Pefin
HQ Address
360 Madison Avenue, 12th Floor, New York, NY 10017, United States
Website Address
Business introduction
The World’s First AI Financial Advice Platform
Your digital partner for financial planning and advice
Pefin is the world's first AI financial advisor. We make it easier than ever to secure a happy financial future.
Our platform uses proprietary artificial intelligence technology to help you make the most important financial decisions effortlessly and confidently. We provide personalized, actionable planning and investment strategies that automatically adapt and grow with you as your life and the world around you changes.
Pefin was founded in 2011 and is headquartered in New York.
Pefin Solutions
Pefin
You’re unique, your financial plan should be too You know where you are going, but how should you plan to get there? More than savings goals, more than the stock market — you need to understand your entire financial future — simply. Pefin guides you through the priorities that matter — kids, college, a dream getaway, a new......
business needs
view solutionPefin for Business
Pefin is a partner to both US and International financial institutions and businesses who want to bring affordable, fiduciary, financial planning to their clients. Whether a bank, an insurance company, a pension fund or an asset manager, Pefin can provide AI based financial advice that your clients need, when they......
