Fintech Firm TIFIN Group Adds 3 Financial Services Veterans To Leadership

Boulder, Colo.-based fintech development platform The TIFIN Group announced the addition of three seasoned financial services executives to its leadership.

Anil Arora, the former CEO of Envestnet | Yodlee, will become executive co-chairman of Positivly; Tricia Rothschild, former chief product officer at Morningstar, will become board advisor to Magnifi; and Michael Winnick, former head of intermediary and institutional sales at Charles Schwab, will become TIFIN Group chief revenue officer.

[Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman]

“We are delighted to expand the TIFIN ecosystem with proven leaders that bring experience, expertise, execution skills and vision,” said Vinay Nair, chairman of The TIFIN Group, in released comment. “Their addition to our platform further accelerates the change we are bringing to the industry through the emphasis of “fin” in fintech and redesigning solutions with the client at the center.”

Positivly is an investment platform that combines principles of behavioral finance with portfolio management using positive psychology. Arora, who currently serves as an Envestnet board member, brings expertise in personal finance platforms and data-driven intelligence to Positivly’s leadership.

Magnifi is a financial search platform that uses natural language processing to offer what is billed as “the world’s first semantic search engine.” Rothschild’s presence as board advisor is intended to help create enterprise partnerships with advisory and asset management firms.

TIFIN Group is a venture capital firm focused on innovation within advisor-facing wealth management technology. In his new role, Winnick will work across TIFIN’s portfolio, selling to the investment advisory and wealth management channels.

TIFIN currently has six portfolio companies: 55ip, Magnifi, MIO, Arbor, Positivly and Farther.