| Date | Title | Description |
| 27.05.2026 | TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region | , an AI platform for wealth, announced the launch of TIFIN Australia, marking a significant step in the firm’s continued global expansion and its mission to use artificial intelligence to improve financial outcomes worldwide. The launch bui... |
| 15.04.2026 | TIFIN Group Announces the Consolidation of Its AI Businesses and the Launch of TIFIN.AI, an Industry-First Agentic Operating System | announced the launch of TIFIN.AI, an agentic AI business TIFIN.AI, an enterprise platform for wealth managers and product providers. The platform offers an agent library to address workflows across operations, investments and growth. The pl... |
| 28.09.2025 | Moby: $5 Million At $30 Million Valuation Funding Raised For AI-Based Investing Insights | Moby, a dynamic platform dedicated to democratizing Wall Street-level investing insights for everyone, has closed a significant $5 million seed funding round, achieving a valuation of $30 million. This investment was led by IA Capital Group... |
| 26.09.2025 | Moby Raises $5M in Seed Funding | Moby, a NYC-based provider of a platform democratizing Wall Street-level investing insights, raised $5M in Seed funding.
The round was led by IA Capital Group, with participation from Alumni Ventures and prominent angel investors including ... |
| 18.09.2025 | Moby Raises $5M in Seed Funding | Moby, a NYC-based provider of a platform democratizing Wall Street-level investment research, raised $5M in Seed funding.
The round was led by IA Capital Group, with participation from Alumni Ventures and angel investors including former c-... |
| 10.09.2025 | Grantd: Strategic Investment Secured For Helping Fianancial Advisors With Equity Compensation Planning | Grantd, a technology company focused on simplifying equity compensation planning, has announced a strategic funding round led by Edward Jones Ventures and supported by TIFIN Studios.
This investment will accelerate the development of Grantd... |
| 03.09.2025 | Grantd Raises Funding | Grantd, a Denver, CO-based provider of an AI-powered equity compensation planning platform, raised an undisclosed amount in funding.
The round was led by Edward Jones Ventures with participation from TIFIN Studios.
The company intends to us... |
| 05.08.2025 | Op-Ed: The ‘Advisory Firm of 1’ — AI will change how your wealth is managed | We’re about to witness a regime change in productivity. Prepare for the “RIA of 1”: A single financial advisor supported by a collection of autonomous and augmented AI agents and applications.
This isn’t a whimsical notion; it’s the inevita... |
| 21.07.2024 | Wealthtech TIFIN Expands Operations to India | Listen to this article
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TIFIN, an AI and innovation platform for wealth, makes its international debut with the launch of TIFIN India.
The launch of TIFIN India represents an important milestone “in TIFIN’s vision ... |
| 17.07.2024 | TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group | TIFIN India includes MyFI, an AI assistant to help individuals achieve better wealth outcomes, as well as TIFIN India Enterprise.
Aditi Kothari Desai, vice-chair of the DSP group joins the TIFIN India Enterprise board.
BOULDER, Colo. and NE... |
| 24.04.2024 | Jeannette Kuda Joins TIFIN AG as Chief Operating Officer | The former LPL executive joins TIFIN AG to lead the firm's next stage of growth driving net asset growth for wealth enterprises
BOULDER, Colo. and NEW YORK, April 24, 2024 /PRNewswire/ -- TIFIN, a leading AI and innovation platform for weal... |
| 22.02.2024 | SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence | Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth
SEI announced a strategic investment of $10 million in TIFIN, a leading innovation platform accelerating the adoption of artificial intelligence (AI) in we... |
| 24.01.2024 | TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets | The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors
TIFIN, a leading AI and innovation platform for wealth, announces the spin-off of TIFIN A... |
| 04.01.2024 | TIFIN & Franklin Templeton Introduce TIFIN @Work: Innovative Employee Financial Wellness | The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits and financial wellness
TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeto... |
| 29.11.2023 | Users Link Over $500 Million in Self-Directed Assets on Magnifi, the AI-Powered Financial Co-pilot for Individual Investors | Magnifi from TIFIN now provides answers to financial questions of over 45,000 subscribed users.
Magnifi, the AI-powered financial co-pilot for individual investors from TIFIN, has announced a new milestone in their ability to provide educat... |
| 02.09.2023 | Money Management: Fintech Magnifi Announces New Initiative Supported by Financial Professional Nicole Lapin | Money News Network and Magnifi announced a “first-of-its-kind” podcast, “Money Assistant,” hosted by financial expert Nicole Lapin and the voice of Magnifi’s AI-powered investing assistant.
This collaboration promises to improve “the way li... |
| 16.07.2023 | Fintech Magnifi Launches Linked Acct Capability to Provide Unified Investment Management Services | Magnifi, the AI-powered co-pilot for sensible investors from TIFIN, has launched a new feature that allows its over 20,000 subscribers now get AI help to not only manage investments held within their Magnifi brokerage accounts but now also ... |
| 14.07.2023 | Magnifi Launches Linked Account Capability to Create Unified Investment Management for Its Subscribers | Magnifi, the AI-powered co-pilot for sensible investors from TIFIN, has launched a new feature that allows it’s over 20,000 subscribers now get AI help to not only manage investments held within their Magnifi brokerage accounts but now also... |
| 09.06.2023 | Tifin Amp Raises Series A Funding | Tifin Amp, a US and India-based Artificial Intelligence modern distribution company, closed a Series A funding round of undisclosed amount.
