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Pefin

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Pefin is the world's first AI financial advice platform, offering affordable financial planning and investment services available 24/7. It helps businesses provide financial advice to a wide range of clients, ensuring everyone has access to important financial tools.

Pefin can be found in Financial Planning & Budgeting Tools categories.

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Consumer Type: B2B & B2C

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Pefin Main Features

24/7 Access
Clients can use the platform anytime they want, day or night.
Financial Inclusion
Pefin helps you reach more clients from different backgrounds and income levels.
Robo-Investment Services
The SaaS offers automated investment services to help clients grow their money.
AI Financial Advice Platform
Pefin is the first platform that uses AI to give financial advice.
Affordable Financial Planning
Clients can get financial planning and advice that is easy to access and not too expensive.
Digital-Only and Hybrid Models
You can choose to serve clients only online or mix online and personal advice.

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