TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through its AI-powered Platform for Personalized EngagementCommonwealth and Sanctuary Wealth are among firms that have signed on to use Clout by TIFIN to help drive growth for their advisors Announcement follows recent launch of TIFIN Grow to help advisors know and convert their prospects, Louise by TIFIN to help advisors introduce charitable giving into their practice and agreement to acquire Qualis Capital to help advisors adopt alternative investments BOULDER, CO and NEW YORK, NY / ACCESSWIRE /
TIFIN Wealth Launches TIFIN Grow with Over 500 Financial Advisors Using AI and Investment Intelligence Driven PersonalizationTIFIN Grow combines TIFIN's Risk, Planning, Financial Personality and other related capabilities to drive personalization at scale Adds to TIFIN Wealth's capabilities of personalized communications and marketing, allocation to alternatives, and personalized giving through Donor Advised Funds (DAFs) BOULDER, CO and NEW YORK, NY / ACCESSWIRE / February 8, 2022 / TIFIN, a fintech platform using AI and investment-driven personalization to shape the
TIFIN Expands Its Data and Investor Reach with Acquisition of Investors Alley Through Its Financial Answers DivisionAddition of Investors Alley builds on momentum of recent acquisitions by Financial Answers of Stock News Network and Wealthpop; follows recently announced series C with strategic investors that include Hamilton Lane, JP Morgan, Morningstar and Broadridge BOULDER, CO and NEW YORK, NY / ACCESSWIRE / December 14, 2021 / TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced
TIFIN Expands Its Wealthtech Division Capabilities with an Agreement to Acquire Qualis Capital for Advisors to Access Private Markets; Announces The Launch of Personalized Giving for Families (Louise) and Micro-Financial Planning Through Conversational AIExpansion into Private Markets, Philanthropy and Planning follows recent oversubscribed Series C that valued the firm at $448mm and included Hamilton Lane, a leading private markets investment manager alongside additional investments from series B investors, JP Morgan, Morningstar and Broadridge BOULDER, CO and NEW YORK, NY / ACCESSWIRE / December 1, 2021 / TIFIN, a fintech platform using AI for wealth and asset management, announced the
Tifin Raises $47 Million at a $447 Million Valuation and Adds Hamilton Lane to Its Group of Strategic Investors That Includes J.P. Morgan, Morningstar and Broadridge- TIFIN closes Series A, B and C Funding within 12-months - Series C closes at a valuation that is nearly five times higher than its Series A BOULDER, CO and NEW YORK, NY / ACCESSWIRE / October 28, 2021 / TIFIN, a fintech platform using AI for wealth and asset management, today announced the successful closing of $47 million in Series C funding. TIFIN uses data and investment driven intelligence to drive personalization for wealth management,