The round was led by Motive Ventures, the venture arm of Motive Partners. Alvi Abuaf, an Industry Pa... |
| 01.02.2023 | TIFIN Announces Strategic Collaboration with Morningstar to Enhance its AI-Powered Distribution Platform | TIFIN, the AI for Wealth platform, announced a collaboration with Morningstar to bring real-time, aggregated industry trend information powering TIFIN AMP (Asset Manager Platform). TIFIN AMP combines marketing, distribution intelligence, an... |
| 07.12.2022 | TIFIN Announces the Asset Management Industry’s First SaaS-based AI Platform for Modern Distribution | TIFIN, the wealth AI platform known for its engaging experiences to enable better outcomes, has launched a new platform, TIFIN AMP, that addresses distribution frictions in the asset management industry. This new platform combines marketing... |
| 07.12.2022 | TIFIN Announces Asset Management Industry’s SaaS-based AI Platform for Modern Distribution | TIFIN, the wealth AI platform known for its engaging experiences to enable better outcomes, has launched a new platform, TIFIN AMP, that “addresses distribution frictions in the asset management industry.”
This new platform “combines market... |
| 14.10.2022 | Fintech Firm TIFIN Launches Magnifi Personal, an AI-enhanced Investing Assistant | TIFIN, the fintech platform known for Magnifi, an investment marketplace, recently announced the launch of their new premium subscription Magnifi Personal, aimed at “helping investors without enough time or knowledge to build and grow their... |
| 04.06.2022 | AI Fintech TIFIN Announces Launch of Magnifi+ to “Stream” Investing Insights | TIFIN, a Fintech platform using artificial intelligence and “investment-driven” personalization to shape the future of investor experiences, recently announced the launch of their Magnifi+ platform.
As noted in an update shared with CI, Mag... |
| 17.05.2022 | Fintech startup TIFIN raises US $109 million in Series D funding | — BOULDER, Colo., and NEW YORK — On the 12th of May 2022, TIFIN, a financial platform that uses artificial intelligence (AI) and investment-driven personalization to influence the future of investor experiences, announced the successful com... |
| 16.05.2022 | Wealthtech TIFIN doubles valuation with $109m Series D | US-based wealthtech platform TIFIN has closed a $109 million Series D financing round, bringing its valuation to $842 million.
TIFIN founder and CEO Vinay Nair
The Series D round saw participation from global investment manager Franklin Res... |
| 13.05.2022 | Wealthtech Tifin raises $109m | Tifin, an umbrella group operating a host of AI-powered fintech businesses in the asset and wealth management industry, has hit a $842 million valuation of the back of a $109 million Series D funding round.
Franklin Templeton and Motive Par... |
| 13.05.2022 | Tifin Closes $109M in Series D at $842 Million Valuation | Tifin, a Boulder, CO-based provider of a fintech platform using artificial intelligence (AI) and investment-driven personalization to provide an improved investor experience, raised $109M in Series D funding at $842 million valuation.
Frank... |
| 12.05.2022 | Data-driven fintech Tifin valued at $842M in new $109M Series D round | There’s been talk throughout the venture ecosystem of a funding slowdown, but AI-powered fintech platform Tifin seems to be a clear exception.
The Boulder, Colorado-based startup, which aims to match investors with investments in the wealth... |
| 12.05.2022 | AI Fintech TIFIN Raises $109 Million Series D | TIFIN has raised $109 million in Series D funding at a valuation of $842 million. TIFIN shared that Franklin Resources (NYSE: BEN) and Motive Partners, have joined previous strategic investors. Hamilton Lane (NASDAQ: HLNE) joined as an inve... |
| 12.05.2022 | TIFIN closes $109 Million in Series D at a $842 Million Valuation; adds Franklin Templeton and Motive Partners to its Group of Investors | TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, announced the successful closing of $109 million in a Series D financing round.
Franklin Resourc... |
| 12.05.2022 | TIFIN Raises $109M Series D Funding Round |
NEW YORK, NY, TIFIN today announced the successful closing of $109 million in a Series D financing round.
>> Click here for more funding data on TIFIN
>> To export TIFIN funding data to PDF and Excel, click here
TIFIN, a ... |
| 02.11.2021 | Wealthtech TIFIN lands $47m in Series C funding | Wealthtech platform TIFIN has secured $47 million in a Series C funding round.
TIFIN founder and CEO, Vinay Nair
The firm says the round values it at $447 million, nearly five times higher than when it completed a Series A in late 2020.
TIF... |
| 01.11.2021 | Tifin Raises $47M in Series C at $447M Valuation | Tifin, a Boulder, CO- and NYC-based fintech platform using AI for wealth and asset management, raised $47m in Series C funding, at $447m valuation.
