Company Information

Get to know Pefin

Pefin, founded in 2011 by Catherine Flax, was a financial technology company that billed itself as the first artificial intelligence (AI) financial advisor. Its mission was to democratize access to high-quality financial advice by using AI to provide comprehensive, fiduciary financial planning and investment management for a low, flat monthly fee. The platform helped users create financial plans, manage investments, and receive ongoing advice tailored to their life events and goals. Despite raising significant funding and gaining media attention, the company announced on its website in late 2019 that it had ceased operations.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Pefin

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.