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Former Envestnet | Yodlee, Morningstar and Charles Schwab Executives join The TIFIN Group

Former Envestnet | Yodlee, Morningstar and Charles Schwab Executives join The TIFIN Group

Fintech platform expands leadership with the addition of Anil Arora, Tricia Rothschild and Michael Winnick

The TIFIN Group, a fintech platform that builds companies aimed at shaping the future of investor experience to drive better investor outcomes, announced expansion of its executive team and board members. The additions include Anil Arora (Former CEO of Envestnet | Yodlee), Tricia Rothschild (Former Chief Product Officer of Morningstar), and Michael Winnick (Former Head of Intermediary and Institutional Sales at Charles Schwab). Previously, The TIFIN Group announced the addition of David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab, as Executive Co-Chairman.

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“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. “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.”

Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending Markets

Anil Arora joins TIFIN portfolio company, Positivly, as Executive Co-Chairman.

Anil is a pioneer in personal finance platforms and data-driven intelligence.  He currently serves as a board member at Envestnet which he joined after their acquisition of Yodlee, where he served as Chairman and CEO.

“I’m excited to be part of an inspiring team at Positivly that has created the first-of-its-kind convergence of psychology, AI and finances to reshape how people relate to and manage their money,” said Anil Arora. “The thought leadership, talent and resources The TIFIN Group brings to its portfolio companies is remarkable. Together, we aim to help the financial services industry better serve the end investor.”

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