TIFIN expands the capacities of its WealthTech division with an agreement to acquire Qualis Capital; Announces the launch of Louise and PlanIQ

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Proposed by TIFIN

Founder and CEO of TIFIN Vinay Nair, PhD

BOULDER, Colorado and NEW YORK, Dec. 10, 2021 / CSRwire / – TIFIN, a fintech platform using AI for wealth and asset management, announced the expansion of its WealthTech division’s capabilities in private markets, philanthropy and planning. The company announced an investment and an agreement to acquire Qualis Capital subject to regulatory approvals. He also announced the launch of Louise to enable personalized giving experiences for families; and PlanIQ to simplify financial planning with conversational AI. Terms of the transaction to acquire Qualis were not disclosed.

“In our WealthTech division, TIFIN has created a set of personalization capabilities – using AI and investment intelligence – that enable advisors to deliver individualized experiences and better outcomes for their prospects and clients. In doing so, we seek to solve the problems of today with the solutions of tomorrow. Louise and PlanIQ are bringing to market futuristic ways to meet the challenges that exist in family giving and financial planning, ”explained Founder and CEO of TIFIN Vinay Nair, PhD. “Qualis is helping us accelerate our projects in the alternative investment space while continuing the impressive growth they have already achieved.

Qualis Capital, launched in 2019, built a fintech platform to provide advisors with access to selected private market managers in a direct format, sparing their clients the additional fees that are often associated with accessing such alternative investments.

“The acquisition of Qualis strengthens TIFIN’s mission to provide private investment to the retail world through advisory channels. Hamilton Lane is committed to providing access to our asset class to a broader group of investors and is excited to partner with a leader in technology-driven wealth management solutions. declared Erik Hirsch, Vice President and Head of Strategic Initiatives at Hamilton Lane.

“We are delighted to be a part of TIFIN and look forward to accelerating our mission of providing access to institutional-grade private market opportunities at institutional prices,” said Antonio De Rosa, CEO of Qualis Capital.

Senior Partner TIFIN Anil arora added, “To improve investor results, every advisor should consider offering their clients diversification alternatives. Qualis has a formidable combination of a digital platform and quality alternatives at a lower cost.

TIFIN launched Louise in response to the growing demand from heads of households and their next generations to collectively engage in family giving and to align their investments and donations. Louise by TIFIN seeks to involve the whole family to identify and support the causes they care about while managing Personalized Donor Funds (DAF) 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 family.

TIFIN also launched PlanIQ in response to the growing need for intuitive, fast and engaging financial planning. PlanIQ by TIFIN brings conversational AI to focus on issues of particular interest and enables advisors to engage clients in clear, collaborative and engaging conversations. It also aligns investment with identified planning needs to help create a streamlined link between optimal plans and portfolios.

About TIFIN

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

Founded at the end of 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 removing the friction investors face. The firm’s management committee is made up of Jack Swift, Anil Arora, and Sharon French in addition to Dr Nair. Each member brings a diverse set of perspectives and a proven track record in finance and technology.

TIFIN manages Magnifi, an investment market fueled by research; TIFIN WealthTech, a platform allowing advisors to use fintech to grow; Financial responses, a platform for financial media assets and Distill, an intelligent customer data platform.

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TIFIN

TIFIN

About TIFIN

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

Founded in 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 removing the friction investors face. The firm’s management committee is made up of Jack Swift, Anil Arora, and Sharon French in addition to Dr Nair. Each member brings a diverse set of perspectives and a proven track record in finance and technology. TIFIN’s oversubscribed Series C valued the company at $ 448 million and included Hamilton Lane, a leading private markets investment manager, as well as additional investments from Series B investors, JP Morgan, Morningstar and Broadridge.

TIFIN manages Magnifi, an investment market fueled by research; TIFIN WealthTech, a platform allowing advisors to use fintech to grow; Financial responses, a platform for financial media assets and Distill, an intelligent customer data platform.

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