The round was led by Hamilton Lane (NASDAQ: HLNE), which joined J.P. Morgan Asset Management... |
| 01.11.2021 | Fintech Platform Tifin Secures $47M at $447M Valuation, Adds Hamilton Lane to Its Group of Investors | TIFIN, a Fintech platform using AI for wealth and asset management, has announced the closing of $47 million in Series C funding.
TIFIN leverages data and investment-driven intelligence to support greater personalization for wealth manageme... |
| 28.10.2021 | TiFin closes $47M Series C funding round | TiFin Group LLC has closed its Series C funding round, raising $47 million at a $447 million valuation.
The most recent funding brings its total raised to about $97 million, including a Series B in April and a Series A in December 2020, eac... |
| 28.10.2021 | The Tifin Group LLC announced that it has received $47 million in funding from Morningstar, Inc., Hamilton Lane Incorporated, Broadridge Financial Solutions, Inc., J.P. Morgan Asset Management, Inc. | The Tifin Group LLC announced that it has received $47 million in a round of funding led by new investor Hamilton Lane Incorporated on October 28, 2021. The transaction also included participation from existing investors including Broadridg... |
| 28.10.2021 | TIFIN Secures $47M Series C Financing |
NEW YORK, NY, TIFIN, a fintech platform using AI for wealth and asset management, today announced the successful closing of $47 million in Series C funding.
>> Click here for more funding data on TIFIN
>> To export TIFIN fun... |
| 28.10.2021 | Robinhood’s new earnings report raises concerns about the company’s reliance on crypto trading | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
Morning, folks. This is Fortune reporter Rey Mashayekhi filling in for Lucinda today.
Well, Robin... |
| 28.10.2021 | TIFIN raises $47 million at a $447 million valuation and adds Hamilton Lane to its group of Strategic Investors that includes J.P. Morgan, Morningstar and Broadridge | TIFIN closes Series A, B and C Funding within 12-months
Series C closes at a valuation that is nearly five times higher than its Series A
Boulder & New York - October 28, 2021- TIFIN, a fintech platform using AI for wealth and asset man... |
| 28.10.2021 | Robinhood’s new earnings report raises concerns about the company’s reliance on crypto trading | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Si... |
| 27.05.2021 | THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media | Financialanswers.io will be led by TIFIN partner and former CEO of StockTwits and GM of MarketWatch, Ian Rosen
Financialanswers.io starts with the acquisition of Adam Mesh Trading Group on the heels of a funding round from JP Morgan Asset M... |
| 26.05.2021 | THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media | |
| 20.04.2021 | THE TIFIN GROUP Closes Series B Round with J.P. Morgan, Morningstar & Broadridge as Strategic Partners | |
| 20.04.2021 | Fin-tech accelerator Tifin Group raises $22.3M | 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).
The Tifin G... |
| 24.03.2021 | THE TIFIN GROUP Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform | |
| 02.12.2020 | THE TIFIN GROUP Announces Acquisition of Portfolio Company, 55ip | |
| 19.12.2019 | Arbor Fintech cierra una ronda de €3M, acuden FinRebel, The Tifin Group y Apex Capital Partners | 19/12/2019
ARBOR FINTECH CIERRA UNA RONDA DE €3 MILLONES, ACUDEN FINREBEL, THE TIFIN GROUP Y APEX CAPITAL PARTNERS.
Arbor Fintech ha cerrado una ronda de €3 millones a la que han acudido los fondos institucionales estadounidenses FinRebel... |
| - | Wealthtech Tifin raises $109m | Tifin, an umbrella group operating a host of AI-powered fintech businesses in the asset and wealth management industry, has hit a $842 million valuation of the back of a $109 million Series D funding round.
Franklin Templeton and Motive Par... |
| - | Wealthtech player Tifin raises $47m | Tifin, an umbrella group operating a host of AI-powered fintech businesses in the asset and wealth management industry, has hit a $447 million valuation off the back of a $47 million Series C funding round joined by Hamilton Lane and existi... |
| - | TIFIN | “TIFIN builds engaging fintech experiences through powerful AI and investment-driven personalization.” |
| - | Fintech Tifin's CEO sets out his vision to build the Google of investing and why he's planning another capital raise after nabbing nearly $70 million in funding last year | Vinay Nair, CEO of The Tifin Group, founded the company in 2018. The Tifin Group This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
Tifin has raised approximately $100 million in capital sin... |
| - | Fintech startup TIFIN raises funds at $842 million valuation | (Reuters) - Fintech platform TIFIN said on Thursday it had raised $109 million in fresh capital in a late-stage funding round, with investments from Franklin Resources and J.P. Morgan Asset Management, that valued the firm at $842 million.
... |
| - | TIFIN | “TIFIN builds engaging fintech experiences through powerful AI and investment-driven personalization. ” |
| - | Fintech startup TIFIN raises funds at $842 million valuation | Fintech platform TIFIN said on Thursday it had raised $109 million in fresh capital in a late-stage funding round, with investments from Franklin Resources and J.P. Morgan Asset Management, that valued the firm at $842 million.
The new seri... |
