TIFIN Give Launches first-of-its-kind Tax Intelligence for Philanthropy
TIFIN Give launches Tax Intelligence to scale tax gain harvesting—helping advisors spot tax-efficient DAF contributions and drive client growth.
Grantd Secures Strategic Funding to Expand AI-Powered Platform and Transform Equity Compensation Planning for Advisors
Grantd secures funding from Edward Jones Ventures and TIFIN Studios to expand its AI platform, helping advisors transform equity compensation into actionable wealth-building opportunities.
Before You Adopt AI: The 5 Due Diligence Questions Wealth Enterprises Can’t Ignore
Brooke Juniper’s latest piece lays out five critical AI due diligence questions wealth enterprises can’t afford to ignore. AI isn’t a black box. It either holds up under scrutiny—or it doesn’t.
The Top 25 WealthTech Companies of 2025
The Financial Technology Report is pleased to announce The Top 25 WealthTech Companies of 2025. TIFIN is applying artificial intelligence to help enterprises automate middle-office tasks and strengthen data-driven client engagement.
Podcast: Turning Data into Measurable Growth
In this episode of the Growth Studio, we sit down with Kevin Sullivan of Private Advisor Group to discuss how advisors can cut through the noise of fragmented data, use AI to prioritize the right opportunities, and engage clients at exactly the right time.
AI Policy and Adoption Playbook
Transforming AI Hype into Real Growth: A Practical Guide for Wealth Management Firms
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
The future of AI in finance isn’t scale alone, it’s verticalization. Purpose-built, industry-trained AI delivers precision, compliance, and measurable results.
TIFIN CEO Pioneers AI Solutions for Financial Services
Dr. Vinay Nair, founder and CEO of TIFIN, is developing AI solutions that modernize operations and improve decision-making across wealth management, insurance, and asset management.
Why Most AI in Workplace Finance Doesn’t Work
Most workplace AI assistants are just search bars with a fancy name — and in personal finance, that’s not enough. This white paper from Marc McDonough, CEO of TIFIN @Work, explores why most AI in workplace finance fails to deliver real value, and how AI agents and knowledge graphs can create truly personalized, actionable guidance.
Op-Ed: The “Advisory Firm of 1” — AI will change how your wealth is managed
The “RIA of 1” is here—AI lets a single advisor deliver faster, more personalized guidance to many more clients.