- Tifin, a wealth tech firm based in New York, has appointed Brooke Juniper as the new CEO of its AI-driven investment platform, Sage.
- Juniper’s role will focus on accelerating the adoption of investment-related conversational AI capabilities within wealth enterprise firms, aiming to enhance the Sage platform’s functionality and market penetration.
- Sage is tailored for financial advisors, offering portfolio insights and recommendations through its AI assistant feature.
- Juniper joins Tifin from BlackRock, where she served as managing director and head of digital engagement, overseeing the digital ecosystem and portfolio toolkit for over 100,000 wealth advisors.
- During her tenure at BlackRock, Juniper set the vision, commercial strategy, and roadmap for the company’s advisor center, contributing to the enhancement of digital engagement within the firm.
- Before BlackRock, Juniper worked at Australia’s Mercer Global Investments for seven years and served as a board member of the CFA Society of Melbourne.
- With her extensive background in finance and technology, Juniper’s appointment signals Tifin’s commitment to advancing the technological capabilities of its wealth management solutions.
