TIFIN

Exciting News! We are thrilled to welcome Graham Day to TIFIN as our new Director of Strategic Development. Graham brings over two decades of experience in financial services, including senior leadership roles at American Equity Investment Life Insurance Company, where he served as President of Eagle Life Insurance Company, and Equitable, where he was the Managing Director and Chief Sales & Distribution Officer. In his most recent role, he was instrumental in driving business growth, strategic partnerships, and product innovation. At TIFIN, Graham will apply his deep expertise to accelerate growth in the insurance vertical, initially focusing on TIFIN AMP, and soon after, elevating the IP business by driving strategic initiatives that will expand our impact in the financial technology sector. Rob Pettman, TIFIN’s CRO and President, shared his excitement: "Graham’s leadership and strategic acumen will be invaluable as we continue to innovate and grow. We are excited to have him on board to help drive our next phase of development." Graham added: "I am honored to join TIFIN and contribute to its mission of creating better financial outcomes for millions of individuals and transforming the financial industry through technology." Please join us in welcoming Graham Day to the TIFIN team! #TIFIN #Leadership #StrategicDevelopment #FinTech #Innovation #Welcome #BetterWealthOutcomes Vinay Nair Rob Pettman Stacy Carter Tom Van Horn Brooke Juniper Marc McDonough, Paul Lussow Jeanne Rousseau Anna Steward

🌟 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

2024 has been a year of growth for the TIFIN Give team. Here are a few of our biggest highlights: 👉 745% increase in contributions year-over-year 👉 $87+ million granted to non-profits... with 20% of grants in December alone 👉 1,122% more donors on the platform year-over-year Celebrating the New Year, we are excited to drive even more impact in 2025! Paul Lussow Rob Pettman Cor Hoekstra Jeffrey Grossman Lynda Lee Katie Gervase Blake Rohde Daryl Redmond, CFA Stacy Carter #newyear #wrapped #philanthropy #wealthmanagement

AI in Wealth Management: The Tipping Point Is Here For years, wealth management has dabbled in #AI, promising efficiency and better client experiences. Yet, most initiatives remain pilots. In 2025, the game changes. Firms that stay in neutral risk irrelevance, while those embracing AI will redefine the industry. - Private markets: AI will democratize access. - Smaller firms: Leverage AI to outpace the giants. - Transparency: Success metrics will set the standard. This is beyond efficiency—it’s about survival. AI shifts advisors from administrative tasks to strategic growth. Early adopters are already seeing faster growth, stronger client relationships, and measurable results. Yes, there will be challenges—data risks, errors, learning curves. But hesitation is costlier. Read Rob Pettman’s vision featured in Barron's: https://lnkd.in/ejvjqiSf #AIInWealthManagement #FutureOfFinance #BetterWealthOutcomes Vinay Nair Brooke Juniper Marc McDonough, Tom Van Horn Stacy Carter Paul Lussow Jeannette Freedman Kuda Nicholas Salguero Kiran Nambiar

Wealth management is at a crossroads. AI isn’t just changing the game—it’s rewriting the rules. At TIFIN, we believe real innovation doesn’t chase headlines; it reshapes how we think, act, and build. In 2024, we made strides in bringing AI-driven personalization and efficiency to wealth management, solving real problems and driving better financial outcomes. But we’re just getting started. Real progress is messy, iterative, and humbling. It requires curiosity, resilience, and partners who believe we can do better. As we step into 2025, we’ll stay focused on what truly moves the needle for those we serve. Let’s keep building. From all of us at TIFIN, we wish you a joyful holiday season and a year of meaningful success. #AI #WealthManagement #FutureFocused #TIFIN #BetterWealthOutcomes Vinay Nair Stacy Carter Anna Steward Rob Pettman Marc McDonough, Paul Lussow Brooke Juniper Tom Van Horn Jeannette Freedman Kuda Tanya Bhasin

Proud to share that TIFIN @Work is featured in KWP Growth Partners’ RetireTech Map 1.0. This map focuses on the innovators reshaping the Retirement Plan Industry, emphasizing technology driven solutions that challenge the status-quo. The map is a much-needed resource for navigating the evolving complexities of workplace retirement. It highlights organizations driving genuine change and delivering forward thinking solutions across the ecosystem. A huge thank you to Lisa Kottler & Will Prest for spearheading this initiative and bringing clarity to this space. It is a tremendous accomplishment for TIFIN @Work to be listed among the organizations shaping the future of workplace retirement & contributing to meaningful workplace solutions and driving advisor engagement. Together, we are shaping the future of retirement innovation. #RetirementInnovation #FinancialWellness #AI #FranklinTempleton #WorkplaceSavings #BetterWealthOutcomes Vinay Nair Marc McDonough, Thomas P Brennan III Kevin Murphy Yaqub Ahmed Jessica Wilson, AIF® MBA Ryan Dolan Stacy Carter Rob Pettman Tom Van Horn Brooke Juniper Jeannette Freedman Kuda

It’s been quite the year at TIFIN! This week we had fun celebrating the wins and each other 🥂 2025 here we come! Vinay Nair Rob Pettman Stacy Carter Marc McDonough, CFP® Brooke Juniper Jeannette Freedman Kuda Tanya Bhasin Michael Lewis Nicholas Salguero Lynda Lee

On the heels of announcing the Concurrent and TIFIN @Work partnership, we’re excited to welcome David Montgomery, C(k)P®, CPFA®, AIF®, CRPS® as our new Managing Director of Retirement Plan Services. David’s addition is part of Concurrent’s strategic investment in the retirement space as a key driver of its long-term growth goals. Welcome to the team!