Many companies use artificial intelligence and machine learning to deliver services in consumer fintech. Still, TIFIN uses those tools to drive the personalization of wealth management, founder and CEO Vinay Nair said.

Formerly a finance professor at the Wharton School, Nair founded 55ip, a tax-smart investment strategy engine. He sold the company to J.P. Morgan in December 2020 and remains a special advisor to the CEO of J.P. Morgan’s asset management business.

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