Data overload. Fragmented insights. Static tools. Leadership gaps. Sound familiar? TIFIN AMP was built to solve these exact challenges for distribution teams. In his latest interview with WealthManagement.com, Rob Pettman highlights how AI can deliver the Big Three Outcomes that every distribution leader is after: Growth, Risk Reduction, and Cost Savings. We take the overwhelming data, scattered tools, and disconnected insights your team faces daily — and transforms them into actionable, prioritized opportunities that align sales, marketing, and leadership to drive results. #AI #Innovation #growth
TIFIN AMP
Investment Management
Boulder, CO 1,573 followers
Your AI Partner For Modern Distribution
About us
We combine marketing, data science and sales enablement capabilities to drive more intelligent distribution for the asset management industry.
- Website
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https://tifinamp.com
External link for TIFIN AMP
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Boulder, CO
- Type
- Privately Held
- Founded
- 2022
- Specialties
- Asset management and Investment management
Locations
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Primary
2440 Junction Place
Suite 300
Boulder, CO 80301, US
Employees at TIFIN AMP
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Jeff Mehi
Wealth Partnerships | Distribution strategy | Data enablement | Analytics and Insights | Marketing and digital intelligence |
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Josh Peter
Customer Success at TIFIN
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Charlie Shaffer
President and Chief Revenue Officer
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Michael Lewis
Cofounder & CTO @ TIFIN AMP | AI, Machine Learning, Data Engineering
Updates
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We're proud to have a team of experts pushing boundaries and driving innovation in distribution strategies. From machine learning specialists to client success leaders, each member of our team brings deep expertise and passion to helping our partners achieve data-driven excellence. #AI #wealthmanagement
🌟 January Employee Spotlight: Sarah Reitmeister 🌟 This month, we’re thrilled to highlight Sarah Reitmeister, a standout member of TIFIN’s Machine Learning team. Sarah’s technical expertise and unwavering dedication have driven significant impact, particularly in her work with several prominent asset manager partners. By evolving their algorithms, Sarah delivered curated, measurable improvements that not only enhanced the client experience but also strengthened key partnerships. “I love the challenge of solving intricate puzzles every day, uncovering insights to drive and streamline distribution for our clients,” Sarah shares. “Collaborating with such a talented, high-impact team makes the work even more rewarding.” Michael Lewis, TIFIN AMP’s Chief Technical Officer, echoes this sentiment: “Sarah’s ability to innovate and deliver tangible results is constantly raising the bar. Her contributions exemplify the talent and dedication she brings to the team every day.” Thank you, Sarah, for your remarkable contributions and for continually raising the standard of excellence at TIFIN and TIFIN AMP. Here’s to even greater achievements ahead! 🚀 #EmployeeSpotlight #MachineLearning #Innovation #ClientSuccess #BetterWealthOutcomes Anna Steward Stacy Carter Rob Pettman Josh Peter Jeannette Freedman Kuda Tom Van Horn Charlie Shaffer Samantha Kozsey Davison
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Happy New Year from TIFIN AMP! Here’s to a year of simplifying complexity, connecting meaningfully, and achieving better results together. Cheers to 2025 and all the opportunities ahead! #innovation #AI
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Want to learn more? Michael Lewis shares the benefits of a closed technology system in this article: https://lnkd.in/eprSJ_3w #wealthmanagement #AI #Innovation
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AI is reshaping the way advisors connect with and serve their clients. Rob Pettman’s perspective in this Barron's article highlights key trends that will shape the future, and we’re proud to be part of this journey. #wealthmanagement #AI #innovation
The use of AI within wealth enterprises promises to continue to evolve in meaningful and impactful ways in 2025. This Barron's article discusses ways in which I predict wealth management firms will differentiate themselves in the marketplace in the year to come by deploying AI at scale. #fintech #wealthtech #wealthmanagement
4 AI Trends to Watch in Wealth Management in 2025
barrons.com
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Cheers to a holiday season of innovation, connection, and celebration. Happy Holidays from all of us at TIFIN AMP! Jeannette Freedman Kuda Charlie Shaffer Jeff Mehi Samantha Kozsey Davison Michael Lewis Paul Drabinski Michael Bryce Josh Peter Campbell Johnson #AI #wealthmanagement #innovation
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Big ideas in Boulder! Some of the TIFIN AMP and TIFIN AG team members in town together for a few days! From solving problems to team meetings, these sessions have been a masterclass in collaboration. #Teamwork #Innovation #AI Rob Pettman Jeannette Freedman Kuda Michael Lewis Jeff Koeneman Josh Peter Sonny Rivera Miles Cree Samantha Kozsey Davison Paul Drabinski Sarah Reitmeister Dave Lamy Laura Kimble Shrutika Troup Michael Bryce Stephanie Hild Samuel K. Akshara G. Raghav Babu Bryan L. Surya G Khaja Shaik Sachin Rathod Todd Cooper, CIMA Shakil Abbas
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ICYMI: In his latest article, Michael Lewis highlights how TIFIN AMP's closed-system approach drives faster innovation and delivers seamless, actionable insights for asset managers. This purpose-built platform is redefining how data and intelligence fuel growth opportunities. #innovation #AI Jeannette Freedman Kuda Charlie Shaffer Jeff Mehi Josh Peter Paul Drabinski Campbell Johnson
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In the world of tech innovation, the debate between open and closed systems has shaped progress for decades. At TIFIN AMP, we’ve embraced the closed-system philosophy, ensuring end-to-end control over our platform to deliver superior outcomes for asset managers. In his latest article, Michael Lewis explores how this approach—rooted in supervised AI and purpose-built for asset managers—simplifies complexity, enhances usability, and sets a new industry standard. #TIFINAMP #WealthTech #AssetManagement #Innovation #ClosedSystem
The Benefits of a Closed System: Why TIFIN AMP Prioritizes Control for Superior Results | TIFIN AMP
tifinamp.com
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How is AI reshaping the industry? Rob Pettman dives into this question in his Q&A with Wealth Solutions Report. Rob shares how AI is delivering measurable success to wealth management firms. #wealthmanagement #AI #innovation
AI is opening new doors for personalization, scalability, and growth. I recently had the opportunity to share my thoughts with the Wealth Solutions Report on how AI is empowering advisors, enhancing client relationships, and driving innovation across the industry. Check out this Q&A and provide your thoughts. https://lnkd.in/ee9izP_c TIFIN #innovation #wealthmanagement #AI
AI In Wealth Management: Navigating Practical Impact And Future Growth | TIFIN
tifin.com