AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP Capital
The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the private markets with more confidence.
Intelligent Charitable Planning: The Next Big Thing in Wealth
Advisors, Employers and DAFs Can Make Everyone a Philanthropist By Cor Hoekstra, TIFIN Give Research shows that given the means, most people want to leave a legacy and contribute to causes that are important to them. However, few have access to sophisticated giving vehicles – they are limited to one-time or recurring donations to hand-selected […]
Users link over $500M in self-directed assets on Magnifi, the AI-powered financial co-pilot for individual investors
Magnifi from TIFIN now provides answers to financial questions of over 45,000 subscribed users.
The Data-Driven Path to Wealth Management Growth
Harness the power of data science to grow your firm. Watch a replay of our recent webinar that explores the challenges and opportunities in driving organic growth in the wealth management landscape – and the essential role that data science must play. TIFIN Wealth’s Head of Enterprise Success and Chief Product Officer shed light on why […]
Growing an Independent Advisory Practice: Thriving Through Innovation and Partnership
How are you helping clients reach their most pressing financial goals? Watch a replay of an insightful webinar featuring Bill Sowell, Founder & CEO of Sowell Management, and April Rudin, Founder & CEO of The Rudin Group, as they explore how a forward-thinking mindset and affinity for strategic partnerships can lead to outsized growth. Key […]
TIFIN Founder & CEO Dr. Vinay Nair named one of the ‘Most Admired CEOs’ by the Denver Business Journal
The winners of this prestigious award were judged on their leadership, contributions and innovations within their organization, and their community involvement in the greater Denver Metropolitan area.
TIFIN Wealth and Morgan Stanley at Work Launches Charitable Giving Solution to Further Enhance Comprehensive Suite of Workplace Offerings
The new solution allows employers to customize and scale charitable giving within the workplace Corporate clients and employees can open, fund, and manage their own giving account BOULDER & NEW YORK, Oct 2nd, 2023 – Morgan Stanley at Work, a leading provider of workplace financial solutions, today announced a new charitable giving solution, which simplifies corporate […]
TIFIN Wealth and Morgan Stanley at Work Launches Charitable Giving Solution to Further Enhance Comprehensive Suite of Workplace Offerings
TIFIN Wealth and Morgan Stanley at Work, a leading provider of workplace financial solutions, today announced a new charitable giving solution, which simplifies corporate clients’ and their employees’ ability to donate through a donor advised fund (DAF) platform.
[Wealth Management] A Q&A with Dr. Vinay Nair, Founder of TIFIN
Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed.
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®).