Wealth Guide Co., Ltd.
- 1, Gwanak-ro, Gwanak-gu, Seoul, Republic of Korea
- 02-6105-7748
- contact@wealthguide.co.kr
[Key Technology]
PFAI analyzes customers' MyData to generate lifetime cash flows, predict net worth at the time of death, and provide personalized financial planning and asset management advice using generative AI.
[Company Profile]
WealthGuide's mission is to provide services for a "Finance for Good Society". As a fintech company, we are dedicated to helping customers solve their financial problems and achieve their financial goals by combining our patented Personal Finance Management(PFM) engine with Generative AI technology. Our goal is to improve financial well-being and promote sustainable practices for a better future.
[Key Products]
PFAI-as-a-Service is an interactive personal financial management service offered to individual customers through agreements with MyData providers. PFAI uses advanced technologies: NLP to analyze customer queries and direct actions, a personal financial management(PFM) engine to process MyData, a vector database to leverage financial knowledge, and LLM to convert contexts into responses.
