TIFIN Expands Its Wealthtech Division Capabilities with an Agreement to Acquire Qualis Capital for Advisors to Access Private Markets; Announces The Launch of Personalized Giving for Families (Louise) and Micro-Financial Planning Through Conversational AI - Seite 2

TIFIN Senior Partner Anil Arora added, "To enhance investors outcomes, every advisor should consider offering alternatives to their clients for diversification. Qualis has a terrific combination of a digital platform and curated quality alternatives at lower costs."

TIFIN has launched Louise in response to the increasing demand of heads of households and their next generations to be collectively engaged in family giving and to align their investing and giving. Louise by TIFIN seeks to engage the entire family to identify and support causes they care about while managing personalized Donor-Advised-Funds (DAFs) to align a family's investments with their charitable contributions. TIFIN is proud to launch and offer Louise to advisors who are looking for a personalized giving experience for their families.

TIFIN has also launched PlanIQ in response to the increasing need for intuitive, fast and engaging financial planning. PlanIQ by TIFIN brings conversational AI to focus on questions that are of specific interest and allows advisors to engage customers in clear, collaborative and engaging conversations. It also aligns the investing with the planning needs identified to help create a streamlined link from plans to optimal portfolios.

About TIFIN

TIFIN an AI-powered fintech, leverages data science, investment intelligence, and technology to help deliver engaging and personalized investor experiences. By connecting individuals to advice and investments, TIFIN bridges the gap among retail investors, their trusted intermediaries, and asset managers.

Founded in late 2018 by Vinay Nair, a former Wharton Professor and successful entrepreneur, TIFIN was created to help make investing a powerful driver of financial well-being by eliminating frictions investors face. The firm's executive committee consists of Jack Swift, Anil Arora, and Sharon French in addition to Dr. Nair. Each member brings a diverse set of perspectives and proven experience across finance and technology.

TIFIN manages Magnifi, a search powered marketplace for investments; TIFIN WealthTech, a platform for advisors to use fintech for growth; Financial Answers, a platform of financial media assets and Distill, an intelligent Customer Data Platform.

CONTACT:
Kimberly Weinrick, TIFIN
[e-mail]
917-224-5335

SOURCE: TIFIN

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