Listen "Vinay Nair, Founder and CEO at TIFIN - From Wharton professor to serial entrepreneur"
Episode Synopsis
Zoey Tang sits down with Vinay Nair, founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. TIFIN operates a collection of fully-owned subsidiaries in wealth and investments that are shaping the future of investor experience. Vinay was also the Founder and Chairman of 55ip, which was successfully sold to J.P. Morgan.
As a serial entrepreneur and investor, Vinay was also a former finance faculty member of Wharton. His teaching focuses on venture capital, private equity, and entrepreneurship. He is also recognized as an expert in the areas of sustainable and responsible investing and has written “Investing for Change”, a book published in 2008 by Oxford University Press.
In the episode, Vinay covers his journey from academics to entrepreneurship, how TIFIN is helping transform Wealth Management for consumers and financial advisors, and how TIFIN is pioneering in the space using Gen AI through partnership with incumbents.
As a serial entrepreneur and investor, Vinay was also a former finance faculty member of Wharton. His teaching focuses on venture capital, private equity, and entrepreneurship. He is also recognized as an expert in the areas of sustainable and responsible investing and has written “Investing for Change”, a book published in 2008 by Oxford University Press.
In the episode, Vinay covers his journey from academics to entrepreneurship, how TIFIN is helping transform Wealth Management for consumers and financial advisors, and how TIFIN is pioneering in the space using Gen AI through partnership with incumbents.
More episodes of the podcast Wharton FinTech Podcast
Flex & Maza's Robbie Figueroa - From Neobank to Solopreneur OS: Building Maza and Merging with Flex
30/07/2025
Credit Karma Chief of Staff & VP Growth Ops, Ashwin Murthy - Trust & Personalizing Finance with AI
25/07/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.