About Us | TIFIN AG

What We Do

TIFIN AG transforms how financial advisors and wealth enterprises grow organically by leveraging AI, machine learning, and data science. With rich data partnerships, it delivers personalized insights that drive client acquisition, retention, and expansion. Advisors benefit from ongoing learning and strategic support, helping them make data-driven decisions that align with their business goals for long-term success and revenue growth.

Who We Are

Our Mission

Empower wealth managers with innovative AI-driven growth.

Our Vision

Our vision is to create a world where financial advice is universally accessible, helping individuals grow their wealth and build stronger financial futures.

TIFIN AG Leadership Team

TIFIN AG is shaped by an experienced and entrepreneurial Leadership Team

Jeannette Kuda

President and Chief Operating Officer

Finance executive with over two decades of strategic leadership and operational expertise in wealth management. Most recently, Jeannette served as Chief Operating Officer for Wealth Management Solutions at LPL Financial.

Sonny Rivera

Chief Product Officer

Innovation executive with over 25 years of experience in building data platforms, developing AI-powered products, and leading data strategy. Prior to TIFIN AG, Sonny held key roles at Ally Financial, The Hartford, and ThoughtSpot.

Jeff Koeneman

Chief Experience Officer

Client experience expert dedicated to enhancing enterprise relationships by improving user satisfaction, retention, and overall success. Former Principal Strategic Consultant at FactSet Research Systems.

Todd Cooper

Chief Revenue Officer

Business development leader with over 20 years of experience in driving growth and expanding market reach in wealth platform institutional sales. Prior to joining TIFIN AG, Todd held key leadership roles at LPL Financial, Envestnet, and Prudential Wealth Management Solutions.

Samantha Davison

Head of Marketing

Experienced marketing and communications executive specializing in client-centered communications. Previously responsible for corporate communications at Atria Wealth Solutions, and content strategy and brand marketing for LPL Financial.

Laura Kimble

Head of Data Science

Data science leader with deep expertise in data modeling, natural language processing, and analytics. Former senior data scientist at Medidata and Lockheed Martin.

TIFIN AG Board Members

Dr. Vinay Nair

Founder, Chairman and Chief Executive Officer

Serial entrepreneur, investor, Wharton professor. Founder and Chairman, 55ip (acquired by JP Morgan); Special Advisor, JPM AM; Director, DHB Capital (DHBCU). Previously, CEO, Ada Investments.

Andy Brown

CEO Sand Hill East

Works with startup founders from idea stage all the way through IPO. With over 10 years of board member experience, Andy leverages a diverse background spanning leadership roles in both established enterprises and emerging startups to help leaders think out approaches, strategies, execution plans, and decisions. Currently serves as CEO for Sand Hill East.

Rajini Kodialam

Formerly, Co-Founder Emeritus,
Focus Financial Partners

Accomplished Entrepreneur, Co-Founder, Chief Operating Officer, and Board Director with over 25 years of domestic and global experience driving sustainable business growth in financial services. Former American Express Senior Exec and Consultant at McKinsey & Company.

Brian Carlin

Former, CEO, J.P. Morgan Wealth Management & J.P. Morgan Private Capital

Over 20 years of experience in the financial industry, with expertise spanning investments, alternative investments, investment banking, wealth management, and asset management. Previously served as the CEO of J.P. Morgan Wealth Management Solutions.