# 2PIFINANCIAL CORP.

2PIFINANCIAL CORP. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://2pifinancial.com
- **LinkedIn:** https://www.linkedin.com/company/2pifinancial-corp

## Regulatory record

- **CRD number:** 326171
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326171

## About

2Pi Financial develops a simple, easy-to-use tool that helps implement a custom retirement plan. Their Financial Planning Engine integrates particular circumstances with current market conditions and adapts as personal circumstances and economic conditions change. They aim to make financial knowledge and advice clear, affordable, and easy to understand, without excessive fees.

## People

- Jules Buxbaum — Founder
- Bernie Menachery — Chief Technology Officer
- Yaacov Kopeliovich — Advisor
- Justin Oxman — Financial Advisor

## Questions

### Does 2PIFINANCIAL CORP. take outside capital or co-invest with external partners?

There is no record of the firm participating in disclosed co-investments, fund commitments, or club deals alongside external GPs. The entity's corporate structure and lack of outreach suggest it deploys proprietary internal capital without external limited partners or public capital-raising activity.

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Last updated: 2026-08-11T15:05:57.154Z

Canonical page: https://altss.com/profile/2pifinancial-corp

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