TIFIN

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!

Year-end giving shouldn’t be about checking a box. It should be about real, lasting impact. TIFIN Give is innovating the game by transforming donor-advised funds (DAFs) into powerful public campaigns. Forget external platforms—now you can rally your entire network to support causes that truly matter. Philanthropy isn’t static, and if you're still relying on old-school methods, you're falling behind. It’s time to stop “doing good” and start driving change. Read the latest article from Rob Burgess to see how DAFs are elevating charitable giving. https://lnkd.in/dQGBHTY4 #wealthmanagement #philanthropy #elevatingthegame #donoradvisedfunds #betterwealthoutcomes Vinay Nair Paul Lussow Rob Burgess Cor Hoekstra Lynda Lee Blake Rohde Jeffrey Grossman Katie Gervase Stacy Carter Rob Pettman Tom Van Horn

The workplace financial landscape is overdue for a shift. TIFIN @Work’s partnership with Concurrent delivers what employees and employers actually need: actionable solutions that make a measurable difference. TIFIN @Work’s AI-driven insights align seamlessly with Concurrent’s advisory expertise to create outcomes—not noise. This is about driving results. Smarter decisions. Real financial confidence. It’s a pragmatic approach to a problem that demands one. Read the details here: https://lnkd.in/eHavYH6s #WorkplaceInnovation #FinancialSolutions #AIMeetsAdvisory #BetterWealthOutcomes Vinay Nair Marc McDonough, Casey Bates Ryan Dolan Nate Lenz Scott Steele Rob Pettman Stacy Carter Tom Van Horn Brooke Juniper Jeannette Freedman Kuda Paul Lussow Thomas P Brennan III