Tifin taps ex-BlackRock exec to lead advisor AI platform

Fintech firm names industry veteran to CEO role as conversational AI for investments comes into focus.

Tifin, a prominent player at the intersection of artificial intelligence and wealth management, has named a former leader from BlackRock to lead one of its advisor AI platforms.

The wealth tech firm has announced Brooke Juniper as CEO of Sage, an AI-driven investment assistant geared toward advisors.

Sage, which is billed as a personalized chief investment officer, is designed to streamline the investment process for wealth advisors “through quick ideation and actionability for each client and prospect portfolio,” according to Tifin.

With Juniper at the helm, Tifin aims to accelerate the adoption of investment-related conversational AI at wealth enterprise firms.

“Brooke’s deep understanding of advisor needs, investments, and technology makes her the ideal leader to guide Sage,” Dr. Vinay Nair, the firm’s founder and CEO, said in a statement.

With a resume that touches both financial services and technology, Juniper brings a trove of experience from her 16-year tenure as an executive at BlackRock.

In her most recent role as its head of digital engagement, she played a key role in the development and implementation of Advisor Center, BlackRock’s digital ecosystem that supports more than 100,000 wealth advisors across the country.

As co-founder and leader of its US wealth portfolio solutions group, she also helped spark a broad industry shift toward increased portfolio-centric engagement with the introduction of BlackRock’s Aladdin analytics platform to the wealth market.

“I am honored to join Tifin and lead Sage in its mission to redefine wealth management through the power of artificial intelligence,” Juniper said.