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Tag: Thought Leadership

Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio

TIFIN announces the appointment of Rob Pettman, former LPL executive and industry veteran, as its Chief Revenue Officer and President.

Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio

The former LPL executive joins to lead the adoption of TIFIN’s AI-centric platforms at leading wealth enterprise firms    Boulder, CO and New York, April 16th, 2024 – TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Rob Pettman as its Chief Revenue Officer and President. In his new role, Pettman will report directly to […]

Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio

TIFIN announces the appointment of Rob Pettman as its Chief Revenue Officer and President. In his new role, Pettman will report directly to TIFIN’s Founder and CEO, Dr. Vinay Nair.

ADVISE AI conference to showcase practical uses of AI for advisors; register now

ADVISE|AI

Financial Planning and its parent company, Arizent, are launching ADVISE AI, a first-of-its-kind conference that will bring artificial intelligence in wealth management to life.

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

New partnership and capabilities follow the recent spin-off of TIFIN AG with a seasoned board

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.

TIFIN taps ex-BlackRock exec to lead advisor AI platform

Brooke Juniper, CEO Sage

The former Blackrock executive joins to accelerate the adoption of investment-related conversational AI capabilities within Wealth Enterprise firms.

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.

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

Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World

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.

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