Mezzi は月間 40,349 訪問、前月比成長率 +23.3%、料金体系フリーミアムを記録しています。WeFIRE は月間 1,283 訪問、成長率 -36.7%、料金体系有料を記録しています。
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.
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.
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.
経済的自立のためのAIパーソナルファイナンスコパイロット
日常的な言葉で支出に関する質問をすると、一般的なアドバイスではなく自身の財務データに基づく個別の回答が得られます。
Plaidで口座を接続し、残高・取引・キャッシュフローを総合的なチャートとAI生成の分析で確認できます。
目標を入力して経済的自立への進捗を追跡し、倹約と生活の充実のバランスを取る最適な予算を受け取れます。
口座を横断して本当に重要な項目をタイムリーに通知し、素早く対応できるようにします。
より良い経済判断のためのグローバルマクロデータとAIリサーチ基盤
無料・オープンソース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.
無料・オープンソース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.
AI による市場分析で、投資判断をより速く、データに基づいて
無料・オープンソース高度なポートフォリオツールを自分の手に置くAIファイナンシャルアドバイザー
無料・オープンソース高度なポートフォリオツールを自分の手に置くAIファイナンシャルアドバイザー
特化型適格個人投資家と金融機関のためのAIネイティブなウェルス管理プラットフォーム
無料・オープンソースMoontower is AI-powered volatility intelligence for traders, desks and firms. It computes its own options volatility surfaces and presents them through a set of proprietary charts, adds an AI agent that reasons over that market data, and exposes a hosted MCP server so tools like Claude Code can query volatility, skew, option chains and trade ideas directly.
無料・オープンソースMoontower is AI-powered volatility intelligence for traders, desks and firms. It computes its own options volatility surfaces and presents them through a set of proprietary charts, adds an AI agent that reasons over that market data, and exposes a hosted MCP server so tools like Claude Code can query volatility, skew, option chains and trade ideas directly.
特化型AI 活用の資産管理プラットフォームと人間のアドバイザー
無料・オープンソース家計の全体像を 1 つの AI ダッシュボードで
