About Pefin
Pefin is a company based in New York (United States) founded in 2011 by Ramya Joseph. It operates as a SaaS and B2B. Pefin offers products and services including AI Financial Advice Platform. Pefin operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter New York, United States
- Founders Ramya Joseph
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Pefin India Private Limited
- Date of Incorporation 14 Feb, 2019
- Jurisdiction Mangalore, Karnataka, India
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Annual Revenue
$198.55 K (USD)0as on Mar 31, 2020
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Net Profit
$3.61 K (USD)0as on Mar 31, 2020
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EBITDA
$7.72 K (USD)0as on Mar 31, 2020
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Latest Funding Round
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Investors
Not available
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Employee Count
Not available
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Products & Services of Pefin
Pefin offers a comprehensive portfolio of products and services, including AI Financial Advice Platform.
Provides AI-powered financial planning and investing services for users.
People of Pefin
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Funding Insights of Pefin
Detailed funding history for Pefin
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Investments & Acquisitions by Pefin
Investment portfolio details for Pefin
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Financial Statements - Pefin
Detailed financials for Pefin
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Pefin Comparisons
Peer comparison for Pefin
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Competitors of Pefin
Pefin operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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Financial planning and advisory platform
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An app-based platform is provided for individual wealth management.
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Detailed competitors of Pefin
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Latest news on Pefin
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Frequently Asked Questions about Pefin
Pefin was founded in 2011.
Pefin is headquartered in New York, United States. It is registered at New York, New York, United States.
Ramya Joseph is the current CEO of Pefin. They have also founded this company.
Annual revenue of Pefin is $198.55K as on Mar 31, 2020.
Pefin is an AI-based platform that powers digital financial advice, providing affordable fiduciary services for planning, investing, and advice accessible 247. It supports hybrid models to serve clients across various demographics and wealth levels, promoting financial inclusion through scalable solutions. No specific location is mentioned in the available information.
Pefin's top competitors include The Tifin Group, Ascensus and Farther.
Pefin offers AI Financial Advice Platform.