@Work Partners with HUB International to Enhance Participant Engagement in Retirement and Private Wealth

BOULDER, Colo., May 28, 2025 /PRNewswire/ -- TIFIN @Work, the leading AI-powered platform unifying retirement, workplace benefits, and wealth, announces that it has secured a key strategic multi-year partnership with HUB International (HUB), a leading global insurance brokerage and financial services firm, to integrate TIFIN's solution into HUB FinPath, the firm's wellness platform, to elevate participant engagement in the retirement plans it administers on behalf of its client.

With more than 9,400 retirement plans, $178 billion in assets under administration, and 1.8 million employees served through its Retirement and Private Wealth (RPW) practice, HUB is a market leader in workplace financial services.

"This partnership is about supporting HUB to transform the way it connects with employees and empowers advisors," said Marc McDonough, CEO of TIFIN @Work. "By connecting participants to FinPath and HUB advisors through a modern AI native experience, we're helping their advisors deliver more relevant support, faster – deepening relationships and expanding impact.

"HUB is committed to providing employers with solutions that improve the financial well-being of their employees," said Adam Sokolic, Chief Operating Officer at HUB International. "TIFIN @Work's ability to connect workplace wealth initiatives to actionable financial outcomes makes them a valuable partner in our efforts to serve employers and employees and create a unified experience that makes it easier for employees to access personalized guidance and tools for building financial confidence."

The collaboration was supported by Franklin Templeton, a strategic investor in TIFIN and a long-time advocate for innovation in the workplace and retirement ecosystem.

"The direction of the industry is clear—employers and providers must deliver more integrated, personalized financial solutions in the workplace," said Yaqub Ahmed, Global Head of Retirement, Workplace & Wealth at Franklin Templeton. "Partnerships like this one between HUB and TIFIN @Work are paving the way forward, meeting rising employee demand and unlocking long-term growth for the industry."

Through the partnership, HUB will leverage TIFIN @Work to:

• Deliver AI-powered, intentional and actionable financial guidance to plan participants
• Seamlessly route participants to HUB's financial coaches and broader service offerings
• Increase engagement across retirement and benefit offerings
• Drive personalized actionable insights that lead to deeper relationships and new revenue

This agreement builds on TIFIN @Work's momentum with large enterprise clients and reflects the accelerating convergence of retirement, workplace benefits, and wealth management. This collaboration signals a bold step toward a future where workplace engagement drives long-term wealth growth.

About TIFIN @Work:

TIFIN @Work bridges the gap between workplace and wealth management, empowering employees to optimize their workplace benefits within the context of their financial goals. The AI-driven platform connects employees with actionable insights while enabling wealth enterprises to convert participants into long-term clients.

The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN's companies include TIFIN Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, and Give. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others.

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SOURCE The TIFIN Group