About PlanIQ

PlanIQ was designed by a team of wealth managers, 
investment professionals, and technologists.

We bring decades of experience to solve a key problem in the financial planning industry:
 How to quickly and easily address investors’ immediate questions and acute pain points in order to build trust and move prospects to action.

The result: Consumer-friendly financial planning and engagement.

Dr. Vinay Nair
Co-Founder & CEO

Vinay has always sought to challenge the status quo in investing. He has founded numerous companies linking investments and technology (55ip, Magnifi, Positivly, and Clout) as well as running a quantitative hedge fund (Ada Investments). As a teacher at Wharton and MIT he focuses on venture capital, private equity and entrepreneurship. He is passionate about the power financial markets have to effect change in the world and in 2008 authored Investing for Change.

Iain Gillespie
Co-Founder & CPO

A founder and product focused executive, Iain’s passion is making the complex more intuitive. He has spent nearly a decade in financial services with Aberdeen Standard Investments, leading acquisitions focused on getting closer to the end customer through thematic investing, ESG and private markets. He ultimately realised the power to solve that problem lay in technology, transitioning from M&A to HTML, learning web development at the University of Pennsylvania. At night, he built prototypes for ideas he had to better align investors with their wealth, one of which is now Positivly. He founded Positivly in 2019 harnessing positive psychology science to better match investors to products and advice, using a Financial Personality Test.

Ben Pitts
Co-Founder & Chief Revenue Officer

Ben Pitts is Chief Revenue Officer at PlanIQ by TIFIN. Prior to joining TIFIN, Ben was the CEO and Co-Founder at myFinancialAnswers, a FinTech company that aimed to democratize financial planning. TIFIN acquired myFinancialAnswers’ intellectual property in 2021 and Ben joined to start PlanIQ as employee #1. Ben started his entrepreneurial career in 2012 as a Partner at Cypress Financial Planning, an independent financial planning and investment advisory firm. He continues to support the growth of the firm where the team now manages over $250 million for about 300 individuals and families.  Ben began his career in wealth management at Goldman Sachs in 2008. Before joining Goldman, he served in various roles at Fortune 500 companies Caesars Entertainment and Eli Lilly & Company. Ben is a graduate of the United States Military Academy at West Point where he was a 4-time Sprint Football letter award winner and was voted Team Captain by his teammates. He earned an MBA at the University of Virginia’s Darden School of Business.

Garrett Patrick
VP of Product

Garrett Patrick is the VP of Product for PlanIQ by TIFIN. Prior to joining PlanIQ, Garrett spent nearly eight years at FactSet Research Systems building industry leading FinTech products across institutional asset management, wealth management, and banking. He specialized in the product management and development of enterprise APIs and real-time exchange data.Garrett is a graduate of the University of Colorado at Boulder, with a degree in Finance and a specialization in International Business and Behavioral Finance.

PlanIQ is a fully owned division of TIFIN. We are headquartered in Boulder, Colorado.

Learn more about our team here.

Strategic Partners Include

Hamilton Lane Logo
Morning Star logo
J.P. Morgan
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It’s time for a plan.