wealthaire

Un asesor financiero con IA que pone herramientas de cartera sofisticadas en tus manos

Origin is an all-in-one money platform that tracks your entire financial life in one place and puts an AI advisor on top of it. Connect your accounts and Origin automatically surfaces personalized actions, such as moving idle cash into a higher-yield account, paying down utilization before a statement closes, or using a dependent care FSA. It combines budgeting, investing, forecasting, estate planning, and couples' planning in a single app.

Mezzi is an SEC-registered AI wealth management platform that analyzes your entire portfolio across all accounts and delivers fiduciary guidance on tax optimization, retirement planning, and asset allocation — always on, without scheduling.

Toda tu vida financiera en un panel con IA

EspecializadoPlataforma de gestión patrimonial nativa de IA para inversores acreditados e instituciones financieras

MoneyMade is a market intelligence platform for smarter investing. It aggregates data and analysis across stocks, crypto, real estate, private companies, collectibles, and commodities, and helps investors discover platforms that match their interests.