Tracked deals
3
3 tracked deals across 2021-2024.
Operating Company
Financial Services
TIFIN
Boulder, Colorado, United States
TIFIN is a privately owned AI and fintech platform that builds and operates technology for wealth and asset management. Its TIFIN.AI agentic operating layer and portfolio of products apply AI and data to client service, distribution, investment workflows, workplace financial wellness, and charitable planning.
- Focus Areas
- AI-enabled wealth and asset management technology, Financial advisor and investment workflow software, Workplace financial wellness
- Website
- tifin.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Buyout
3 buyout
TIFIN Acquisition Volume by Year
Last 2 years
Supporting Data
Recent Transactions
-
February 1, 2024
- Buyer
- TIFIN Give (a TIFIN company)
- Target
- Giving Place
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
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.
-
- Buyer
- FinancialAnswers.io (Financial Answers), TIFIN (The TIFIN Group)
- Target
- Stock News Network (StockNews.com)
- Industry
- Media & Entertainment
- Location
- Illinois, United States
- Type
- Buyout
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.
-
- Buyer
- THE TIFIN GROUP
- Target
- Totum Risk, myFinancialAnswers
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
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.
Related Acquisition Pages
Selling a company? Get in front of buyers like TIFIN
Turn tracked acquisition activity into an outreach-ready buyer list.