2Pi Financial Portal | Strategic Financial Tools

We’re on a mission to simplify retirement
all while keeping it custom tailored to
your life.

About 2Pi

We know that planning for retirement can be overwhelming, and that's why we have developed a simple, easy-to-use tool that helps you implement a custom plan with a click of a button. Our goal is to make retirement planning practical and accessible, without burdening you with excessive fees or effort.

We believe financial advice should be tailored to your particular circumstances and goals. Your retirement plan should be based on your wealth, income, earning and savings potential, planned retirement date and goals for spending in retirement. Our retirement plans utilize data-driven methods that result in personalized plans tailored to each client’s individual needs.

We believe your investment strategy should reflect the best ideas from the smartest financial economists and investment advisors. You should not need to become an expert to implement an expert strategy.

Your portfolio should contain greater risk and greater expected returns when retirement is far away while reducing risk as retirement approaches. The path of risk reduction should be based on your particular circumstances, not a one-size-fits-all for everyone with the same retirement date. Our Financial Planning Engine integrates your particular circumstances with current market conditions. The plan adapts as personal circumstances and economic conditions change.

Accessibility is one of our core values. Creating your best plan should be easy and intuitive without sacrificing a rigorous underlying investment strategy. Our aim is to make financial knowledge and advice clear, affordable, and easy to understand, empowering our customers to navigate the complexities of the financial landscape and plan for retirement with confidence.

Security and privacy are core values. We prioritize your security and privacy, ensuring that your data is never shared under any circumstances.

Experience a custom, practical approach to retirement planning with a set it and forget it financial plan you can rely on with 2PiFinancial. With our Financial Planning Engine you can have confidence in a great, custom plan that automatically adjusts to changes in the financial markets and the passage of time.

Say goodbye to anxiety about the future and start focusing on living your best life!

Ready to take control of your financial future? Use our Financial Planning Engine and create your custom plan with confidence and ease.

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The team behind 2Pi Financial

Jules Buxbaum

Founder

Jules Buxbaum received an MBA and PhD from the Booth School of Business at the University of Chicago. He taught classes in international finance at the University of Chicago and conducted research as an economist at the Federal Reserve Bank of New York. He served in a variety of roles on Wall Street applying quantitative methods to investing and risk management, including: Chief Risk Officer (Guggenheim Partners Global Trading); Director of Quantitative Research (Munich Re Asset Management, NY); Quantitative Portfolio Manager at several hedge funds (Credit Suisse, DiMaio-Ahmad Capital, Guggenheim Partners); and Head Quantitative Analyst on a derivatives desk (Royal Bank of Canada).

Bernie Menachery

Chief Technology Officer

For 20 years, an essential figure at Point 72 Asset Management, Guggenheim Partners and Cohen and Steers, Bernie is passionate about designing and delivering software technology solutions to drive strategic decisions across the entire investment management technology landscape. Bernie has expertise in buy side technology strategy, software design and development, including target operating model definition and platform transformation initiatives. Bernie has a proven track record of delivering enterprise/cloud technology software solutions to advance lifecycle processes, including portfolio analysis/construction, order management and trade execution, pre/post-trade compliance, performance/attribution analyses, portfolio risk analysis, accounting, and cash management. Bernie’s strength is in global systems design and implementation of cost-effective solutions to drive operational excellence.

Yaacov Kopeliovich

Advisor

Yaacov Kopeliovich received a PhD in Mathematics from Hebrew University, a Masters in Financial Engineering from the University of California and a PhD in Finance from EDHEC. He designed analytical systems used to invest in fixed income and equities as Senior Quantitative Analyst (Munich Re Asset Management, NY) and developed risk management systems as Director of Research (Rixtrema). He was a software developer at several technology firms, including Parametric Technology. In addition, Yaacov taught classes in mathematics (Florida State University, University of California), computer science (CUNY), and finance (University of Connecticut).