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
LinkedIn - Daniel’s LinkedIn