Tifin spins off AI platform designed to help advisory firms grow
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Wealth management fintech platform Tifin is spinning off Tifin AG, a platform driven by artificial intelligence that aims to help advisory firms grow, the firm announced Tuesday.
Tifin AG has modules that deal with client acquisition, expansion and retention. The modules can undertake such tasks as prioritizing prospect lists, identifying referral opportunities and looking at asset consolidation among a firm’s existing clients.
At the same time, the firm announced that Tifin AG’s board will include Tifin CEO Vinay Nair; Rajini Kodialam, co-founder emeritus of Focus Financial and co-CEO at E-3; and Brian Carlin, former CEO of J.P. Morgan Private Capital and J.P. Morgan Wealth Management Solutions.
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