The World’s First
AI Financial Advice Platform
Your digital partner for financial planning and advice
Pefin powers your digital advice platform so your clients have access to affordable fiduciary financial planning, advice, and investing at their fingertips, 24/7 .
Drive Financial Inclusion
With Pefin, your digital platform can offer financial planning, financial advice, and robo-investment services at scale enabling you to serve more clients across demographic and wealth spectrums.
AI For Humans, By Humans
Our AI platform supports both digital-only and digital-advisor hybrid models providing you with flexibility in how you want to serve your clients digitally.