Articles tagged "Tifin Group"
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Breen Blitz: Mercer seals Vanguard OCIO buy • Goldman[Sachs] & Cohen split • PIMCO joins ETF shift • AdvisorEngine-Schwab bond grows • Ellevest milestone • Lonsdale nets new chief • Fidelity leaks data & staff move • Collation wins RIAs • Justin Wisz returns as investor • LPL nets CMO & Tifin a CEO
OCIO sale to Mercer may be Buckley's last act • Goldman's retail lead departs • PIMCO latest to convert mutual funds • Software firm upgrades Schwab data • Krawcheck preaches wisdom of naps • Fidelity hit by data snafu, but D&I on track • New Lonsdale tech shop imminent • Vestorly founder now funding start-ups • Eight month wait for CMO ends at LPL.
March 21, 2024 at 4:41 AM
Tifin Group CEO slashes 10% of staff -- and his own pay -- to cut $10 million from annual 'burn' in the 30 days after $109-million 'D' raise
CEO Vinay Nair and eight other senior executives took a 20% pay cut, but Tifin continues to hire, and the software roll-up is open to making fresh acquisitions
June 14, 2022 at 12:06 AM
TIFIN raised $109 million at unicorn-like valuation to deliver 'single largest data platform for the world of wealth and investments' -- would deliver 'embedded' products through super apps in micro-capsules
The Colo. firm just sold 14% of its conglomerate based on an eye-popping valuation to keep up with rising cash burn and appetite to buy, buy, buy...
May 18, 2022 at 12:26 AM
Anil Arora resigns from Envestnet board the same day as his new company gets backing at an eye-popping valuation
The ex-CEO of Yodlee left his executive role at the Chicago outsourcer a while back but TIFIN is on an upswing
October 29, 2021 at 11:57 PM
Fresh off buying Totum and selling 55ip, TIFIN loads up on capital -- and brand credibility -- with three new big-name investors
JP Morgan, Morningstar and Broadridge all invested for the first time and lent star power to the rollup of unknown fintech firms.
