Pefin
Financial Software · New York, United States · 11-50 Employees
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Overview
Headquarters
862 Fenimore Rd, Larchmont, New York, 10...Phone Number
(917) 464-5302Website
www.pefin.comRevenue
<$5 MillionIndustry
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
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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
