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TIFIN's Landmark Recognition in Wealth Technology

TIFIN, known for its pioneering AI platform in the wealth management sector, has recently made headlines by securing three finalist nominations for the 2025 Luminaries Awards presented by ThinkAdvisor. This recognition underscores TIFIN's commitment to innovation and its impact on the wealth management landscape.

Celebrating Innovation with the Luminaries Awards

Now in its fifth year, the Luminaries Awards honor firms and individuals who are at the forefront of innovation, transformation, and progress within the financial services industry. The finalists, including TIFIN, are a testament to the remarkable advancements being made in the realm of advice-giving and client service.

Finalists Categories and Their Innovations

TIFIN AG: Firm Award for Product or Service Innovation

TIFIN AG has emerged as a standout contender in the firm award for product or service innovation due to its groundbreaking approach in assisting wealth management firms in achieving healthier organic growth. By integrating data and delivering actionable, AI-driven insights, TIFIN AG enables advisors to zero in on the most promising opportunities. This recognition highlights its relentless pursuit of enhancing advisor productivity and client satisfaction.

TIFIN AMP: Industry Disruption in Operations

Another of TIFIN's acclaimed entities, TIFIN AMP, is recognized for its innovative disruption in operations. This platform equips distribution teams with data science and AI-driven insights, fundamentally altering how they provide investment solutions. AMP’s capability to align strategies with advisor needs not only reshapes operational models but also sets a new benchmark for industry growth and efficiency.

TIFIN Give: Charitable Giving and Philanthropy

Rounding out TIFIN's impressive showing is TIFIN Give, which integrates charitable giving into wealth strategies through a modern donor-advised fund platform. By making philanthropy an essential part of wealth management, TIFIN Give enhances asset management, engages future generations, and nurtures deeper relationships, showing that personal growth and purpose can coexist.

Leadership Vision

Rob Pettman, President of TIFIN, articulated the significance of this recognition, stating, "Being acknowledged across AG, AMP, and GIVE is a reflection of TIFIN's mission to tackle the key challenges in wealth management today. Whether it’s driving organic growth for advisors, reimagining asset manager distribution, or linking philanthropy with wealth strategies, we are dedicated to developing solutions that yield substantial outcomes for firms and their clients."

Upcoming Gala

The winners of the 2025 Luminaries Awards will be disclosed during the elegant gala scheduled for December 4, 2025, in New York City. The event will also feature thought-provoking panels, roundtable discussions, and a chance for networking with industry visionaries.

About TIFIN

TIFIN Group LLC is revolutionizing how financial services are delivered by harnessing the power of AI. With a diverse range of products including TIFIN Magnifi, TIFIN @Work, TIFIN Sage, and more, the organization is focused on advancing wealth management, asset management, and insurance sectors. TIFIN’s innovations are supported by prominent investors such as J.P. Morgan and Franklin Templeton, positioning the company for ongoing growth and success.

As the financial landscape evolves, TIFIN’s contributions and recognition play a significant role in shaping the future of wealth management. For comprehensive details and a list of finalists, visit ThinkAdvisor's Luminaries Awards site.