Pefin
39 W 32nd St Rm 1500
New York, NY 10001
Pefin is the world's first AI financial advice platform that provides affordable fiduciary financial planning and investment services at any time. Their innovative digital platform enables firms to deliver comprehensive financial solutions to a diverse range of clients, promoting financial inclusion across various demographic and wealth spectrums.
Combining cutting-edge AI technology with human expertise, Pefin offers flexibility through both digital-only and hybrid advisor models. This allows financial service providers to tailor their offerings to best meet the needs of their clients, ensuring accessible and effective financial management.
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