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Tifin Welcomes New Executives To the Leadership Team To Accelerate Its Mission of Impact and Innovation

Aug 02, 2023almost 2 years ago

Position

Chief Operating Officer

Company

TIFIN

Stacy Carter
BoulderData And AnalyticsArtificial IntelligenceFinancial Services

Description

Stacy Carter joins as the COO of TIFIN and Bhavna Thakur joins as the COO of TIFIN.AI. TIFIN, the leading artificial intelligence platform for wealth, is thrilled to announce the addition of two exceptional leaders to its executive leadership team. Stacy Carter joins TIFIN as Chief Operating Officer at the holding company level. Stacy Carter is a seasoned veteran in the investment and technology industries. Prior to joining TIFIN, Stacy spent 5 years as Chief Legal Officer and SVP of Business Affairs at Techstars, a Boulder-based global investment and start-up accelerator business

Company Information

Company

TIFIN

Location

2440 Junction Place, Suite 300

Boulder, Colorado, United States

About

TIFIN uses AI to drive personalization for wealth management, and digital distribution for investment managers. In pursuing its mission to make investing a more meaningful driver of financial well-being, TIFIN operates an ecosystem of focused divisions that include Magnifi, a search-powered marketplace for investments; Financial Answers, a demand and data generation platform for advice and investments; TIFIN Wealth, a collection of personalization components to advisors, wealth managers and other intermediaries; and Distill, an AI-powered analytics and intelligence platform to drive digital distribution for asset managers and wealth enterprises. TIFIN is an AI-powered fintech that leverages data science, investment intelligence, and technology to deliver engaging and personalized investor experiences.

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Related People

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