What departments does Pefin have?

Pefin has employees across 2 departments including Product Management, Engineering.

What is the largest department at Pefin?

The largest department at Pefin is Engineering with 3 employees.

Where are Pefin employees located globally?

Pefin has employees across 2 continents and 3 countries including Pakistan, India, United States Of America.

How has Pefin's team size changed over time?

Pefin's team has decreased from approximately 10 to 8 employees based on available data.

Pefin Employee Directory

Q: Who are Pefin's key employees and leadership?

Pefin's key employees include: Cto: J. G., Co-Founder & Head Of Product: R. J..

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.

Pefin Global Highlights

North America
13

United States Of America
13

Asia
4

India
3
Pakistan
1

Pefin's Leadership

J. G.
Cto
Mobile Phone
Email
R. J.
Co-Founder & Head Of Product
Mobile Phone
Email
C. B.
Product Manager: Investment Portfolio, Wealth Management & Financial Advising - Robo Advising
Mobile Phone
Email
K. K.
Senior Software Engineer
Mobile Phone
Email
V. J.
Advisor & Board Member
Mobile Phone
Email
P. M.
Frontend Engineer
Mobile Phone
Email
D. N.
Mobile Phone
Email

Pefin Employee Metrics

100%

50%

0%

2026

2025

Information Technology
Product Management
Banking
Entrepreneurship
Accounting
Other
Administrative

Contact profiles from Pefin

Name

Title

Contact Info

Location

Last Update

R. J.
Co-Founder & Head Of Product
Mobile Phone
Email
United StatesNew York
Nov 12, 2025
J. G.
Cto
Mobile Phone
Email
IndiaKarnataka
Jul 10, 2024
C. B.
Product Manager: Investment Portfolio, Wealth Management & Financial Advising - Robo Advising
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
K. K.
Senior Software Engineer
Mobile Phone
Email
Oct 23, 2024
V. J.
Advisor & Board Member
Mobile Phone
Email
United StatesNew York
Mar 17, 2025
P. M.
Frontend Engineer
Mobile Phone
Email
United StatesNew York
Nov 12, 2025
D. N.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Pefin known for?

Pefin was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 360 Madison Avenue New York, New York 10017 United States; you can contact the main corporate office by phone at

+1-917-715-****

. Explore Pefin's company overview page for more information.

What is Pefin's most common email format?

Pefin employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pefin email formats with LeadIQ.

How many employees does Pefin have currently?

Pefin has approximately 8 employees as of April 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Pefin's key employees and leadership?

As of April 2026, Pefin's key employees include:

Cto: J. G.
Co-Founder & Head Of Product: R. J.
Product Manager: Investment Portfolio, Wealth Management & Financial Advising - Robo Advising: C. B.
Senior Software Engineer: K. K.
Advisor & Board Member: V. J.

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Pefin Employee Directory

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