Pefin
Curated by SignalAI-driven financial planning platform enhancing accessibility and affordability.
Overview
Pefin is a fintech company that offers AI-driven financial planning solutions aimed at helping individuals manage their personal finances. The platform consolidates financial data to provide users with an overview of their financial status. Pefin's offerings include personalized financial advice, robo-investment services, and customized financial planning, which cater to various objectives such as retirement and wealth accumulation. Additionally, Pefin targets financial institutions by integrating its platform into their existing digital services, supporting both fully digital and hybrid advisory models. This strategy seeks to enhance the accessibility and affordability of financial planning for a wide range of users, facilitating informed financial decision-making.
Key facts
- Founded
- 2012
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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