[Video – CNBC Squawk Box] Tifin CEO says that Investor interest in equity and crypto-focused funds picking up despite the sell-off
Vinay Nair said on CNBC’s Squawk Box – “People are looking for more things. We’ve seen an uptick from both consumers and advisors who are searching and asking more questions”
Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform
The AI-powered platform has two-way integration with Salesforce, email applications and social media platforms that will allow Hightower advisors to improve collaboration and measurement and deliver meaningful growth outcomes.
A Conversation with Breakwave Advisors: The Impact of Global Trade and Geopolitical Conflict on Dry Bulk Shipping Markets
Viewpoints investors, one of the TIFIN Financial Personality types, are interested in the emerging technologies, industries, and trends shaping the future. We sat down with Breakwave Advisors, creators of the Breakwave Dry Bulk Shipping ETF (BDRY), to learn more about one such industry, dry bulk shipping, and how it has been impacted by recent global […]
TIFIN closes $109 million in Series D at a $842 million valuation; adds Franklin Templeton and Motive Partners to its group of Investors.
J.P. Morgan and Hamilton Lane add to their prior investments; Funding in Series A, B, C and D totals ~$204 million in last eighteen months BOULDER & NEW YORK, May 12, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the successful closing […]
TIFIN closes $109 million in Series D at a $842 million valuation; adds Franklin Templeton and Motive Partners to its group of Investors.
J.P. Morgan and Hamilton Lane add to their prior investments; Funding in Series A, B, C and D totals ~$204 million in last eighteen months
Digital Distribution Will Aid Adoption of Tax-Efficient DAFs
By Dr. Vinay NairDonor-Advised Funds, or DAFs, provide unique tax benefits. But the future of DAFs should align with the future of giving, says TIFIN CEO and founder Vinay Nair, and modern fintech promises to democratize personalized giving. DAFs are now the fastest-growing philanthropic vehicle in the US. With more than one million funded DAF […]
5 Questions with Procure: The Importance of Satellite Communications in Modern Combat
When people think of investing in space, a key theme within the Viewpoints Financial Personality, they may not realize that satellites are an integral part of the sector. Satellites are of key importance for a variety of practical uses and current events have highlighted their value during geopolitical conflicts. We spoke to ProcureAM to learn more […]
TIFIN’s Financial Answers Acquires Two Additional Digital Assets To Expand Its Consumer Data Platform
Acquisition of All Star Charts and INO.com extends Financial Answers’ universe to more than three million engaged retail investors
A Conversation with Emles: Aerospace, Defense, and the Potential of U.S. Federal Contracts Investments
Security investors, one of the TIFIN Financial Personality types, are keen on knowing that their investments are protected across market cycles. We sat down with Emles, creators of the Federal Contractors ETF (FEDX), to learn how companies with high exposure to U.S. federal contracts may offer potentially stable through-the-cycle revenues. FEDX returns are designed to […]
How To Drive More Leads with Tailored Marketing
Wealth managers who are looking to grow their businesses ought to utilize marketing to create awareness for their services, nurture prospects, and keep clients engaged. A well-tailored marketing strategy helps guide prospects to become clients with strategic touch points that lead users to take desired actions. On average, it takes 13 touch points to convert […]