BOULDER,
Colo., Sept. 12, 2024 /PRNewswire/ -- TIFIN AG, a
leading provider of AI and machine learning solutions for the
wealth management industry, is excited to announce a strategic
partnership with Sowell Management, a registered investment advisor
(RIA) based in North Little Rock,
Arkansas. Sowell Management is committed to driving growth
through innovative client acquisition strategies. By prioritizing
this goal, Sowell Management is eager to leverage TIFIN AG's
AI-powered wealth management platform and data science expertise to
identify new growth opportunities.
"We have enjoyed a nice partnership with TIFIN through the
years," said Bill Sowell, CEO and
Founder of Sowell Management, "and are thrilled to engage in an
additional growth initiative alongside the efforts of our advisors.
Through this partnership, our firm will gain insights and
recommendations to drive asset growth through new client
acquisition while simultaneously creating efficiencies in our
business. We're confident that this focused growth strategy will
yield many opportunities for our advisors."
TIFIN AG uses artificial intelligence and advanced machine
learning to study data, identify trends, and deliver organic growth
insights to wealth enterprises. Through personalized intelligence,
advisors are empowered to make data-driven decisions to retain and
grow existing clients and identify and pursue new ones.
Jeannette Kuda, President & COO of TIFIN AG, added, "Sowell
is an ideal partner for TIFIN AG because they are motivated and
focused on creating predictable organic growth. We are proud of the
work we're doing alongside them and look forward to helping Sowell
achieve their unique growth goals. We have a proven track record of
delivering actionable recommendations to help advisors focus on the
right opportunities at the right time."
Firms, like Sowell Management, that partner with TIFIN AG
receive ongoing personalized support that is customized to their
goals and objectives. Each firm can choose from a variety of models
to drive their organic growth efforts, expand their footprint in
the marketplace, and enhance the financial advice they deliver.
About TIFIN AG
TIFIN AG is the go-to partner for wealth enterprises seeking
AI-enabled growth. Using innovative supervised AI and machine
learning technology, TIFIN AG delivers precise, actionable growth
signals to wealth firms, enabling advisors to expand their
businesses, deepen client relationships, and foster long-term
financial growth.
The TIFIN Group LLC (TIFIN), the parent company of TIFIN AG,
creates and operates companies that apply data science, AI, and
technology to address frictions in wealth and asset management.
TIFIN's companies include Magnifi, TIFIN Wealth, TIFIN Give, TIFIN
AG, TIFIN AMP, Sage, Helix, and TIFIN @Work. TIFIN has been backed
by JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, SEI, Motive Partners, and
Broadridge among others.
About Sowell Management
Sowell Management is a privately held Registered Investment
Advisor (RIA) and a trusted partner to financial advisors. Founded
in 2001 on the principle of fee-based fiduciary investing, Sowell
Management provides a transformative platform of service and
solutions that leads advisors on the path of independence - meeting
advisors where they are and taking them where they want to go.
Sowell offers a diversity of services and has a nationwide client
base. Sowell Management – there for the advisors; there for the
journey. Additional information about Sowell Management (CRD#
127145/SEC# 801-63991) is available on the SEC's website
(https://adviserinfo.sec.gov/) or FINRA's BrokerCheck
(https://brokercheck.finra.org/). Advisory Services offered through
Sowell Management, a Registered Investment Advisor.
Media Contacts
Michael Walsh
michael@therudingroup.com
Samantha Davison
Samantha.davison@tifinag.com
View original content to download
multimedia:https://www.prnewswire.com/news-releases/sowell-management-has-partnered-with-tifin-ag-to-enhance-client-acquisition-strategy-302245616.html
SOURCE TIFIN AG