TIFIN

AI for Wealth

Our holdings: @TIFIN_Wealth • @DiscoverMagnifi • @TIFINGive • @TIFIN_AtWork • @Sage_CIO • @Helix_HL

[TIFIN @TIFINfintech]

We are honored to announce our inclusion on @CNBC's The World’s Top Fintech Companies 2024 list. @TIFINfintech is listed among 250 of the world’s top companies across wealth technology, payments, digital assets, and other categories.

#fintech #fintechnews @StatistaCharts

[TIFIN @TIFINfintech]

@TIFINfintech announces its international expansion with the launch of TIFIN India and an investment from one of India’s leading FS firms, DSP Group. This is an important milestone to take TIFIN's expertise in DTC and B2B #AI for wealth applications to global markets. #fintech

[Magnifi by TIFIN @DiscoverMagnifi]

Today, we are announcing an incredible milestone for our @DiscoverMagnifi platform. Magnifi’s AI assistant is now providing individuals with real-time intelligence on over $2 billion in assets across their brokerage and self-directed accounts.

#fintechnews #ai #personalfinance

[TIFIN @TIFINfintech]

Today, @TIFINfintech announces the appointment of @kendenman to its Board. Ken is a seasoned entrepreneur, investor, and executive. He will help guide the firm's continued growth and build stronger ties with the technology ecosystem. #ai #fintechnews

https://t.co/5lV8BBGC6H

[TIFIN AG @TIFIN_AG]

Former LPL executive Jeannette Kuda joins @TIFIN_AG as Chief Operating Officer to lead the firm’s next stage of growth driving net asset growth for wealth enterprises. https://t.co/rYoJWpehiW

@tifinfintech #fintech #fintechnews #wealthmanagement #AI @DrVinayNair @PettmanRob

[TIFIN @TIFINfintech]

Today, @PettmanRob has joined @TIFINfintech as CRO and President. In his new role, he will report directly to TIFIN's Founder & CEO @DrVinayNair overseeing revenue, strategic partnerships, and growth initiatives across TIFIN’s portfolio companies. #fintechnews #WealthManagement

[TIFIN @TIFINfintech]

CEO @DrVinayNair recently spoke with @SteveSanduski on @barronsadvisor's The Way Forward podcast. They discuss how an advisor + #AI toolkit is better than AI alone, and why 2024 will be “The Year of Experimentation” for AI in #WealthManagement. #fintech

https://t.co/xWpnb6yc3j

[ETF TV @tv_etf]

Watch Charlie Shaffer of TIFIN AMP join @tv_etf
TV to discuss how TIFIN AMP leverages data to provide personalised distribution intelligence at scale for asset managers with @DeborahFuhr & Margareta Hricova #PressPlay https://t.co/ZzhtXAqPQF

[CNBC's Closing Bell @CNBCClosingBell]

As generative #AI makes its way into the world of finance, @TIFINfintech's @DrVinayNair explains how @DiscoverMagnifi is helping advisors better serve their clients

[TIFIN @TIFINfintech]

CEO @DrVinayNair joined @CNBC's Closing Bell to discuss how
@DiscoverMagnifi is ushering in a new era of #AI-driven #investing. Magnifi investors have now connected over $1.5B in linked accounts to make more informed investing decisions.

#fintechnews #fintech

[TIFIN @TIFINfintech]

Last week, CEO @DrVinayNair joined the @barronsadvisor Independent Summit. Speaking with Shane Cummings from Halbert Hargrove, he covered his thoughts on the adoption of #AI in the wealth management industry and what advisors should consider. #BAINDEPENDENT

📸: @LILAPHOTO

[TIFIN @TIFINfintech]

TIFIN has been named “Best FinTech Startup” in the 8th annual @FinTech_Awards.

“TIFIN’s innovation lies in their position as the premier co-development partner for financial institutions,” said Steve Johansson, Managing Director, FinTech Breakthrough.

[Financial Planning @finplan]

.@RBC is now using AI to scour public records for signs that its clients might be looking to transfer assets “held away.” #fintech #wealthmanagement #financialadvisor
https://t.co/KbIe9iQHqS

[TIFIN @TIFINfintech]

Join @TIFINfintech founder & CEO @DrVinayNair's session at the @barronsadvisor Independent Summit: “How to Ensure That Technology Is Friend More Than Foe” as he speaks with Shane Cummings as they discuss the key considerations for the adoption #AI. #BAHallofFame #fintechnews

[TIFIN @TIFINfintech]

Thrilled to announce @SEIInvestments' strategic investment & partnership with @TIFINfintech to power the future of wealth through #AI. We will partner to develop a greater talent pool in tech and explore rapid solution delivery to build or co-invest in promising new opportunities

[Give, A TIFIN Company @TIFINGive]

@TIFINGive acquires @GivingPlace to expand its reach as a leading philanthropy platform for wealth enterprises and now oversees $670M in philanthropy assets and helped facilitate $40M in #charitable donations in 2023.

https://t.co/KAwm7GLV0M

#philanthropy #fintechnews #daf

[TIFIN AG @TIFIN_AG]

Today, @TIFINfintech announces the spin-off of TIFIN AG, our #AI-powered venture for asset growth in wealth management. We also welcome industry veterans Rajini Kodialam and Brian Carlin to the board.

Full release - https://t.co/BJnExriQ4m

#Fintechnews @DrVinayNair

[Financial Planning @finplan]

Thought leaders from across the wealth management industry shared their experience, advice and insights in Financial Planning throughout 2023. See what the experts had to say in this collection. #oped #wealth #growth #financialadvisor
https://t.co/WocH1Lm6Lp

[Helix By HL @Helix_HL]

@TIFINfintech announces Helix by HL, an AI-powered alternative investments assistant, secures a $6M Seed+ funding round led by FINTOP Capital. The joint venture with @hamilton_lane helps advisors and investors navigate private markets with confidence.
https://t.co/luUClS4nbS

[Magnifi by TIFIN @DiscoverMagnifi]

Over 45,000 subscribed users on Magnifi have now connected over half a billion dollars in assets, marking a milestone for #AI’s impact on empowering everyday investors. Will you be next to link your portfolio to Magnifi? Try it today… https://t.co/m5MNWUXGWc