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TIFIN

About TIFIN

TIFIN an AI-powered fintech, leverages data science, investment intelligence, and technology to help deliver engaging and personalized investor experiences. By connecting individuals to advice and investments, TIFIN bridges the gap among retail investors, their trusted intermediaries, and asset managers.

Founded in 2018 by Vinay Nair, a former Wharton Professor and successful entrepreneur, TIFIN was created to help make investing a powerful driver of financial well-being by eliminating frictions investors face. The firm’s executive committee consists of Jack Swift, Anil Arora, and Sharon French in addition to Dr. Nair. Each member brings a diverse set of perspectives and proven experience across finance and technology. TIFIN’s oversubscribed Series C 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.

TIFIN manages Magnifi, a search powered marketplace for investments; TIFIN WealthTech, a platform for advisors to use fintech for growth; Financial Answers, a platform of financial media assets and Distill, an intelligent Customer Data Platform.

    TIFIN Expands Its WealthTech Division Capabilities With an Agreement to Acquire Qualis Capital; Announces Launch of Louise and PlanIQ Image

    POSTED 

    12-10-21

    TIFIN Expands Its WealthTech Division Capabilities With an Agreement to Acquire Qualis Capital; Announces Launch of Louise and PlanIQ

    TIFIN expands its WealthTech division capabilities with an agreement to acquire Qualis Capital for advisors to access private markets; launches personalized giving for families (Louise) and micro-financial planning through conversational AI (PlanIQ)
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    TIFIN

    TIFIN

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