Insights

Innovative AI Platform Pefin's position as the world's first AI financial advisor highlights its cutting-edge technology, offering a significant differentiator for clients seeking advanced intelligent financial planning solutions. Engaging with firms interested in AI-driven automation could open collaboration or integration opportunities.

Recent Industry Recognition Being recognized as a finalist in the interactive innovation category enhances Pefin's credibility, making it an attractive partner for technology vendors or service providers aiming to align with innovative and award-winning fintech companies.

Niche Market Focus Targeting a specialized segment within financial services, Pefin’s scalable platform appeals to smaller firms or startups that need effective, automated, and personalized advisory solutions, indicating potential opportunities for strategic partnerships or technology licensing.

Growth Potential With a revenue range of up to 10 million dollars and a lean team, Pefin presents opportunities for sales of supplementary services such as advanced AI tools, customer engagement platforms, or enterprise integrations tailored to growing fintech businesses.

Tech Stack Compatibility Utilizing popular and flexible technologies like Python, AngularJS, and .NET, Pefin is positioned to easily adopt new software, APIs, or integrations. Partnering with providers offering scalable fintech solutions could help enhance their platform and expand their service offerings.

Similar companies to Pefin, Inc.

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

Media & News

Pefin recognized as finalist in the interactive innovation category under New Economy.
Pefin has been nominated and selected as a finalist in the interactive innovation category under New Economy, which honors those redefining the exchange of goods and services, from the sharing economy, to virtual currency, to micro-finance, to mobile-device-payment systems, and beyond.
Feb 16, 2018 | www.prweb.com

Pefin, Inc.'s Email Address Formats

Pefin, Inc. uses at least 1 format(s):

Pefin, Inc. Email Formats	Example	Percentage
First.Last@pefin.com	John.Doe@pefin.com	50%
First.Last@pefin.com	John.Doe@pefin.com	50%

Frequently Asked Questions

Where is Pefin, Inc.'s headquarters located?

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?

You can contact Pefin, Inc.'s main corporate office by phone at

+1-917-715-****

. 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?

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

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

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?

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?

Pefin, Inc. operates in the Financial Services industry.

What technology does Pefin, Inc. use?

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

What is Pefin, Inc.'s email format?

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?

Pefin, Inc. was founded in 2011.

Pefin, Inc.

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

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

Q: How many employees does Pefin, Inc. have currently?

Pefin, Inc. has approximately 8 employees.

Q: What technology does Pefin, Inc. use?

Pefin, Inc.'s tech stack includes Java, Microsoft ASP.NET, Windows Server, C#, Google Analytics.

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.