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New Deal


Announced

Completed

Franklin Resources and Motive Partners led a $109m Series D funding round in TIFIN.

Financials

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Transaction Value£89m
Consideration TypeCash
Capital Owned-
Capital Bid For13%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Minority

Private

FinTech

Completed

Venture Capital

fintech platform

Domestic

Private Equity

Friendly

financial technology

Acquisition

United States

Synopsis

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Franklin Resources, a provider of investment advisory services, and Motive Partners, an investment firm, led a $109m Series D funding round in TIFIN, a fintech platform using artificial intelligence and investment-driven personalization, with participation from Hamilton Lane, JP Morgan Asset Management, Morningstar, and Broadridge. "Wealth-tech and personalized advice are rapidly reshaping how financial solutions are delivered. As a strategic investor, we are excited to partner with TIFIN on developing cutting edge digital solutions powered by a wide range of investment strategies, sophisticated algorithms and scalable technology," Jenny Johnson, Franklin Templeton President and CEO.

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