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Pefin

Pefin Summary

Company Summary

Overview
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.
Type
Private
Status
Active
Founded
2011
HQ
New York, NY, US | view all locations
Website
https://www.pefin.com/
Cybersecurity rating
Sectors

Key People

  • Catherine Flax
  • Ramya Joseph

    Ramya Joseph, CEO and FOUNDER

    • Anthony Caneva

      Anthony Caneva, CEO of Pefin Australia

      • John Crittenden

        John Crittenden, Chief Strategy Officer

        LocationsView all

        1 location detected

        • New York, NY HQ

          United States

          360 Madison Ave

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