Pefin

About Pefin.com

We are a rapidly growing financial technology startup based in midtown NYC. Using a patent pending approach we are changing the way people manage their money and make financial decisions. We are a team of 10 with backgrounds in large scale systems, interaction design, quantitative finance and business strategy. Currently in beta, we are set to launch in six months.

Our Platform

Our solution starts by aggregating your financial accounts and transactions daily. With the most recent financial information as a starting point, it projects your finances across time. It guides you through big decisions like buying a home, having kids, and retirement, and shows you how all your plans connect to one another. It helps you find the right investment strategy today so you can achieve your plans without putting them at risk. As your plans change or the markets shift, we show you how to adapt your investments and your other decisions.

Our goal is that all this can be done cheaper (and better!) than using a financial adviser, in far less time, whenever and wherever you want.

Our Culture

We offer an environment where you’ll work with smart and talented people focused on getting stuff done. Everyone here cares about building a great product for our users – and your input and ideas will matter. We are well-organized, have clear milestones, and decisions get made quickly. Our team is small and agile and the management structure is flat – no one here has an office - you will work side by side with the CEO, CTO, and other team members.

The financial services business is a trillion dollar industry that’s rapidly changing, and you will be part of the innovation that that start-ups can achieve.