
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
7Assets records 152 monthly visits with -65% month-over-month growth and Freemium, Paid pricing. Mezzi records 40,349 monthly visits with +23.3% growth and Freemium pricing.
Know your numbers: overnight reconciliation and reporting for serious wealth
| Dimension / Metric | ![]() | |
|---|---|---|
| Official Domain | 7assets.app | mezzi.com |
| Pricing Model | Freemium, Paid | Freemium |
| Monthly Visits | 152 (152) | 40.35K (40,349) |
| MoM Traffic Delta | -282 (-65%) | +7.63K (+23.3%) |
| Primary Market & Share | 🇩🇪 Germany (58.5%) | 🇺🇸 United States (92.1%) |
| Direct Visits / mo | 74 | 15.52K |
| User Rating | 4.1 | 4.2 |
| Supported Platforms | Website | Website |
Know your numbers: overnight reconciliation and reporting for serious wealth
Automatic nightly synchronisation with more than 2,500 banks and custodians, so positions are reconciled and valuations refreshed without manual uploads.
One consolidated view over securities, property, private equity, hedge funds, metals, art and crypto, with automatic transaction categorisation and balance-sheet consolidation.
Client and portfolio reports, wealth statements and performance overviews are generated automatically and are ready to share under your own branding.
Rental income, ancillary costs and returns are consolidated per property and analysed across the whole portfolio, including capital calls, distributions, IRR and multiples for private markets.

Your always-available, SEC-registered AI wealth adviser
Analyzes your full financial picture across every linked account, including assets and liabilities, instead of only the assets transferred to an adviser.
Identifies opportunities like tax-loss harvesting and Roth conversions and surfaces estimated savings from your actual holdings.
Builds and monitors a portfolio aligned to your risk tolerance and retirement goals, with diversification guidance.
Chat with an always-available AI adviser about money questions — big or small — and get answers grounded in your accounts rather than generic advice.

AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
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