Pefin

    OverviewSuggest Edit

    Pefin is a fintech company that develops an AI-powered financial advisor. Its software takes care of financial planning and strategic investing management. The company's AI monitors all required financial data and makes a plan for saving, paying debts and investing.

    TypePrivate
    Founded2011
    HQNew York, NY, US
    Websitepefin.com
    Employee Ratings4.2

    Latest Updates

    Employees (est.) (Jun 2022)9
    Cybersecurity ratingBMore
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    Key People/Management at Pefin

    Catherine Flax

    Catherine Flax

    CEO
    Ramya Joseph

    Ramya Joseph

    CEO and FOUNDER
    Anthony Caneva

    Anthony Caneva

    CEO of Pefin Australia
    John Crittenden

    John Crittenden

    Chief Strategy Officer
    Gleeson Dsouza

    Gleeson Dsouza

    Director and Head of Pefin India
    Jay Gopalakrishnan

    Jay Gopalakrishnan

    CTO
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    Pefin Office Locations

    Pefin has an office in New York
    New York, NY, US (HQ)
    360 Madison Ave
    Show all (1)

    Pefin Financials and Metrics

    Summary Metrics

    Founding Date

    2011

    Pefin Cybersecurity Score

    Cybersecurity ratingPremium dataset

    B

    88/100

    SecurityScorecard logo

    Pefin Online and Social Media Presence

    Embed Graph

    Pefin Blogs

    The future of Robo Advisors and financial advice. [Final Chapter]

    Part 4: The Future Has Arrived for Financial AdviceIs it possible to get very high quality, tailored, fiduciary financial advice at a low cost? We know that Robos aren’t fiduciary, Humans are expensive and inconsistent, so what …

    The future of Robo Advisors and financial advice. [Part 3]

    Part 3: Goal Based Planning — Fiduciary “Smoke and Mirrors”The hardest part of giving high quality and fiduciary investment advice is creating a way to map a client’s goals:“what they want to achieve in their financial objective…

    The future of Robo Advisors and financial advice. [Part 2]

    Part 2: What does Good Financial Advice Actually Look like?From my past blog post which you can read here, it may seem like I am uniformly negative about Robos. Not true. Here are some things that Robos have gotten right:1) Pric…

    The future of Robo Advisors and financial advice. [Part 1]

    Part 1: Do Robo-advisors actually provide advice?As soon as one of the most well-known “Robo” advisors announced that they were conceding the fight to the humans — by hiring an army of advisors — it was a clear signal that the c…

    What a Fiduciary is Designed to Do and What is in the Client's Best Interest

    Over the last few years, so much has been said about what it means to be a fiduciary, but I think there’s still more to talk about in this new world of digital wealth management. First off, to be a fiduciary is a serious respons…

    Pefin Welcomes Anthony Caneva as CEO of Pefin Australia

    Caneva and Pefin President to Execute Launch in Australia Bringing Affordable and Transparent Solutions to Underserved AustraliansAustralia, October 5, 2018 - Pefin, the world’s first AI financial advisor, welcomes Anthony Canev…
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    Pefin Frequently Asked Questions

    • When was Pefin founded?

      Pefin was founded in 2011.

    • Who are Pefin key executives?

      Pefin's key executives are Catherine Flax, Ramya Joseph and Anthony Caneva.

    • How many employees does Pefin have?

      Pefin has 9 employees.

    • Who are Pefin competitors?

      Competitors of Pefin include Fount, Allgoo and ArtQuant.

    • Where is Pefin headquarters?

      Pefin headquarters is located at 360 Madison Ave, New York.

    • Where are Pefin offices?

      Pefin has an office in New York.

    • How many offices does Pefin have?

      Pefin has 1 office.