Private Equity Finance Institute

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Website
115 E 57th St
New York, NY 10022
+1 (212) 380-6999
http://www.pefin.com

The Private Equity Finance Institute, based in New York, offers a pioneering AI-powered financial advice platform known as Pefin. This initiative enables clients to access affordable fiduciary financial planning and investment services anytime, enhancing accessibility and inclusivity in financial management.

Pefin supports various service models, including both digital-only and hybrid approaches with human advisors, allowing firms the flexibility to tailor their offerings. The platform is designed to cater to a diverse range of clients across different demographics and wealth spectrums, driving financial inclusion effectively.

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