The TIFIN Group Acquires Assets of Totum Risk and myFinancialAnswers
March 24, 2021
The TIFIN Group acquired the assets of risk-profiling firm Totum Risk and personal financial planning provider myFinancialAnswers to accelerate the launch of its risk and financial planning solutions. The CEOs of both businesses, Larry Shumbres and Ben Pitts, will join TIFIN; Totum's brand will be retained while the financial planning offering will launch under a new, unannounced brand. Terms were not disclosed.
- Buyers
- THE TIFIN GROUP
- Targets
- Totum Risk, myFinancialAnswers
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Summit Wealth Group Acquires Financial Investment Team (FIT)
September 4, 2026
Wealth Management
Summit Wealth Group acquired Financial Investment Team (FIT), a Portland, Oregon financial planning practice managing approximately $224 million in client assets. The deal brings all 10 FIT employees (including three advisors) into Summit and establishes Summit’s first Pacific Northwest office presence, while also addressing founder Diana Harrison’s succession needs.
-
Western & Southern Financial Group Acquires Till Financial
April 27, 2026
Payments & Fintech
Western & Southern Financial Group announced it has acquired Till Financial, a fintech platform focused on “family banking” for families raising financially capable kids. The deal expands Western & Southern’s digital, direct-to-consumer strategy and diversifies its portfolio beyond traditional insurance and financial products.
-
TIFIN Give Acquires Giving Place
February 1, 2024
Wealth Management
TIFIN Give, the philanthropy platform of AI-driven wealth technology company TIFIN, has acquired Giving Place, a philanthropy software solution for family offices and private foundations. The deal expands TIFIN Give’s capabilities to serve family offices and foundations and increases the combined platform’s scale and resources to support wealth enterprises and employers.
-
Simplicity Group Acquires Total Financial and Insurance Services
April 26, 2023
Financial Services
Simplicity Group Holdings, Inc. has acquired California-based Total Financial and Insurance Services. As part of the transaction, Total Financial principals Diana Greenberg, Scott Whitehead and Kimberly Fleming join Simplicity as partners and will continue to run the business to help expand Simplicity's national life insurance distribution platform.
-
TIFIN's FinancialAnswers.io Acquires Stock News Network (StockNews.com)
August 24, 2021
Media & Entertainment
TIFIN, via its fintech subsidiary FinancialAnswers.io (Financial Answers), has acquired Stock News Network, the operator of StockNews.com. The deal expands FinancialAnswers.io's financial media portfolio and capabilities — adding audience, content, and fintech/AI-driven tools to its centralized data and widget strategy.
-
Abrigo Acquires FARIN Financial Risk Management
March 5, 2019
Financial Services
Abrigo, a provider of compliance, credit risk and lending technology for community financial institutions, acquired Wisconsin-based FARIN Financial Risk Management to bolster its enterprise risk management and asset-liability management capabilities. The deal is an add-on to Abrigo (which is backed by private equity firm Accel-KKR) intended to expand product and advisory offerings for community banks and credit unions.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.