Mezzi records 40,349 monthly visits with +23.3% month-over-month growth and Freemium pricing. Torv (formerly Personal CFO) records 0 monthly visits with 0% growth and Freemium pricing.
Your always-available, SEC-registered AI wealth adviser
Be your own CFO — real financial statements, a 50-state tax engine and a lifetime retirement planner
| Dimension / Metric | | |
|---|---|---|
| Official Domain | mezzi.com | personalcfo.app |
| Pricing Model | Freemium | Freemium |
| Monthly Visits | 40.35K (40,349) | 0 (0) |
| MoM Traffic Delta | +7.63K (+23.3%) | 0 (0%) |
| Primary Market & Share | 🇺🇸 United States (92.1%) | 🌐 Global (—) |
| Direct Visits / mo | 15.52K | 0 |
| User Rating | 4.2 | 4.7 |
| Supported Platforms | Website | Website |
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.
Be your own CFO — real financial statements, a 50-state tax engine and a lifetime retirement planner
Link banks, cards, brokerages and loans to get a monthly income statement, balance sheet and cash-flow statement where each month's net-worth change reconciles exactly across savings, spending and market movement.
Compute a full federal and state 1040, including payroll tax, credits, IRMAA, capital-gains brackets and health-subsidy cliffs, and see the real marginal rate on your next dollar.
Solve Roth versus traditional contributions, Roth conversion timing, Social Security claiming age and withdrawal sequencing together across every year of your plan, with no market forecasts required.
Torv cannot move money, never receives your bank username or password (aggregation runs through Finicity or MX), stores only the last four digits of account numbers, and encrypts sensitive fields with AES-256-GCM.
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