Alternative products to NerdWallet for iOS

3 alternative and related products to NerdWallet for iOS

NerdWallet for iOS

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3 Alternatives to NerdWallet for iOS

World's first AI financial advisor

Pefin’s proprietary AI technology factors over 2-5 million data points, including a user’s financial situation, future plans, markets, government rules & regional demographics to craft highly tailored financial plans. The platform also provides Investment Advice & Portfolio Management Services through its SEC-regulated Investment advisor.

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Pefin was built to make sure anyone could access true fiduciary advice, from planning and saving to investing, in a way that only acts in their best interest. Pefin, the world's first Artificial Intelligence (AI) financial advisor, announced its launch today. The platform provides intelligent, unbiased and personalized financial planning and advice.
For many people, making personal finance decisions is necessary and a major source of stress. Helping alleviate that confusion is what compelled Ramya Joseph to leave her position as vice president of proprietary trading at Goldman Sachs, and found the financial technology company Pefin in 2011.
Pefin is the world's first Artificial Intelligence (AI) financial advisor and provides comprehensive, tailored, fiduciary planning and advice at a fraction of the cost of a traditional financial advisor. To find out more about their AI-driven financial solutions we sat down with Catherine Flax, CEO of Pefin: Q: Catherine, what is Pefin?
3 Alternatives to Pefin
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