Pefin Inc is a pioneering financial technology company based in New York, NY. Their groundbreaking AI-powered platform offers clients affordable and reliable financial planning, advice, and investment services, accessible 24/7 through a digital interface.
With Pefin, financial institutions can drive financial inclusion by providing scalable financial planning, advice, and robo-investment services to a diverse range of clients. Their AI platform supports both digital-only and digital-advisor hybrid models, offering flexibility in serving clients digitally.
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