Pefin
Financial Software · New York, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
862 Fenimore Rd, Larchmont, New York, 10...Phone Number
(917) 464-5302Website
www.pefin.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1
About Pefin
Pefin is the world's first AI financial advice platform that provides affordable fiduciary financial planning, advice, and investing services accessible 24/7. The platform aims to drive financial inclusion by enabling digital platforms to offer financial services at scale, catering to a diverse range of clients across various demographics and wealth levels. Pefin supports both digital-only and hybrid models, allowing flexibility in client service delivery. Their solutions empower organizations to enhance their financial advisory offerings through advanced technology.Explore more
Pefin Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Pefin your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Product Launch: Get notified when Pefin launches new products
Earning: See what the market has to say on Pefin recently announced quarterly report
Funding: Get notified immidiatlly once Pefin has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check if Pefin has recently received funding, and reach out quickly before it becomes old news!
Check out if Pefin is spiking on competitors!
Pefin, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Pefin had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at Pefin
Recommended Actions
Reach out to Masked Content who joined Pefin as Masked Content
Find more new buyers
Compare Similar Companies to Pefin
Compare insights from companies similar to Pefin, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Pefin is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Pefin is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Pefin.
Pefin Tech Stack
A closer look at the technologies used by Pefin
Pefin News & Media
Intelligent, Affordable and Fiduciary- Financial Advice Gets a Makeover
Pefin introduces the world’s first AI Financial Advisor (PRWeb November 30, 2017) Read the full story at http://www.prweb.com/releases/2017/11/prweb14961448.htm
Read more news
Top Financial Software Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Pefin
Sign Up For FreeTo access detailed company insights
Pefin is the world's first AI financial advice platform that provides affordable fiduciary financial planning, advice, and investing services accessible 24/7. The platform aims to drive financial inclusion by enabling digital platforms to offer financial services at scale, catering to a diverse range of clients across various demographics and wealt... Read More
