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Top News In Manager Platform Today - Breaking & Trending Today

WealthStack Roundup: TIFIN AMP Partners With BetaNXT

Published: December 15, 2023

Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis.

Source: wealthmanagement.com

WealthStack Roundup: TIFIN Announces New Leadership

Published: August 4, 2023

Also, Advisor360 announces several client portal and platform updates.

Source: wealthmanagement.com

Related Topics:

United States New York Vinay Nair Bhavna Thakur Stacy Carter Franklin Templeton Massachusetts Mutual Life Insurance Company Commonwealth Financial Network Flatiron Health Top Holdings Manager Platform Motive Partners Hamilton Lane Asset Management Wealth Management Industry Award Mutual Life Insurance Company York City Based Modern Life Thrive Capital

TIFIN Launches TIFIN.AI Platform

Published: July 28, 2023

J.P. Morgan declined to disclose the terms of the latest investment in TIFIN.AI but did confirm it is the lead investor.

Source: wealthmanagement.com

Related Topics:

Vinay Nair Wally Okby Franklin Templeton Aite Novarica Group Javelin Strategy Manager Platform Asset Management Motive Partners Hamilton Lane Datos Insights

TIFIN AMP Spinoff Raises $10M in Series A Funding

Published: June 9, 2023

A new board has been created which is independent from the parent company.

Source: wealthmanagement.com

Related Topics:

Alvi Abuaf Vinay Nair Javelin Strategy Research Manager Platform Motive Ventures Javelin Strategy

WealthStack Roundup: Vestwell To Support Chase's Everyday 401(k)

Published: May 12, 2023

Also, TIFIN Wealth will offer free access to its platform to NAPFA-aligned advisors.

Source: wealthmanagement.com

Related Topics:

United Kingdom Mark Evans Jpmorgan Chase Co National Association Of Personal Financial Advisors Fidelity International Strategic Ventures Commonwealth Financial Network Intuit Quickbooks Wells Fargo Strategic Capital Fin Venture Capital Goldman Sachs Principal Strategic Investments National Association Personal Financial Advisors Manager Platform Conquest Planning Strategic Advice Manager Fidelity International Strategic

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