Magnifi by TIFIN

TIFIN AG is partnering with Cetera Financial Group to bring AI growth tools to advisors and institutions. This collaboration combines TIFIN AG’s insights with Cetera Financial Group’s GrowthLine program, helping advisors unlock new growth opportunities. Together, they’re enhancing share-of-wallet strategies and driving organic growth for advisors and institutions. Learn more about how this collaboration empowers financial professionals: https://lnkd.in/endbw-_s How will AI redefine the future of financial advisory? #AI #WealthManagement #FinancialAdvisory #GrowthStrategies #BetterWealthOutcomes Vinay Nair Michael Zuna Rob Pettman Jeannette Freedman Kuda Cor Hoekstra Tom Van Horn Stacy Carter Todd Cooper, Brooke Juniper

AI in Wealth Management: The Tipping Point Is Here For years, wealth management has dabbled in #AI, promising efficiency and better client experiences. Yet, most initiatives remain pilots. In 2025, the game changes. Firms that stay in neutral risk irrelevance, while those embracing AI will redefine the industry. - Private markets: AI will democratize access. - Smaller firms: Leverage AI to outpace the giants. - Transparency: Success metrics will set the standard. This is beyond efficiency—it’s about survival. AI shifts advisors from administrative tasks to strategic growth. Early adopters are already seeing faster growth, stronger client relationships, and measurable results. Yes, there will be challenges—data risks, errors, learning curves. But hesitation is costlier. Read Rob Pettman’s vision featured in Barron's: https://lnkd.in/ejvjqiSf #AIInWealthManagement #FutureOfFinance #BetterWealthOutcomes Vinay Nair Brooke Juniper Marc McDonough, Tom Van Horn Stacy Carter Paul Lussow Jeannette Freedman Kuda Nicholas Salguero Kiran Nambiar

Year-end giving shouldn’t be about checking a box. It should be about real, lasting impact. TIFIN Give is innovating the game by transforming donor-advised funds (DAFs) into powerful public campaigns. Forget external platforms—now you can rally your entire network to support causes that truly matter. Philanthropy isn’t static, and if you're still relying on old-school methods, you're falling behind. It’s time to stop “doing good” and start driving change. Read the latest article from Rob Burgess to see how DAFs are elevating charitable giving. https://lnkd.in/dQGBHTY4 #wealthmanagement #philanthropy #elevatingthegame #donoradvisedfunds #betterwealthoutcomes Vinay Nair Paul Lussow Rob Burgess Cor Hoekstra Lynda Lee Blake Rohde Jeffrey Grossman Katie Gervase Stacy Carter Rob Pettman Tom Van Horn

Today, we are announcing an incredible milestone for our Magnifi by TIFIN platform. Magnifi’s AI-powered financial assistant for individual investors has crossed a new milestone in providing individuals with real-time intelligence on more than $2 billion in assets across their brokerage and self-directed accounts, showing impressive growth in the demand that individual investors have for AI-powered investment support. What started in 2023 with the ability to identify hidden risks across a customer’s investment accounts has grown to include end-to-end performance monitoring, personalized market alerts, portfolio health checks, and buy/sell impact analysis — all available in a generative AI interface. Read the full release: https://lnkd.in/eaufhC5P Vinay Nair Rob Pettman Tom Van Horn John Steward Arthur Steinmetz Philips Antoine Gilbert Grisha Khachatryan Jing Zhou Joe Riley Tanya Bhasin TIFIN #fintech #fintechnews #ai #genai #personalfinance

Can you guess which stock jumped up to the #2 most popular position so far this year? Here's how American investors' interests, questions, and requests evolved in this past quarter, as customers now have over $1.5 BILLION of their investments linked to Magnifi. See the full Q1 2024 State of AI Investing report here: https://lnkd.in/e2kRfF6Z

TheStreet took a look at how #AI like Magnifi by TIFIN can help Americans invest: https://lnkd.in/grisfkqK

Founder & CEO Dr. Vinay Nair joined CNBC's Closing Bell to discuss how Magnifi by TIFIN is ushering in a new era of AI-driven investing. At TIFIN we view this as part of a larger trend where #GenAI assistants are accelerating “Better Advice for More People” across their self-directed, advised, and workplace investment accounts. #fintech #fintechnews #investmentmanagement #ai #wealthmanagement

Founder & CEO Dr. Vinay Nair joined CNBC's Closing Bell to discuss how Magnifi by TIFIN is ushering in a new era of AI-driven investing. Magnifi now has 40,000+ investors who have connected over $1.5B in linked accounts to have a full view of their wealth and make more informed investing decisions. At TIFIN we view this as part of a larger trend where #GenAI assistants are accelerating “Better Advice for More People” across their self-directed, advised, and workplace investment accounts. Watch the full conversation below. #fintech #fintechnews #investmentmanagement #ai #wealthmanagement https://lnkd.in/emjX8XJE