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Tifin To Acquire Qualis Capital, Launches Two New Business Units

The acquisition will provide advisors access to select private market managers; the new units focus on personalized giving and planning.

Fintech incubator and holding company Tifin announced Wednesday an undisclosed investment in and an agreement to acquire Qualis Capital. The deal is subject to regulatory approvals.

At the same time, Tifin announced two business unit launches, bringing its current total to 11. One is called Louise, and is intended to enable personalized giving experiences for families. The other, PlanIQ, is meant to simplify financial planning through the use of conversational AI. Tifin President Jack Swift hinted at the new units in a recent Wealthies Circle podcast.

The Qualis partnership and impending acquisition will provide advisors using the Tifin suite direct access to selected private market managers via the Qualis fintech platform, which first launched in 2019.

"The acquisition of Qualis furthers TIFIN’s mission to deliver private investments to the retail world through advisory channels. Hamilton Lane is committed to enabling access to our asset class for a broader group of investors and is excited to be partnered with a leader in technologically-driven wealth management solutions.” stated Erik Hirsch, head of strategic initiatives at Hamilton Lane in a statement.

It only has been a month since Tifin announced a $47 million Series C funding raise with Hamilton Lane coming in as a new strategic investor and joining J.P. Morgan Asset Management, Morningstar and Broadridge, all of which previously had participated in Tifin’s Series B round.

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