Pefin Email Format
Financial ServicesNew York, United States2-10 Employees
Pefin operates in the financial services sector, offering an AI-powered platform designed to support personal financial decision-making. The service provides personalized planning and investment guidance that adapts to changes in a user’s life and the broader environment, aiming to help individuals pursue a more secure financial future. Based in New York City, the company was founded in 2011 and maintains a small team. Its target market appears to be consumers seeking automated yet tailored financial planning and investment strategies, positioned as an accessible alternative within the broader landscape of robo-advisors and digital financial planning services.