Wealthtech: TIFIN Wealth to Support Growth of Financial Advisors by Offering Personalized Investment Platform

TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA.

To support the smallest advisors to grow faster, TIFIN will “provide free access to the AI platform’s advanced investment assessment and proposal capabilities for NAPFA-affiliated advisors with less than $100M in assets under advice (AUA).”

Through this partnership, TIFIN aims “to support advisors seeking organic growth the most and who may otherwise be cost-sensitive.”

This partnership advances TIFIN Wealth’s mission “to make intelligent advice accessible to more individuals.”

This starts with “equipping independent financial advisors with cutting-edge technology to better serve their clients.” TIFIN Wealth sees NAPFA member advisors “who are fee-only, fiduciary financial planners as a major part of the future of the wealth management industry.”

Therefore, TIFIN Wealth is proud “to provide this NAPFA member benefit in support of their success; and to those that need that organic growth the most.”

The AI-powered TIFIN Wealth platform “encompasses personalized assessments spanning risk, planning and financial personality, investment proposals, marketing automation, and advanced data science.”

Kathryn Dattomo, NAPFA CEO, said:

“We are excited to partner with TIFIN Wealth to provide this opportunity to members. This will help further our members’ ability to provide independent, personalized financial advice to their clients.”

AJ Boury, Chief Operating Officer, TIFIN Wealth, said:

“Over the years we have heard from many advisors looking to enhance their assessment and proposal capabilities but are often shut out of these advancements in wealthtech because of cost-prohibitive pricing. By partnering with NAPFA to provide this member benefit, we are happy to remove these barriers for cost-sensitive firms and further our mission of intelligent advice for all.”

Since 1983, the National Association of Personal Financial Advisors has provided Fee‐Only financial advisors “across the country with some of the highest standards possible for professional competency, comprehensive financial planning, and Fee‐Only compensation.”

With more than 4,500 members across the country, NAPFA claims it is “the leading professional association in the United States dedicated to the advancement of Fee‐Only financial planning.”

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