TIFIN
Hybrid
Some members of the team work remotely, while others are co-located in one or more offices.
💼Finance, Consulting, Finance
👥501-1,000
📍Boulder
TIFIN

About TIFIN

TIFIN is a fintech company that leverages powerful AI and investment-driven personalization to create engaging wealth experiences. Founded in 2018, TIFIN aims to define the future of investor experience by offering platforms that cater to direct invest...

TIFIN news and updates

Broadridge Financial Solutions invested into The Tifin Group in $49M on Apr 1st 21'.

The Tifin Group LLC has raised $22.3 million in its Series B, with involvement from the investment arms of JPMorgan Chase & Co. (NYSE: JPM), Morningstar Inc. (Nasdaq: MORN) and Broadridge Financial Solutions Inc. (NYSE: BR).

Jan 1, 2021 | dailycamera.com

J.P. Morgan Asset Management invests into The Tifin Group in $49M

Founded in 2018, Denver’s own TIFIN has raised just over $49 million in funding from Morningstar, Broadridge, and JP Morgan to build a platform that conceives, creates, and operates fintech companies.

Jan 1, 2021 | nanalyze.com

Morningstar invested into The Tifin Group in $22.3M on Apr 1st 21'.

The Tifin Group LLC raised $22.3 million in its Series B funding round on Tuesday, with investments from the wealth-management arms of major financial institutions JPMorgan Chase & Co. (NYSE: JPM) and Morningstar Inc. (Nasdaq: MORN).

Jan 1, 2021 | bizwest.com

The Tifin Group received financing of $100M in capital on Jul 5th 21'.

And the model is working, as in recent months Zoe Financial raised $10M of Series A funding, Harness Wealth raised $15M of Series A funding, Tifin Group raised $100M to acquire consumer financial media sites for lead generation, and now SmartAsset has announced a massive $110M Series D round (and earned itself a >$1B market valuation in the process).

Jan 1, 2021 | kitces.com

The Tifin Group hires Rob Heyvaert as Founder and Managing Partner

Rob Heyvaert, Founder and Managing Partner of Motive Partners will join the TIFIN board as part of the transaction.

Jan 1, 2022 | tifin.com

The Tifin Group acquired Stocknews for $100M on Aug 24th 21'.

TIFIN, a fintech platform using artificial intelligence and investment-driven personalization to shape the future of investor experiences, today announced that its subsidiary Financial Answers has completed the acquisition of Stock News Network, the parent of StockNews.com.

Jan 1, 2021 | tifin.com

Motive Partners invests into The Tifin Group

Tifin, a fintech company that operates a variety of wealth management software, has closed another round of funding led by Franklin Templeton and Motive Partners.

Jan 1, 2022 | fintechforadvisers.com

The Tifin Group acquired Amicus on Mar 1st 22'.

“With the acquisition of Amicus, The Tifin Group now have a modern set of pipes powering Louise that allows all advisors to offer Louise to all their clients, regardless of size.”

Jan 1, 2022 | tifin.com

Simple Circuits Inc. partnered with The Tifin Group on May 15th 22'.

Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it has partnered with TIFIN Clout, part of TIFIN Wealth, to serve as its personalized digital marketing platform, which will allow Hightower advisors to drive more leads and referrals, accelerate conversions and build trust with both clients and prospects through effective, measurable marketing campaigns.

Jan 1, 2022 | tifin.com

J.P. Morgan Asset Management invests into The Tifin Group in $22.3M

J.P. Morgan Asset Management, Morningstar and Broadridge have invested $22.3 million in the TIFIN Group, which owns 10 technology companies targeting different aspects of the wealth and asset management industry, such as marketing, investment management or taxes.

Jan 1, 2021 | financial-planning.com

The Tifin Group launches community features developed by SharingAlpha

“ The Tifin Group is also excited about adding the unique community features developed by SharingAlpha which will enhance its offering to professional investors internationally”.

Jan 1, 2022 | tifin.com

The Tifin Group partners with Chalice Network

TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with Chalice Network.

Jan 1, 2022 | tifin.com

The Tifin Group recognized as “Great Place to Work”

TIFIN has officially been named as a “Great Place to Work” by the Great Places to Work Institute (https://www.greatplacetowork.com/).

Jan 1, 2022 | tifin.com

The Tifin Group launches premium subscription Magnifi Personal

BOULDER & NEW YORK, October 13th, 2022 — TIFIN, the fintech platform known for Magnifi, it’s award-winning investment marketplace, today announced the launch of their new premium subscription Magnifi Personal, their conversational AI investing assistant available to investors as a subscription service.

Oct 12, 2022 | tifin.com

JPMorgan Chase & Co. invested into The Tifin Group in $22.3M on Apr 1st 21'.

In April, Broadridge invested in The Tifin Group’s $22.3m in a Series B funding round, alongside JPMorgan Asset Management and Morningstar.

Aug 2, 2021 | privatebankerinternational.com
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