TIFIN Wealth and the Financial Planning Association Partner to Expand Access to Personalized Investment Platform for Financial Planners
TIFIN Wealth, the AI Engine for Organic Growth, announces a significant step forward in supporting the growth of independent financial planners in partnership with the Financial Planning Association® (FPA®).
Introducing “Money Assistant”: A Groundbreaking Podcast by Money News Network and Magnifi
Money News Network and Magnifi Join Forces to Understand American’s Money Questions and Help Solve Them With AI.
TIFIN AMP, the AI platform for distribution in the asset management industry, appoints senior executive leadership
Sal Gagliano, formerly from Broadridge, joins as Chief Executive Officer.
Charlie Shaffer, formerly from Russell Investments, joins as President and Chief Revenue Officer. The hires follow TIFIN AMP’s Series A with Motive Partners in June of 2023.
TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact and Innovation
Stacy Carter joins as the COO of TIFIN and Bhavna Thakur joins as the COO of TIFIN.AI.
TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech Innovation
The new initiative is dedicated to conceiving and developing TIFIN’s second cohort of AI-powered fintech companies focused on better wealth outcomes for individuals. JP Morgan joined TIFIN to lead the funding for TIFIN.AI.
Magnifi Launches Linked Account Capability to Create Unified Investment Management for Its Subscribers
New ‘linked investments’ feature now has over $150 million in linked assets to enhance investing advice to subscribers.
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
TIFIN, the AI platform for wealth, and leading global private markets investment manager Hamilton Lane (Nasdaq: HLNE), today announced the launch of a new AI-powered investment assistant.
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
TIFIN AMP announces the successful close of a Series A round and the establishment of a new board independent from parent company TIFIN.
TIFIN AMP announces spinoff with independent Series A funding, Backed by Motive Partners and TIFIN
TIFIN AMP announces the successful close of a Series A round and the establishment of a new board independent from parent company TIFIN.
Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform
The launch of “BlueGive” follows a successful Beta test in Q1 2023, and accelerates organic growth for the Ronald Blue Trust network of advisors.