TIFIN atWork dba TIFIN Wealth has filed a notice of an exempt offering of securities to raise $5,288,608.00 in New Equity Investment.
According to filings with the U.S. Securities and Exchange Commission, TIFIN atWork dba TIFIN Wealth is raising up to $5,288,608.00 in new funding. Sources indicate that as part of senior management President, Vinay Nair played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.
About TIFIN atWork dba TIFIN Wealth
TIFIN Wealth helps wealth management firms bring more individuals into the world of advice through data collection and algorithmic intelligence. TIFIN Wealth is a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor’s client view through simple goal-based planning and a financial personality assessment. TIFIN Wealth aggregates data from multiple assessments to build a broad view into a prospect or client’s wants, fears, values, and appetite for risk. Then, advisors can generate personalized proposals. Whether you are a direct investor seeking advice, an advisor looking for better solutions for your clients or an asset manager seeking to distribute your product, TIFIN’s platforms offer a wide range of capabilities to remove frictions and create engaging experiences.
To learn more about TIFIN atWork dba TIFIN Wealth, visit http://tifinwealth.com/
Contact:
Vinay Nair, President
646-389-0402
https://www.linkedin.com/in/vinaybnair/
SOURCE: http://www.intelligence360.io
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