insurance vertical, starting with TIFIN AMP, and lead efforts to elevate the IP business, driving innovation and strategic development across the financial technology sector.
Concurrent & TIFIN @Work Partner to Enhance Workplace Financial Solutions

TIFIN @Work and Concurrent join forces to deliver AI-driven, personalized workplace financial solutions, improving outcomes for employees, employers, and advisors with tailored financial strategies.
2024 CO Governor’s Citizenship Medal Recipients Announced with CIVICO

TIFIN CEO Vinay Nair receives the Growth & Innovation Medal, honoring his fintech leadership, ingenuity, and impact on Colorado’s entrepreneurial landscape.
Alera Group Deploys TIFIN @Work’s AI-Powered Platform

Retirement Plan Services practice adds platform to fuel advisor growth and dynamically address plan participants’ individual needs
AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors
TIFIN Give Launches Novel Philanthropy Feature Enabling Donors to Mobilize Communities Through Donor-Advised Funds

TIFIN Give launches first-of-its-kind feature, enabling donors to create public campaigns and drive community engagement from a unified platform.
TIFIN AG Announces Strategic Partnership with GenWealth Financial Advisors

TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.
Helix by HL Wins New Product Development Award at the 2024 Wealth Management Industry Awards

Helix by Hamilton Lane and TIFIN wins the New Product Development award at the 2024 Wealth Management Industry Awards, recognizing its AI-powered platform’s role in helping advisors diversify clients’ portfolios in the private markets.
TIFIN AG Announces Strategic Partnership with GenWealth Financial Advisors
TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.
Helix by HL Wins New Product Development Award at the 2024 Wealth Management Industry Awards

In a rapidly evolving economic landscape, financial advisors are increasingly seeking innovative solutions to diversify their clients’ portfolios. Helix by HL, an AI-powered platform for private market investments, has emerged as a leader in this space, recently winning the prestigious New Product Development award at the 2024 Wealth Management Industry Awards.