What is Pefin's NAICS code?

Pefin's NAICS code is 52 (Finance and Insurance).

Insights

Innovative AI Platform Pefin leverages proprietary AI technology to deliver personalized financial planning and investment strategies, positioning it as a cutting-edge solution for tech-savvy clients seeking automated, adaptive financial advice.

Market Recognition Being a finalist in the interactive innovation category highlights Pefin’s potential appeal to forward-thinking financial institutions and technology partners seeking innovative solutions to enhance client engagement.

Growth Potential With a revenue range of 1M to 10M and a small team, Pefin represents an emerging player with significant growth opportunities in the digital financial advisory market, especially as demand for AI-driven services increases.

Strategic Partnership Opportunities Pefin’s use of diverse technologies and its recognition for innovation suggest a readiness to collaborate with fintech, insurtech, and financial service firms looking to integrate advanced AI capabilities into their offerings.

Customer-Centric Solutions Pefin’s emphasis on providing adaptive and effortless financial planning positions it as a preferred partner for financial institutions aiming to improve customer experience through personalized, technology-driven advisory services.

Similar companies to Pefin

Pefin Tech Stack

Pefin uses 8 technology products and services including Squarespace, Solr, Memcached, and more. Explore Pefin's tech stack below.

Squarespace
Content Management System
Solr
Database
Memcached
IT Infrastructure & Operations Management
AngularJS
Javascript Frameworks
Python
Programming Languages
JavaScript
Programming Languages
.NET
Programming Languages
HSTS
Security

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's Email Address Formats

Pefin uses at least 1 format(s):

Pefin Email Formats	Example	Percentage
First.Last@pefin.com	John.Doe@pefin.com	100%

Frequently Asked Questions

Where is Pefin's headquarters located?

Pefin'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's phone number?

You can contact Pefin'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's official website and social media links?

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

What is Pefin's SIC code NAICS code?

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

How many employees does Pefin have currently?

As of April 2026, Pefin 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's employee directory with LeadIQ.

What industry does Pefin belong to?

Pefin operates in the Financial Services industry.

What technology does Pefin use?

Pefin's tech stack includes SquarespaceSolrMemcachedAngularJSPythonJavaScript.NETHSTS.

What is Pefin's email format?

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

When was Pefin founded?

Pefin was founded in 2011.

Pefin

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

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

Q: How many employees does Pefin have currently?

Pefin has approximately 8 employees.

Q: What technology does Pefin use?

Pefin'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.