Mezzi는 월간 방문 40,349, 전월 대비 성장률 +23.3%, 무료+유료 가격 모델을 기록합니다. WeFIRE는 월간 방문 1,283, 성장률 -36.7%, 유료 가격 모델을 기록합니다.
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.
경제적 자립을 위한 AI 개인 재무 코파일럿
일상 언어로 지출 질문을 하면 일반적인 조언이 아닌 자신의 실제 재무 데이터에 근거한 개인화된 답변을 받습니다.
Plaid로 계좌를 연결해 잔액, 거래, 현금 흐름을 종합 차트와 AI 생성 분석으로 확인합니다.
목표를 입력해 경제적 자립 진행 상황을 추적하고, 절약과 삶의 질을 균형 있게 맞춘 맞춤 예산을 받습니다.
계좌 전반에서 실제로 중요한 항목을 시기적절하게 알려 빠르게 대응할 수 있게 합니다.
더 나은 경제 판단을 위한 글로벌 매크로 데이터와 AI 리서치 플랫폼
무료 / 오픈소스Origin 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.
무료 / 오픈소스Origin 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 기반 시장 분석으로 더 빠르고 데이터에 근거한 투자 판단
무료 / 오픈소스정교한 포트폴리오 도구를 내 손에 쥐여주는 AI 재무 어드바이저
무료 / 오픈소스정교한 포트폴리오 도구를 내 손에 쥐여주는 AI 재무 어드바이저
특화 강점적격 개인 투자자와 금융기관을 위한 AI 네이티브 자산관리 플랫폼
무료 / 오픈소스Moontower 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.
무료 / 오픈소스Moontower 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.
무료 / 오픈소스AI 대시보드 하나로 재무 생활 전체를 관리하세요
