TIFIN

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

New beginnings always bring a sense of excitement and energy. Last week we at TIFIN along with its subsidiaries moved our Bengaluru office to a new location. Our commitment to creating better wealth outcomes for more people is unwavering and we’re only at the start of that journey in India. #office #newbeginning

We’re excited to announce an innovative partnership: Alera Group, Inc. Retirement Plan Services is now enhancing FinWell Connect with cutting-edge #AI from TIFIN @Work. Together, they are transforming workplace benefits and wealth management. This collaboration delivers: ?? Tailored benefits optimization and personalized financial guidance for every employee ?? Scalable growth opportunities for advisors ?? Reduced employee stress and enhanced support for employers and their teams A pivotal step in unlocking access to incremental financial opportunities for both employees and advisors. Discover how TIFIN @Work is revolutionizing workplace benefits: https://lnkd.in/eYGaQurm What’s next? We’re here and ready to listen. Vinay Nair Marc McDonough, Christian Mango, Brian McDonald Matt Rhodes-Kropf Ted Dimig Stacy Carter Kevin Murphy Yaqub Ahmed Deepak Agarwal, CFA Rob Pettman Thomas P Brennan III Ryan Dolan Garrett Patrick #FinancialWellness #AI #WorkplaceBenefits #WealthManagement #BetterWealthOutcomes

AI is reshaping wealth management faster than we realize. In the first episode of The Growth Studio podcast, Samantha Kozsey Davison dives into this transformation with Jeannette Freedman Kuda, unpacking how AI isn’t just a buzzword—it’s a real driver of scalable growth and efficiency. This conversation goes beyond theory. It’s about what’s working right now, what’s next, and how firms can stay ahead in a rapidly changing landscape. ?? Listen now: https://lnkd.in/eBj-bc5k Share your perspective. Let’s build this conversation together. #GrowthStudioPodcast #FutureOfFinance #BetterWealthOutcomes

??AssetMark x TIFIN Sage: AI Powering Advisor Model Portfolios AssetMark is elevating its wealth management platform with TIFIN Sage’s advanced AI capabilities. Together, we’re transforming how advisors deliver value, with key benefits like: ?? Streamlined, high-touch portfolio creation ?? Scalable solutions without compromising quality ?? Empowered advisors driving growth and better client outcomes By expanding the TIFIN and AssetMark partnership, we’re collectively enabling advisors to deliver better, efficient, tailored solutions in a rapidly evolving wealth landscape. Ready to revolutionize your advisory practice? Discover how TIFIN Sage is shaping the future of wealth management: https://lnkd.in/emMKCCq3 Vinay Nair Brooke Juniper David McNatt, CFA Zoe Brunson Matt Rhodes-Kropf Stacy Carter Rob Pettman Tom Van Horn Marc McDonough, CFP? Paul Lussow Jeannette Freedman Kuda #WealthManagement #AI #AdvisorSolutions #AssetMark #TIFINSage #BetterWealthOutcomes

Introducing a new way to give! It's more than just a donation—it’s a movement. With?TIFIN Give’s new public campaigns feature, you can inspire your network, rally your community, and amplify the impact of the causes you care about—all from one seamless platform. We’re making giving easier, smarter, and more powerful. From immediate tax receipts to reducing the burden on charities, this innovation ensures that every dollar goes further—whether you’re supporting a local nonprofit or a global mission. Ready to make an impact? Try?TIFIN Give?today! Vinay Nair Paul Lussow?Jeffrey Grossman?Rob Pettman Stacy Carter Tom Van Horn Brooke Juniper Jeannette Freedman Kuda Anna Steward Kiran Nambiar Uttung Malkan Nicholas Salguero Marc McDonough, Michael Walsh, Katie Gervase Tanya Bhasin #Philanthropy #DonorAdvisedFunds?#BetterWealthOutcomes?

I'm hiring a VP and Privacy and Security, working right here in Boulder! Please reach out if you're interested, or have any awesome leads for us. https://lnkd.in/gfNrAMt4 Anna Steward Dave Mayer Christopher Varnadoe Sarah S.

An insightful white paper from TIFIN AMP on AI innovation in Asset Management Distribution. Congratulations Charlie Shaffer!..

We're grateful to be featured as a key provider in Simple's 2024 Family Office Software Roundup in Forbes, alongside other innovative companies in the family office and wealth management space. TIFIN Give enhances the traditional donor-advised fund and other charitable funds with a fully-digital platform that places wealth enterprises – including wealth managers, asset managers, WealthTech, and family offices – at the center of their client’s philanthropic needs.

?? Whitepaper Alert! ?? The pace of today’s workplace can feel relentless—meetings, emails, and constant demands on our time all in the pursuit of productivity. But are we truly effective, or are we just running on empty? TIFIN’s Chief Mindfulness Officer, Thomas Droge, explores this paradox in our latest whitepaper and offers a powerful solution: mindfulness. This paper delves into: - Cultivating focus and intention amidst rapid change ?? - Leveraging AI without losing our uniquely human edge ?? - Creating space for creativity, collaboration, and well-being ?? Explore how mindfulness can help your team thrive in today’s high-speed landscape. Don’t just work harder—work smarter and with greater impact. Check out the full whitepaper here. Thomas Droge Anna Steward Stacy Carter Brooke Juniper Tom Van Horn Kiran Nambiar Marc McDonough, Paul Lussow Jeannette Freedman Kuda Steve Snyder #Mindfulness #WorkplaceWellness #Leadership #Productivity #HighPerformance #BetterWealthOutcomes