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 streamline charitable giving for clients of financial institutions. Founded in 2017 and headquartered in Charlotte, North Carolina, Amicus.io specializes in creating an integrated giving experience that combines online banking with philanthropic activities. Its platform supports donor-advised funds and is tailored for community foundations and charities, allowing for seamless integration with existing systems, such as online banking, peer-to-peer payment systems, and roundups. By focusing on impact monitoring and mobile software, Amicus.io aims to provide a simple and immersive donation experience that encourages more individuals to engage in philanthropy.

Qualis Capital is a financial services firm that specializes in alternative investment solutions. The company has developed a cloud-based platform that streamlines the investment process, allowing investors to access a curated selection of investments with lower minimums and institutional pricing structures. Through this platform, investment professionals can research and select advisers and private funds from a diverse range of vetted investment managers. Qualis Capital aims to enhance the accessibility and efficiency of alternative investments, thereby empowering its clients to make informed investment decisions directly.

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 established in 2014 and headquartered in New Jersey, dedicated to providing personalized financial solutions to its clients. The platform allows users to input their financial status and objectives, generating tailored financial advice and strategies. In addition to personalized recommendations, MyFinancialAnswers features an activity center that enables users to monitor their savings, expenditures, and financial timelines. The company collaborates with employers, financial professionals, and individual consumers, enhancing the accessibility of financial planning tools and content. Through its innovative approach, MyFinancialAnswers aims to empower individuals to achieve their financial goals, such as saving for college and planning for retirement.

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.