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Pefin is completely free during our beta period. We'll be rolling out access over the next few weeks.
For the first 10,000 users who sign up Pefin is just $6/month for the first year (50% off the regular price).
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Meet Pefin
The Artificial Intelligence Financial Advisor
at 1/20th the cost of a human advisor
Start Tour
All Your Accounts, In One Place
Checkings
Savings
Credit Cards
Loans
Investments

You can connect all of your online financial accounts to Pefin — from your bank accounts and credit cards to your savings, mortgages, loans, and investment accounts.

Pefin builds a complete picture of your current finances in minutes.

Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more

Pefin helps you plan for the big and small things in life - from having a child, to sending her to college, to an annual vacation, or paying off a car.

Each plan factors in hundreds of details letting you see how your life truly changes over months and years.

Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
The details Pefin takes care of
  • daycare costs where you live
  • nanny and babysitter expenses
  • diapers, toys, healthcare, and so much more
  • cost of private school where you live
  • child related tax deductions and exemptions
  • one time expenses (e.g. baby gear and nursery)
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
  • property taxes by location
  • mortgage rates by loan-to-value and location
  • cost of living changes
  • maintenance, utilities, insurance, and PMI
  • closing costs by location
  • mortgage interest and property tax deductions
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
  • social security benefits
  • medicare premiums (parts A to D)
  • medicare gap insurance
  • change in healthcare expenses by age
  • out of pocket healthcare expenses by age
  • insurance (self-coverage) for early retirees
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
  • tuition, fees, room & board for every US university
  • student loan interest rates
  • year over year cost increases above inflation
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
Pefin also helps you plan for
  • annual vacations
  • a new car
  • time off work
  • a career change
Intelligent Guidance

We show how your plans connect together. How will a new home affect your monthly spending? Will you receive additional tax savings? What happens if you have a child? Does paying for her college change when you can retire?

And, if things get tight, we’ll guide you through the best possible options so they are back on track.

We Learn From You

The plans you make with Pefin are not something you do one time and revisit months later.

Our AI technology learns from your spending and savings patterns. And, we keep track of markets and changing economic conditions. If your plans' affordability changes, we’ll tell you right away and show you what to do next.

Investments Personalized For Your Life

How you save and invest should be as unique as your life.

Pefin’s AI Investment Advisor constructs and manages investment portfolios linked to your plans and preferences. Your investments are always tailored to achieve the best financial outcome for you. No more one size fits all approaches.

Coming Jan 2017

Sound Interesting?
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Notify me on launch
Although our Beta is now closed to new users, sign up and be among the first to know when we launch!
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Thanks for requesting to be notified.
We will reach out to you when we launch!
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