Insights

Innovative AI Platform Pefin's development as the world's first AI financial advisor offers a unique selling point for high-tech financial institutions seeking to incorporate advanced AI solutions into their services.

Market Recognition Being recognized as a finalist in the interactive innovation category enhances Pefin's credibility and positions it as a forward-thinking brand, which could attract partnerships and investment opportunities.

Small but Growing With a relatively small team and modest revenue, Pefin represents a niche opportunity for targeted expansion efforts, especially among fintech investors and strategic partners interested in AI-driven financial advisory.

Modern Technology Stack Utilizing advanced technologies like Python, AngularJS, and Google Analytics indicates a scalable, data-driven platform, appealing to enterprises looking for reliable, innovative digital financial solutions.

Potential Collaboration Given the company's focus on modern financial planning and digital innovation, there are opportunities for collaborative ventures with larger financial institutions seeking to enhance their AI and automation capabilities.

Pefin, Inc. Tech Stack

Pefin, Inc. uses 8 technology products and services including Squarespace, AngularJS, FancyBox, and more. Explore Pefin, Inc.'s tech stack below.

  • Squarespace
    Content Management System
  • AngularJS
    Javascript Frameworks
  • FancyBox
    Javascript Libraries
  • Google Maps
    Maps
  • Python
    Programming Languages
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Twitter
    Widgets

Pefin, Inc.'s Email Address Formats

Pefin, Inc. uses at least 1 format(s):
Pefin, Inc. Email FormatsExamplePercentage
First.Last@pefin.comJohn.Doe@pefin.com
50%
First.Last@pefin.comJohn.Doe@pefin.com
50%

Frequently Asked Questions

Where is Pefin, Inc.'s headquarters located?

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Pefin, Inc.'s main headquarters is located at 360 Madison Avenue New York, New York 10017 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Pefin, Inc.'s phone number?

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You can contact Pefin, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pefin, Inc.'s official website and social media links?

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Pefin, Inc.'s official website is pefin.com and has social profiles on LinkedIn.

What is Pefin, Inc.'s SIC code NAICS code?

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Pefin, Inc.'s SIC code is 5045 - Computers and Computer Peripheral Equipment and Software NAICS code is 52 - Finance and Insurance.

How many employees does Pefin, Inc. have currently?

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As of March 2026, Pefin, Inc. has approximately 8 employees across 2 continents, including North AmericaAsia. Key team members include Cto: J. G.Co-Founder & Head Of Product: R. J.Product Manager: Investment Portfolio, Wealth Management & Financial Advising - Robo Advising: C. B.. Explore Pefin, Inc.'s employee directory with LeadIQ.

What industry does Pefin, Inc. belong to?

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Pefin, Inc. operates in the Financial Services industry.

What technology does Pefin, Inc. use?

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Pefin, Inc.'s tech stack includes SquarespaceAngularJSFancyBoxGoogle MapsPythonHSTSGoogle AnalyticsTwitter.

What is Pefin, Inc.'s email format?

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Pefin, Inc.'s email format typically follows the pattern of First.Last@pefin.com. Find more Pefin, Inc. email formats with LeadIQ.

When was Pefin, Inc. founded?

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Pefin, Inc. was founded in 2011.

Pefin, Inc.

Financial ServicesNew York, United States2-10 Employees

Pefin is the world's first AI financial advisor. We make it easier than ever to secure a happy financial future. 

Our platform uses proprietary artificial intelligence technology to help you make the most important financial decisions effortlessly and confidently. We provide personalized, actionable planning and investment strategies that automatically adapt and grow with you as your life and the world around you changes. 

Pefin was founded in 2011 and is headquartered in New York. For more information, please visit http://www.pefin.com. Follow us on Facebook, Twitter and Instagram too.

Section iconCompany Overview

Headquarters
360 Madison Avenue New York, New York 10017 United States
Phone number
Website
pefin.com
SIC Code
5045 - Computers and Computer Peripheral Equipment and Software
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Pefin, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Pefin, Inc.'s revenue is estimated to be in the range of $1M$10M

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