Internship
Confirmed live in the last 24 hours
AI-driven personalized wealth management solutions
$16.50/hr
Charlotte, NC, USA + 2 more
More locations: New York, NY, USA | Boulder, CO, USA
Candidates must have a local presence in Boulder, New York, or Charlotte areas.
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TIFIN enhances wealth management by using artificial intelligence to improve financial outcomes for various clients, including individual investors, financial advisors, and asset managers. The company creates platforms that personalize wealth management, making it easier for users to engage with their financial goals. TIFIN stands out from competitors by focusing on eliminating friction in the wealth management process and providing a tailored experience for each user. The goal of TIFIN is to create a seamless ecosystem of AI-driven solutions that consistently serve the needs of individuals and financial professionals, ensuring effective wealth management.
Company Size
201-500
Company Stage
Late Stage VC
Total Funding
$237.7M
Headquarters
Boulder, Colorado
Founded
2018
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Performance linked variable compensation, including equity
Medical, dental, vision, insurance
Open PTO and Company-paid holidays
Remote work flexibility
Corporate Social Responsibilty opportunities
Fully stocked office kitchens
Company sponsored events
A three-person panel of TIFIN representatives highlighted this point at last month's Alts Summit, generating follow-up questions from advisors in the audience that the Playbook is designed to answer.
Former Franklin exec joins TIFIN to boost leadership team.
BOULDER, Colo., April 10, 2025 /PRNewswire/ -- TIFIN AG , a leading provider of artificial intelligence (AI) and growth science solutions for the wealth management industry, today announced a strategic partnership with SteelPeak Wealth (SteelPeak), an independent registered investment advisor with $3.4 billion in assets under management. Through this collaboration, SteelPeak will leverage TIFIN AG's AI-powered asset consolidation package to enhance client engagement, foster holistic financial advisory, and drive better wealth outcomes for investors.SteelPeak joins a growing list of forward-thinking RIAs choosing to work with TIFIN AG to expand existing client relationships and drive organic growth at scale. The partnership underscores the increasing demand across the RIA channel for solutions that empower advisors with actionable intelligence while staying true to their mission of delivering sophisticated yet simple wealth management solutions."As wealth management firms evolve to meet the expectations of today's investors, we see a clear shift toward intelligent, data-driven growth strategies," said Jeannette Kuda, President and COO of TIFIN AG. "SteelPeak's commitment to holistic financial advisory and tailored solutions for their clients aligns with our mission at TIFIN AG—helping advisors unlock opportunities that lead to long-term financial security and peace of mind for the investors they serve. We're thrilled to support SteelPeak in achieving their vision."SteelPeak's team of 24 advisors serves more than 2,000 households with a philosophy rooted in its unwavering commitment to offer holistic financial advisory for every aspect of one's life. "Our firm is focused on helping clients achieve financial freedom through sophisticated wealth management solutions, from planning and investing to tax and estate consulting," said Tyler Resh, Chief Growth Officer at SteelPeak
Appointment follows addition of former LPL executive, Rob Pettman as TIFIN President and international expansion with TIFIN India.BOULDER, Colo., April 9, 2025 /PRNewswire/ -- TIFIN, a leading AI platform for the asset, wealth, and insurance sectors, announces the appointment of Harshendu Bindal to its executive team. Bindal will serve as CEO of TIFIN's Magnifi, which leverages conversational AI to build consumer facing investment platforms as the firm expands its enterprise offerings. He will also serve as the firm's Chief Global Officer, overseeing international expansion and partnerships including TIFIN India. He brings decades of fintech and digital wealth experience across Asia, Europe, and the Middle East. Bindal most recently led Franklin Templeton Strategic Ventures, overseeing venture investments, partnerships, and strategic platforms advancing Franklin Templeton's advisor technology capabilities. He previously served as Global Head of Digital Strategy and Wealth Management, Head of Retail, and President of Franklin Templeton Asset Management (India), where he helped build one of the country's most respected asset managers
BOULDER, Colo., March 11, 2025 /PRNewswire/ -- TIFIN, the AI platform for asset, wealth and insurance announces that Brian McDonald has joined TIFIN as an executive in residence. As an executive in residence Brian will provide guidance to some of the TIFIN products and also explore new opportunities in partnership with TIFIN Studios. He will join the boards of TIFIN @Work and TIFIN Give. TIFIN @ Work is the first workplace platform that is designed to drive advisor growth and TIFIN Give is a modern philanthropy platform to power giving for wealth enterprises and their clients. McDonald brings leadership experience from Morgan Stanley, where he served as Managing Director overseeing workplace financial solutions, equity compensation, and retirement benefits, and from Charles Schwab, where he spent over two decades in key leadership roles spanning wealth management, stock plan services, and financial technology-driven solutions