News from TIFIN, iCapital, and Schwab | Wealth Management
Latest acquisition is international for TIFIN, as iCapital goes to work in France and Italy.
Source: wealthmanagement.com
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TIFIN Closes $109M Series D Round | Wealth Management
Franklin Templeton and Motive Partners join the latest round for TIFIN, which will fuel additional growth at the wealthtech startup incubator.
Source: wealthmanagement.com
Armor-IIMAK and Astorg officially become partners
May 4 has marked the official entry of the European private equity company Astorg into the capital of Armor-IIMAK, an Armor group company, as a minority shareholder (40 percent). The capital contribution, the amount of which remains confidential, will support the EUR 150 million investment plan over the next four years. ‘On behalf of the Armor Group, I am delighted to be able
Source: labelsandlabeling.com
TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through its AI-powered Platform for Personalized Engagement
Commonwealth and Sanctuary Wealth are among firms that have signed on to use Clout by TIFIN to help drive growth for their advisorsAnnouncement follows recent launch of TIFIN Grow to help advisors know
Source: finanznachrichten.de
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
Expansion into Private Markets, Philanthropy and Planning follows recent oversubscribed Series C that valued the firm at $448mm and included Hamilton Lane, a leading private markets investment manager
Source: finanznachrichten.de