Insights

Innovative AI Technology Pefin leverages proprietary artificial intelligence to deliver highly personalized financial planning and investment advice, positioning it as a leader in the automation of financial services and opening opportunities to expand AI-powered solutions to other fintech firms seeking advanced decision-making tools.

Market Recognition Being recognized as a finalist in the interactive innovation category highlights Pefin's potential to differentiate itself through cutting-edge technology and innovative user engagement, making it attractive for partners or investors interested in innovative fintech ecosystems.

Growth Potential With revenue estimates between 1 million and 10 million and a relatively small team, Pefin presents a scalable opportunity for sales of supplementary financial tools, data analytics, or enterprise SaaS solutions aimed at enhancing AI capabilities or customer experience.

Industry Positioning As a pioneering AI-driven financial advisor competing with companies like Betterment and Wealthfront, Pefin offers ample opportunities for partnerships, co-developments, or client acquisition strategies targeting digital-first customers seeking innovative financial management.

Technology Stack & Innovation Utilizing advanced technologies like Python, AngularJS, and Solr, Pefin demonstrates commitment to cutting-edge development practices, indicating potential collaboration channels for vendors supplying fintech infrastructure, AI tools, or security solutions such as HSTS compliance.

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	50%
First.Last@pefin.com	John.Doe@pefin.com	50%

Frequently Asked Questions

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 December 2025, Pefin has approximately 11 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 11 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 States11-50 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.