AI-Centric Tech Platform TIFIN Announces New President

Robert Pettman Was Previously EVP of Wealth at LPL Financial


TIFIN, a prominent innovator in AI-driven technology for the financial sector, has announced the appointment of Robert Pettman as its new Chief Revenue Officer and President. This strategic move is set to enhance TIFIN’s initiatives in expanding its AI-centric platforms across major wealth enterprise firms.

Robert Pettman, previously Executive Vice President of Wealth Management Solutions at LPL Financial, is recognized for his substantial expertise in the financial services industry. During his 19-year tenure at LPL, Pettman managed the firm’s wealth management platform, overseeing key areas such as investment product distribution, advisory platforms, research, retirement plan business, and partnerships with technology and product companies. His extensive background in product management and wealth management strategy positions him uniquely to lead TIFIN’s revenue generation strategies and business growth.

In his new role, Pettman will report directly to TIFIN’s Founder and CEO, Dr. Vinay Nair. Dr. Nair expressed his enthusiasm about Pettman’s appointment, noting, “Rob’s deep understanding of the financial advisory landscape and his proven leadership skills are invaluable as we scale our operations and enhance our technological offerings. His insight into the challenges faced by advisors, asset managers, and insurance providers will drive our ongoing innovation.”

TIFIN stands at the forefront of applying artificial intelligence to the wealth management industry, aiming to empower financial advisors with enhanced tools for better client outcomes. Pettman’s role will include forging strategic partnerships and spearheading growth initiatives, reinforcing TIFIN’s market presence as a leader in AI-powered financial technology.

Commenting on his new role, Pettman remarked, “I am thrilled to join TIFIN at this pivotal time. The opportunity to contribute to a company that leverages cutting-edge AI technology to improve the financial advisory process is incredibly exciting. I look forward to driving further success and innovation at TIFIN.”

TIFIN’s portfolio includes various companies lincluding Magnifi, TIFIN Wealth, and TIFIN Give, among others, which collectively strive to eliminate friction in wealth and asset management through data science, AI, and technology. The firm has received backing from several major industry players, including JP Morgan, Morningstar, and Franklin Templeton.