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About Pefin
Pefin stands for Personal Financial Intelligence. We are the world’s first AI (Artificial Intelligence) Financial Advisor.

Using patent-pending AI technology, Pefin understands your unique financial priorities - from kids, to college, to a new home, to retirement. It then creates a long term financial plan just like a world-class financial advisor. We show you what’s affordable, and keep up with changing rules, changing markets, and changing lives 24/7 - no meetings required. We provide you with a personalized strategy on how you should save, when you should pay down debt, and how you should invest. Ongoing updates coach you and help you stay on track. Unlike other investment platforms, we do not insist that you invest with us, but if you do, we make sure your portfolio is tailored to ensure your financial plans are achievable. Because we are a fiduciary, we make sure that the advice you receive is suitable and appropriate to get you the very best outcome.

All of this is offered at your fingertips - 24/7 - at 1/20th the cost traditional advisory services.

Address
360 Madison Avenue 12th Floor New York, NY 10017
Year founded
December
2011
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