Tifin hires ex-BlackRock MD Brooke Juniper as CEO of its AI investment platform Sage

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.