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Pefin Logo
Pefin CB Rank
247886
Heat Score
58
The worlds first AI financial advisor
Founded
obfuscation
Private New York, New York, United States1-10 www.pefin.com
Artificial Intelligence (AI)
Financial Services
FinTech
Overview

Pefin
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Pefin

CB Rank
247886
The worlds first AI financial advisor
Founded
obfuscation
Private New York, New York, United States1-10 www.pefin.com
Artificial Intelligence (AI)
Financial Services
FinTech

Key People

Details

Legal Name Pefin, Inc
Operating Status Active
Company Type For Profit
Founders  Ramya Joseph
Phone Number +1 917-464-5314
Contact Email hello@pefin.com
Diversity Spotlight 
Women Founded
Women Led
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

White-Label Digital Planning and Advice
A customizable digital financial planning and advice platform that can be branded for different firms, including an optional robo-advisor investing feature.
D2C Financial Wellness Solution
A mobile solution for employers to provide their employees with access to financial planning, advice, and guidance.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 10

Employee Profiles

News

News and Press

News•Oct 16, 2017
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$295.6KThis year, Pefin is projected to spend $295.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Generational Difference Logo
Generational Difference
83
Economic Growth Logo
Economic Growth
76
Forbes Womens Summit Logo
Forbes Womens Summit
74

Active Website Tech Count

3Pefin is actively using 3 technologies for its website, according to BuiltWith. These include Viewport Meta, CommonCrawl Top 5m, and  Amazon Route 53.

Total IP

1Pefin has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Pefin's headquarters? Pefin is located in New York, New York, United States.Who are Pefin's competitors? Alternatives and possible competitors to Pefin may include Cedar, SoFi, and  Origin.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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