About Us

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
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
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
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
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
Samantha Davison
Chief Marketing Officer

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
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

Rob Pettman
Rob Pettman
Chief Revenue Officer and President, TIFIN

A seasoned financial services executive. Formerly EVP of Wealth Management Solutions at LPL Financial. Deep experience in building businesses, investment product distribution, advisory platforms, data, research, and emerging fintech applications.

Andy Brown
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
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
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.

Growth Studio: New Podcast

Allie Carey, Chief Strategy Officer, SEI Private Banking and Wealth Management, talks about the evolving role of AI in banking.

Webinar: Best Practices for Accelerating Organic Growth Using AI

Tuesday, November 19 at 1 p.m. ET