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 Client Solutions
White-label digital planning and advice With Pefin delivered as a white-label solution to your clients, you can focus on serving more clients digitally and growing your business. Your digital planning and advice solution is fully hosted, managed, and supported by the Pefin team. The optional robo-advisor investing feature operates through a......
