Tifin

TIFIN AMP is an AI platform that will modernize distribution for asset management companies.

Challenger is a developer of a digital savings platform that enables payments and money transfer businesses to issue digital bank accounts for their customers. The platform is designed to enhance customer loyalty by optimizing interest rate earnings for checking and savings accounts at various banks. Additionally, Challenger partners with employers to promote savings among employees, offering them financial benefits and improving personal financial outcomes. Through its services, Challenger aims to increase stability and earnings for consumers while streamlining the banking experience for both businesses and their clients.

Amicus.io is a fintech company that offers a philanthropic platform designed to simplify charitable giving for clients of financial institutions. Founded in 2017 and headquartered in Charlotte, North Carolina, Amicus specializes in community foundations and donor-advised funds. Its digital platform integrates seamlessly with existing banking systems, allowing for features such as online banking, roundups, and peer-to-peer payment systems. By providing an enterprise-ready giving platform, Amicus enables financial institutions, community foundations, and charities to offer an accessible and immersive donation experience to their clients, promoting charitable donations with ease and efficiency.

Qualis Capital is a firm that specializes in alternative investment solutions and financial services. It offers a cloud-based asset allocation platform that simplifies the investment process, providing access to a curated selection of investments with lower minimums and institutional pricing. This platform allows investors to research and choose advisers and their private funds from a diverse array of vetted investment managers. By enabling investment professionals to review and invest directly in alternative investments, Qualis Capital enhances the accessibility and efficiency of the investment experience.

Totum by TIFIN provides a multi-scoring risk tolerance toolkit designed for financial advisors and investors, emphasizing risk capacity over traditional risk preference models. This approach allows advisors to evaluate an investor's unique financial situation, incorporating comprehensive human capital factors such as geography, industry, health, family, and retirement status. The platform integrates with major custodians, broker/dealers, and insurance companies to pull in account-level data, facilitating automatic portfolio risk assessments. It features a Model Marketplace where asset managers can share and compare their investment models, and allows advisors to upload their own or utilize existing integrations for model management. Totum also offers custom Investment Policy Statements to assist advisors in meeting compliance requirements, including the SEC Best Interest Rule and FINRA's suitability rule. By leveraging big data and machine learning, Totum alerts advisors and investors to life events affecting their financial goals, enabling a more tailored investment strategy. This holistic approach helps advisors differentiate their proposals and focus on client acquisition and retention.

myFinancialAnswers is an online platform that offers personalized financial solutions to individuals. Launched in 2014 and based in New Jersey, the platform allows users to input their financial information and objectives, enabling the delivery of tailored financial advice and strategies. Additionally, it features an activity center where clients can track their savings, expenditures, and financial progress over time. By catering to unique financial circumstances, myFinancialAnswers provides recommendations for various goals, such as college and retirement savings, while also collaborating with employers and financial professionals to enhance financial planning for its users.

The world's first financial personality test, matching people to investments and advice.

Arbor is a 360 degree financial wellness platform helping users to save, invest and cut debt through an easy to use and free to download app. Our purpose is clear, to improve our users financial wellness. Arbor integrates with the user's existing banks which means they don't even have to change banks! Users create personal saving goals to enhance the saving, investment or debt freedom experience, tracking their progress effortlessly through the app

The world's first financial personality test, matching people to investments and advice.