Tagged: vinay nair

February 21, 2024 @ 9:55 am By JD Alois  |  

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

July 30, 2023 @ 11:47 am By Omar Faridi  |  

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

July 16, 2023 @ 11:39 am By Omar Faridi  |  

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

October 14, 2022 @ 10:46 am By Omar Faridi  |  

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

May 12, 2022 @ 10:07 am By JD Alois  |  

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

April 15, 2022 @ 9:30 am By Omar Faridi  |  

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

November 1, 2021 @ 7:55 am By Omar Faridi  |  

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

December 4, 2020 @ 7:08 pm By Omar Faridi  |  

The Tifin Group, a Boulder-headquartered VC company that focuses on the Fintech sector, has reportedly sold off 55 Institutional Partners LLC, a financial tech firm known as 55ip, to JPMorgan’s asset management unit. 55ip has created tax automation software solutions for investment advisors. The terms… Read More

December 12, 2017 @ 10:24 am By JD Alois  |  

55ip, an investment science and technology firm, and Northeast Planning Associates (NPA), have signed an agreement that gives NPA access to 55ip’s investment science, research and proprietary technology. NPA clients will now have access to a customized version of the 55ip Investment Platform, technology that… Read More