PFWiz
Curated by SignalPersonal financial planning app enabling users to manage finances independently.
Overview
PFWiz is a company that offers solutions for financial planners and advisors through a range of personal financial planning applications. The platform aims to assist individuals in managing their finances independently, particularly in response to the high costs typically associated with traditional financial advisory services. PFWiz's primary application allows users to assess their financial goals and consider different scenarios, which may contribute to improved financial literacy and decision-making. The platform features an interface designed for ease of use and incorporates algorithms for real-time tracking of financial progress. PFWiz seeks to provide affordable tools and resources to increase access to personal financial planning for a wider audience.
Key facts
- Founded
- 2016
- Headquarters
- San Diego, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
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