Pefin is a case study for how AI drives financial inclusion. Pefin is a case study on AI innovation in financial services. Pefin powers your digital advice platform so your clients have access to affordable fiduciary financial planning, advice, and investing at their fingertips, 24/7 . With Pefin, your digital platform can offer financial planning, financial advice, and robo-investment services at scale enabling you to serve more clients across demographic and wealth spectrums.
This company is:
Where is Pefin located?
The company Pefin is located in New York, New York, United States. It's worth noting that the company may has more corporate locations
How many employees does Pefin approximately have?
As of the latest available information Pefin has around 11-50 employees worldwide.
When was Pefin founded?
Pefin was founded in 2011
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