Tagged: tifin

SEI Invests $10 Million in TIFIN, a Wealthtech Using AI

SEI (NASDAQ:SEIC) has invested $10 million in TIFIN, a Wealthtech firm leveraging artificial intelligence (AI) to improve wealth management. Terms of the investment were not immediately available. SEIC currently has a market cap of around $8.9 billion. SEI is a tech firm providing services to… Read More

TIFIN AMP, the AI Platform for Distribution in Asset Management Industry, Makes Key Appointments

TIFIN AMP, the artificial intelligence (AI) platform for the intelligent distribution of funds, is pleased to announce the appointment of Sal Gagliano as the Chief Executive Officer. The firm also announced “the addition of Charlie Shaffer as the President and Chief Revenue Officer. Dr. Vinay… Read More

Wealthtech TIFIN, JPMorgan Introduce TIFIN.AI to Support Thematic AI-powered Fintech Solutions

TIFIN, the artificial intelligence (AI) platform for wealth, is pleased to announce the launch of TIFIN.AI. TIFIN.AI is dedicated to conceiving and “developing TIFIN’s second cohort of AI-powered fintech companies.” J.P. Morgan (NYSE: JPM) has joined TIFIN in funding TIFIN.AI. The formation of TIFIN.AI builds… Read More

Fintech Magnifi Launches Linked Acct Capability to Provide Unified Investment Management Services

Magnifi, the AI-powered co-pilot for sensible investors from TIFIN, has launched a new feature that allows its over 20,000 subscribers now get AI help to not only manage investments held within their Magnifi brokerage accounts but now also from assets held in external accounts. This… Read More

TIFIN AMP, the Artificial Intelligence Partner for Modern Distribution, Announces Spinoff with Independent Funding

TIFIN AMP, the Artificial Intelligence (AI) Partner For Modern Distribution, is pleased to announce “the successful close of a Series A round and the establishment of a new board independent from parent company TIFIN.” Leading the investment round is Motive Ventures, the venture arm of… Read More

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… Read More

TIFIN Announces Asset Management Industry’s SaaS-based AI Platform for Modern Distribution

TIFIN, the wealth AI platform known for its engaging experiences to enable better outcomes, has launched a new platform, TIFIN AMP, that “addresses distribution frictions in the asset management industry.” This new platform “combines marketing, data science and sales enablement capabilities to drive more intelligent… Read More

TIFIN’s Wealth Division Announces AI Platform for Client Personalization

TIFIN, the Fintech platform known for its highly engaging products fueled by advanced data science and machine learning, has launched what it claims to be  “a first-of-its-kind platform for client personalization.” The platform “to facilitate modern personalization will be offered by its TIFIN Wealth division… Read More

Fintech Firm TIFIN Launches Magnifi Personal, an AI-enhanced Investing Assistant

TIFIN, the fintech platform known for Magnifi, an investment marketplace, recently announced the launch of their new premium subscription Magnifi Personal, aimed at “helping investors without enough time or knowledge to build and grow their portfolios with intelligence.” New and existing Magnifi investors can now… Read More

Fintech TIFIN Acquires SharingAlpha

TIFIN, a Fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, announced its initial launch into international markets through the acquisition on SharingAlpha, a community of over 15,000 professional fund investors and analysts “located throughout the world, but… Read More

AI Fintech TIFIN Appoints Former Envestnet Exec to Lead Global Expansion

TIFIN, a Fintech platform using artificial intelligence (AI) and investment-driven personalization to “shape the future of investor experiences,” announced two key hires “to help expand their high-growth areas across distribution and international.” Jason O’Shaughnessy has joined TIFIN as Head of International. O’Shaughnessy previously “ran the… Read More

AI Fintech TIFIN Announces Launch of Magnifi+ to “Stream” Investing Insights

TIFIN, a Fintech platform using artificial intelligence and “investment-driven” personalization to shape the future of investor experiences, recently announced the launch of their Magnifi+ platform. As noted in an update shared with CI, Magnifi + features investment intelligence “from leading financial pros through proprietary and… Read More

AI Fintech TIFIN Raises $109 Million Series D

TIFIN has raised $109 million in Series D funding at a valuation of $842 million. TIFIN shared that Franklin Resources (NYSE: BEN) and Motive Partners, have joined previous strategic investors.  Hamilton Lane (NASDAQ: HLNE) joined as an investor in the Series C round in October… Read More

Fintech TIFIN’s Financial Answers Acquires Two Additional Digital Asset Firms to Expand Data Platform

  TIFIN, a Fintech platform using artificial intelligence and investment-driven personalization “to shape the future of investor experiences,” recently announced that its subsidiary Financial Answers has completed the acquisitions of All Star Charts, Inc. and INO.com, Inc. Both firms claim to be “high quality” investor… Read More

Fintech TIFIN, which Uses AI and Investment-Driven Personalization, Announces New Partnership

TIFIN, a Fintech platform using Artificial Intelligence and investment-driven personalization to assist asset managers with their digital distribution, announced that Distill by TIFIN is partnering with Harbor Capital Advisors, a “premier” investment firm offering access to a range of investment solutions, “to provide real-time digital… Read More

Bill Parsons Joins Fintech TIFIN as EVP, GM of TIFIN Grow

TIFIN, a Fintech platform using AI and investment-driven personalization to “shape the future of investor experiences,” has announced that financial industry veteran Bill Parsons has joined the company as Executive Vice President and General Manager of TIFIN Grow. Parsons will be responsible for overseeing the… Read More

Fintech Platform Tifin Secures $47M at $447M Valuation, Adds Hamilton Lane to Its Group of Investors

TIFIN, a Fintech platform using AI for wealth and asset management, has announced the closing of $47 million in Series C funding. TIFIN leverages data and investment-driven intelligence to support greater personalization for wealth management, and digital distribution for investment managers, according to a release…. Read More

The TIFIN Group, a Fintech Platform for Wealth Management, Finalizes $22.3M Round from JPMorgan, Morningstar, Broadridge

The TIFIN GROUP, a Fintech platform with 10 active operating firms for the asset and wealth management sector, revealed on Tuesday (April 20, 2021) that it finalized a $22.3 million Series B round. The Group also announced the addition of three strategic investors to its… Read More

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