The Tifin Group

21 results about this entity

Period: 24 Mar 2021 - 17 Jul 2024

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/wealth

Tifin launches in India

TIFIN, a leading AI and innovation platform for wealth, makes its international debut with the launch of TIFIN India. The launch of TIFIN India represents an important milestone in TIFIN’s vision to take its expertise in both direct-to-consumer (DTC) and business-to-business (B2B) AI for wealth applications to global markets.

/people

Tifin adds Ken Denman to board

Tifin, an early mover and leading innovator in AI-powered fintech, is thrilled to announce the appointment of Ken Denman to its Board of Directors.

/people

Tifin appoints Rob Pettman chief revenue officer and president

Tifin, a leading AI and innovation platform for wealth, announces the appointment of Rob Pettman as its Chief Revenue Officer and President.

/wealth

Tifin acquires assets from WestCap

Tifin, a leading AI and innovation platform for wealth, announces an acquisition of assets for its Tifin AG platform to increase its capability to help wealth management firms drive organic growth through net new assets.

/people

Tifin appoints Brooke Juniper as CEO of its investment assistant Sage

TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Brooke Juniper as the Chief Executive Officer of Sage, its AI-driven investment platform that acts as a personalized CIO, helping advisors through quick ideation and actionability for each client and prospect portfolio.

/wealth

Tifin and RBc Wealth Managmeent expand partnership

Tifin, a leading AI and innovation platform for wealth, announces a new phase of collaboration between TIFIN AG and RBC Wealth Management-U.S.

SEI invests $10m in Tifin

/wholesale

SEI invests $10m in Tifin

Fintech SEI is investing $10 million in Tifin, an umbrella group operating a host of AI-powered technology businesses in the asset and wealth management industry.

/wealth

AI-powered investment assistant Helix by HL snags $6 million Seed round

Helix by HL, the innovative generative AI assistant revolutionizing private market investing, announced today the successful completion of its Seed+ funding round with a raise of $6 million at a post-money valuation of $26 million.

/people

Tifin makes leadership appointments

Tifin, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the addition of two exceptional leaders to its executive leadership team.

/wealth

Tifin AMP seals Series A, spins off AMP

TIFIN AMP, the Artificial Intelligence (“AI”) Partner For Modern Distribution, is delighted to announce the successful close of a Series A round and the establishment of a new board independent from parent company TIFIN.

/markets

Tifin ships SaaS-based platform for asset 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.

/wealth

Tifin Wealth releases AI platform for client personalisation

TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science and machine learning, has launched a first of its kind platform for client personalization.

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