Tifin Wealth
TIFIN Wealth is a cutting edge proposal generation platform that enhances financial advisory services by delivering personalized investment solutions. It helps advisors optimize portfolio recommendations, improve client engagement, and align investments with individual risk tolerance and financial goals.
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Verified contacts
6
available on Kipplo
LinkedIn employees
11 to 50
headcount range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
4
tools in use
Monthly traffic
157
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- MF
Matt Fritsch
Head of Marketing · Advertising & Marketing
EmailPhone - RP
Robert Pereira
Managing Director & CEO of Broker Dealer · Finance & Accounting
EmailPhone - YD
Yash Dixit
Chief Experience Officer · General Business & Management
EmailPhone
Showing 3 of 6 verified contacts
Top roles at Tifin Wealth
6 distinct titles indexed · top 6 shown.
- 1chief experience officer
- 1developer
- 1director of enterprise success
- 1head of marketing
- 1managing director & ceo of broker dealer
- 1sales development representative
Sign up to unlock all 6 contacts at Tifin Wealth
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Sign up to reveal 6 verified contacts at Tifin Wealth
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Trusted by sales, marketing, and GTM engineering teams.