TIFIN Wealth

Calling all FPA Members ?? If your firm manages under $100M, you're eligible for FREE access to TIFIN Wealth as an official Financial Planning Association (FPA) Member Benefit. Claim your seat at the link below!

We are honored to announce our inclusion on CNBC’s The World’s Top Fintech Companies 2024 list. TIFIN is listed among 250 of the world’s top companies across wealth technology, payments, digital assets, and other categories. We are proud to be chosen from over 2,000 deserving companies that were under consideration. #fintech #fintechnews #wealthmanagement #wealthtech #ai Statista Vinay Nair Anil Arora Tom Tinsley Rob Heyvaert Cathie Wood Glenn Hubbard Rob Pettman Ken Denman Ryan Hicke Sneha Sanghrajka Shah Jed Laskowitz George Gatch Jed Plafker Harshendu Bindal Blythe Masters Kunal Kapoor James Rhodes Erik Hirsch Griffith Norville Vincent Roux Michael Alexander https://lnkd.in/eWJiERkz

Last week, TIFIN Founder & CEO Dr. Vinay Nair joined the conversation at the Barron's Advisor Independent Summit. Speaking with Shane Cummings, CFP?, CEPA?, AIF? from Halbert Hargrove, Vinay covered his thoughts on the adoption of modern AI applications in the wealth management industry, and what advisors should be considering when looking at new technologies. Photography:?LILA PHOTO #BAINDEPENDENT #wealthmanagement #wealthmanagers #rias #financialadvisors #fintech #ai

We're delighted to share that TIFIN has been selected as winner of the “Best FinTech Startup” award in the 8th annual FinTech Breakthrough Awards program. “TIFIN’s innovation lies in their position as the premier co-development partner for financial institutions. Along with demand for personalization and intelligence, the use of large language models to create both supervised and generative AI solutions has the potential to solve friction points across the financial services industry,” said Steve Johansson, Managing Director, FinTech Breakthrough. #artificialintelligence #innovation #fintech Vinay Nair Sharon French Anil Arora Stacy Carter Whitney Denison Anna Steward AJ Boury Cor Hoekstra Ian R.

Financial planning doesn't have to be complicated. With TIFIN Wealth's conversational micro-planning tool, you can engage clients in meaningful discussions about their financial journeys. Discover simplicity today: #wealthmanagement #financialadvisor

Earn CE credit while learning more about the future of commodity investing.

Today, we are delighted to announce SEI's strategic investment and partnership with TIFIN to accelerate the future of wealth through artificial intelligence. The partnership will bring together TIFIN’s track record in building cutting-edge AI platforms with SEI’s scale, technology, and distribution. These collective synergies will be focused on rapid exploration and solution delivery by evaluating and testing new ideas quickly with a clear path to build or co-invest in promising opportunities as well as developing a greater pool of talent in emerging technologies. Read the full release - https://lnkd.in/eNyYFENX #AI #fintech #fintechnews #wealthmanagement #investmentmanagement Vinay Nair Ryan Hicke Sneha Sanghrajka Shah Cor Hoekstra Stacy Carter Alfred Pierce

Listen to TIFIN Founder & CEO Dr. Vinay Nair on Craig Iskowitz's #Wealthtech Today podcast. Craig and Vinay discuss the unique approach TIFIN's ecosystem is taking to solve friction points through the implementation of vertical #AI solutions. They cover our proprietary approach to data lakes, ontology, and supervised models that bring new platforms such as Magnifi by TIFIN, TIFIN @Work, Sage, and Helix by HL to life! #wealthmanagement #investmentmanagement #fintech #fintechstartup #fintechnews #aiapplications #aiadvancements April Rudin https://lnkd.in/e7tAHTgk

Zoey Tang sits down with Vinay Nair, founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. In the episode, Vinay covers his journey from academics to entrepreneurship, how TIFIN is helping transform Wealth Management for consumers and financial advisors, and how TIFIN is pioneering in the space using Gen AI through partnership with incumbents. Tune in below: Spotify https://spoti.fi/3MYIBWG Apple https://apple.co/47Q34Fn Soundcloud https://bit.ly/49MHMKz Joshua Benadiva Kailee Costello Nathan Gee Trevor Prince Russell Matambo, CFA Tanvi Parikh Nihar Bobba Matt D'Agati Rhea Advani Bobba

Donor Advised Funds are a tool to help make giving a part of individuals’ financial plans, just as 401ks and IRAs were tools that created the link between individuals and employers/advisors with retirement planning. Here's why advisors should consider introducing clients to DAFs for their charitable planning needs.