Fifr with Daniel Alfi | E391

A financial wellness-driven robo.

In this episode of FinTech Impact, Jason Pereira interviews Daniel Alfi, CEO and co-founder of Fifr, a platform combining investing, financial wellness, personal money automation, and financial advice in one package. Daniel shares his journey from a financially strained college student to a financial wellness advocate, his career at Morgan Stanley and Iconic Capital, and the inception of Fifr. They discuss the evolution, execution, and user experience of Fifr, emphasizing its focus on high-income earners and tech workers. Daniel also elaborates on the platform's unique features, including proactive tax management and AI chat assistants, as well as his vision for the future. Tune in to learn how Fifr aims to democratize good financial habits and optimize client outcomes through innovation and technology.

Episode Highlights:

00:00 Introduction to FinTech Impact

00:27 Meet Daniel Alfi and Fifr

00:54 Daniel's Personal Finance Journey

03:25 The Birth of Fifr

05:02 Fifr's Market and Vision

06:24 User Experience with Fifr

10:02 Target Audience and Business Strategy

13:24 Tax Services and Feedback

16:41 Future of Fifr and AI Integration

19:56 Final Thoughts and Conclusion

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Fifr

LinkedIn - Daniel’s LinkedIn