Displaying 20 results
Tifin taps another LPL leadership alum to its C-suite
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
Tifin taps former LPL exec to serve as president
The AI-driven fintech has hired LPL’s former head of wealth management solutions to lead revenue growth and build key partnerships.
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 AMP answers asset managers’ data challenges with new AI platform
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
AI firm Tifin wades deeper into philanthropy space
Fintech firm eyes bigger piece of growing donor-advised fund pie with key acquisition
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.
Tifin, Franklin Templeton partner on financial wellness solution
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
Intelligent charitable planning: The next big thing in wealth
Advisors, employers and DAFs can make everyone a philanthropist.
Tifin asset management tech raises $10 million, goes independent
The fundraising was led by Motive Ventures, the venture capital arm of Motive Partners.
Fintech Bytes: TD Ameritrade updates trading software, Vanguard enhances robo
Plus Pontera integrates with Envestnet, Tifin announces Morningstar collaboration, and Hearsay adds features to Sites.
Fintech challenged by market forces
While most adviser-facing fintechs were spared the pain felt across the wider technology landscape, not everyone escaped the year unscathed.
Fintech Bytes: FutureProof, Tifin, Docupace and Envestnet
Here's the rest of the week’s news from the adviser fintech companies that aren’t on vacation.
Fintech Bytes: eMoney partners with Nationwide, Onramp closes funding
A roundup of the week's fintech developments, including news from eMoney, Onramp Invest, Tifin, Panoramix and iCapital.
Fintech startups tighten belts, bracing for extended bear market
Tifin laid off 10% of its workforce this month in response to the market environment, and it isn't alone.
Fintech Bytes: Prudential, Riskalyze and Future Proof Festival
A roundup of the rest of the week's fintech headlines.
Fintech Bytes: AdvisorEngine, eMoney and Invesco’s intelliflo
Catch up on the highlights from this week in fintech news.
Fintech Bytes: Fidelity, Riskalyze, Snappy Krakken
A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.
Tifin closes $109 million round of funding
The latest round, led by Franklin Templeton and Motive Partners, brings Tifin's valuation to $842 million.
Tifin Group acquires fintech targeting donor-advised funds
The Tifin Group is building out its software that helps financial advisers invest in DAFs.
Fintechs dive into digital marketing in post-pandemic world
As advisers look to use online tools for prospecting, Commonwealth and Sanctuary team up with Tifin, and AssetMark and eMoney Advisor roll out upgrades.
