Mergers and acquisitions are reshaping wealth management. Scale is important, but it’s not enough. To succeed in a consolidating marketplace, firms must deepen client relationships, retain assets, and differentiate their…

Originally Published on PR Newswire Boulder, CO – September 24, 2025 – TIFIN, the AI platform for wealth, announced that three off its businesses have been named finalists in the…

Read the full feature on Business Insider The post Grantd Secures Strategic Funding to Expand AI-Powered Platform and Transform Equity Compensation Planning for Advisors appeared first on TIFIN.

Read the full feature in AP News The post Grantd Secures Strategic Funding appeared first on TIFIN.

Originally published on PRNewswire BOULDER, Colo., Sept. 10, 2025 /PRNewswire/ – TIFIN Give, the first donor-advised fund (DAF) platform designed for growth, today announced the launch of Tax Intelligence. This new capability helps financial…

Read the full feature here The post TIFIN Featured in Fintech Magazine as a Leading Company Shaping the Industry with AI appeared first on TIFIN.

Appointment Follows addition of former LPL executive, Rob Pettman as TIFIN President and international expansion with TIFIN India. BOULDER, Colo., April 9, 2025  – TIFIN, a leading AI platform for the asset,…

Appointment Follows addition of former LPL executive, Rob Pettman as TIFIN President and international expansion with TIFIN India. BOULDER, Colo., April 9, 2025  – TIFIN, a leading AI platform for the asset,…

Originally published on PRNewswire BOULDER, Colo., July 14 , 2025  – TIFIN, an AI-powered platform for financial technology, has launched a new multilingual LLM innovation hub in India to expand access to…