TIFIN AG is partnering with Cetera Financial Group to bring AI growth tools to advisors and institutions. This collaboration combines TIFIN AG’s insights with Cetera Financial Group’s GrowthLine program, helping advisors unlock new growth opportunities. Together, they’re enhancing share-of-wallet strategies and driving organic growth for advisors and institutions. Learn more about how this collaboration empowers financial professionals: https://lnkd.in/endbw-_s How will AI redefine the future of financial advisory? #AI #WealthManagement #FinancialAdvisory #GrowthStrategies #BetterWealthOutcomes Vinay Nair Michael Zuna Rob Pettman Jeannette Freedman Kuda Cor Hoekstra Tom Van Horn Stacy Carter Todd Cooper, Brooke Juniper
关于我们
Magnifi is a platform that is changing how you shop for investments.
The world of investments has tens of thousands of choices; and the language used to interact with this crowded world is tickers, screens, and filters. All this makes discovering investments or expressing what matters to you when you shop for investments rather complicated, if not impossible.
Magnifi was built so users – whether they are consumers, financial advisors, or portfolio managers – can easily discover investments using natural language. Our proprietary technology was built on the foundation of semantics (interpreting meaning, not just matching), making it easy to for both the amateur and seasoned investor to search for themes and express what matters to them.?
Users no longer have to learn a new language to interact with the world of investments. For some users, such as self-directed consumers, Magnifi will demystify the world of investments. For others, such as wealth and portfolio managers, it will save them copious amounts of precious time with faster
discovery. For all users, Magnifi will help with smarter decisions.
- 网站
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www.magnifi.com
Magnifi by TIFIN的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2018
地点
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主要
获取路线
US，NY，New York，10018
Magnifi by TIFIN员工
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Andrew Taylor
Publishing and media executive
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Haydon Young
User Acquisition | Product-Led Growth | Marketing Strategy | ex- Spotify, TIDAL, Nickelodeon, Mobile Gaming
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Isabelle Freidheim
Founder and Managing Partner of Athena Capital | Investor | Independent NYSE and Nasdaq Board Member | 2x FinTech Founder
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Dave Maher
Founder, Operator, Fintech Engineer
动态
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AI in Wealth Management: The Tipping Point Is Here For years, wealth management has dabbled in #AI, promising efficiency and better client experiences. Yet, most initiatives remain pilots. In 2025, the game changes. Firms that stay in neutral risk irrelevance, while those embracing AI will redefine the industry. - Private markets: AI will democratize access. - Smaller firms: Leverage AI to outpace the giants. - Transparency: Success metrics will set the standard. This is beyond efficiency—it’s about survival. AI shifts advisors from administrative tasks to strategic growth. Early adopters are already seeing faster growth, stronger client relationships, and measurable results. Yes, there will be challenges—data risks, errors, learning curves. But hesitation is costlier. Read Rob Pettman’s vision featured in Barron's: https://lnkd.in/ejvjqiSf #AIInWealthManagement #FutureOfFinance #BetterWealthOutcomes Vinay Nair Brooke Juniper Marc McDonough, Tom Van Horn Stacy Carter Paul Lussow Jeannette Freedman Kuda Nicholas Salguero Kiran Nambiar
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Year-end giving shouldn’t be about checking a box. It should be about real, lasting impact. TIFIN Give is innovating the game by transforming donor-advised funds (DAFs) into powerful public campaigns. Forget external platforms—now you can rally your entire network to support causes that truly matter. Philanthropy isn’t static, and if you're still relying on old-school methods, you're falling behind. It’s time to stop “doing good” and start driving change. Read the latest article from Rob Burgess to see how DAFs are elevating charitable giving. https://lnkd.in/dQGBHTY4 #wealthmanagement #philanthropy #elevatingthegame #donoradvisedfunds #betterwealthoutcomes Vinay Nair Paul Lussow Rob Burgess Cor Hoekstra Lynda Lee Blake Rohde Jeffrey Grossman Katie Gervase Stacy Carter Rob Pettman Tom Van Horn
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The number of stock market investors in India and US are roughly the same : ~160M. But that translates to ~12% of the population in India versus ~55% in the US. Wealth management penetration (now at ~8%) is likely to reach levels now seen in places like China (~44%) before the end of this decade. This makes it an exciting market and one where TIFIN is well suited to create impact. As a result, we are now entering India with not only our AI suite for wealth but - to address the significant execution challenges - also with a great partner in DSP Group, a financial services firm operating in India for 160 years. See news here: https://lnkd.in/e-vyZaZB Thanks and Look forward to partnership, Aditi Kothari Desai!
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Today, we are announcing an incredible milestone for our?Magnifi by TIFIN platform. Magnifi’s AI-powered financial assistant for individual investors has crossed a new milestone in providing individuals with real-time intelligence on more than $2 billion in assets across their brokerage and self-directed accounts, showing impressive growth in the demand that individual investors have for AI-powered investment support. What started in 2023 with the ability to identify hidden risks across a customer’s investment accounts has grown to include end-to-end performance monitoring, personalized market alerts, portfolio health checks, and buy/sell impact analysis — all available in a generative AI interface. Read the full release: https://lnkd.in/eaufhC5P Vinay Nair Rob Pettman Tom Van Horn John Steward Arthur Steinmetz Philips Antoine Gilbert Grisha Khachatryan Jing Zhou Joe Riley Tanya Bhasin TIFIN #fintech #fintechnews #ai #genai #personalfinance
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Can you guess which stock jumped up to the #2 most popular position so far this year? Here's how American investors' interests, questions, and requests evolved in this past quarter, as customers now have over $1.5 BILLION of their investments linked to Magnifi. See the full Q1 2024 State of AI Investing report here:?https://lnkd.in/e2kRfF6Z
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TheStreet took a look at how #AI like Magnifi by TIFIN can help Americans invest: https://lnkd.in/grisfkqK
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Founder & CEO Dr. Vinay Nair joined CNBC's Closing Bell to discuss how Magnifi by TIFIN is ushering in a new era of AI-driven investing. At TIFIN we view this as part of a larger trend where #GenAI assistants are accelerating “Better Advice for More People” across their self-directed, advised, and workplace investment accounts. #fintech #fintechnews #investmentmanagement #ai #wealthmanagement
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Founder & CEO Dr. Vinay Nair joined CNBC's Closing Bell to discuss how Magnifi by TIFIN is ushering in a new era of AI-driven investing. Magnifi now has 40,000+ investors who have connected over $1.5B in linked accounts to have a full view of their wealth and make more informed investing decisions. At TIFIN we view this as part of a larger trend where #GenAI assistants are accelerating “Better Advice for More People” across their self-directed, advised, and workplace investment accounts. Watch the full conversation below. #fintech #fintechnews #investmentmanagement #ai #wealthmanagement https://lnkd.in/emjX8XJE