TIFIN Wealth Supports Growth of Small Financial Advisors by Offering Free Personalized Investment Platform to NAPFA Advisors

Financial Planners

TIFIN Wealth Announces Complimentary Access to Personalized Investments for Advisors Joining NAPFA $100 million in the property with advice

Boulder, Colorado. and new york, May 11, 2023 /PRNewswire/ — TIFIN Wealth, an AI engine for organic growth, has announced a partnership with NAPFA. With the aim of helping the smallest advisors grow faster, TIFIN will provide free access to its AI platform’s advanced investment evaluation and recommendation capabilities to his NAPFA affiliated advisors under: $100 million Included in Assets Under Advice (AUA). Through this partnership, TIFIN aims to support advisors most looking for organic growth and otherwise cost sensitive.

TIFIN Wealth Logo (PRNewsfoto/TIFIN)

TIFIN Wealth Logo (PRNewsfoto/TIFIN)

This partnership advances TIFIN Wealth’s mission to make intelligent advice accessible to more individuals. This starts with equipping independent financial advisors with cutting-edge technology so they can better serve their clients. TIFIN Wealth believes that her NAPFA member advisers, commission-only fiduciary financial planners, will be a major part of the future of the wealth management industry. Therefore, TIFIN Wealth is proud to offer this NAPFA member benefit to help our NAPFA members succeed. And to those most in need of that organic growth.

The AI-powered TIFIN Wealth Platform includes personalized assessments across risk, planning and financial character, investment recommendations, marketing automation, and advanced data science.

“We are pleased to partner with TIFIN Wealth to provide our members with this opportunity,” he said. Kathryn Datmo, NAPFA CEO. “This will help further enhance our members’ ability to provide independent and personalized financial advice to our clients.”

AJ Boury, Chief Operating Officer of TIFIN Wealth, said: “Over the years, many advisors have sought to enhance their evaluation and recommendation capabilities, but have been barred from these wealth tech advances due to exorbitant pricing. I’ve heard stories about it,” he said. “By partnering with NAPFA to offer this membership benefit, we are excited to remove barriers for cost-sensitive businesses and further our mission to bring smart advice to everyone. .”

Since 1983, the National Association of Personal Financial Advisors has provided national fee-only financial advisors with the highest possible standards of professional competence, comprehensive financial planning, and fee-only compensation. With more than 4,500 members nationwide, NAPFA is the world’s leading professional association. usa We specialize in promoting fee-only financial plans. For more information, please visit www.napfa.org.

TIFIN is an AI and innovation platform for wealth. Founded by Dr. Vinay NehruFormer Professor Wharton and successful entrepreneur, TIFIN was founded to build engaging and intelligent asset experiences that enable a better financial life.

TIFIN manages Magnifi, a consumer-centric marketplace that offers investment personalization through next-generation intelligence and AI investment assistants. TIFIN Wealth is an AI engine that enables organic growth for financial advisors, wealth firms and workplace finance providers through investment proposition, marketing automation and data science. TIFIN AMP, AI Platform to Modernize Distribution for Wealth Management Firms. Incubation platform “TIFIN Studios” for new business creation.

For media inquiries, please contact:
AJ Buley

Information contained herein should in no way be construed as a solicitation or offer to sell Advisory Services. All content is for informational purposes only.



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