01
8.9만/월
정교한 포트폴리오 도구를 내 손에 쥐여주는 AI 재무 어드바이저
금융용 AI에디터 평점: 4.3무료+유료, 무료 체험직접 유입 35%
로딩 중…
번역이 완료되는 동안 일부 콘텐츠가 영어로 표시됩니다.
wealthaire has officially shut down and its domain is completely unreachable at the DNS level.
점검 시점 기준 wealthaire.co 접속 불가 또는 서버 오류가 확인되어 직접 이동 링크를 중지했습니다.
금융용 AI 분야에서 현재 정상 운영 중인 검증된 도구 목록입니다.
정교한 포트폴리오 도구를 내 손에 쥐여주는 AI 재무 어드바이저
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.
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.
wealthaire launched as an AI-powered financial companion designed to help users track personal budgets, analyze investments, and generate customized financial insights through interactive dashboards. It targeted retail investors looking for automated budgeting and portfolio planning tools without paying hefty human advisor fees.
Since wealthaire is no longer available, explore our curated list of top-rated AI Finance and Budgeting Assistants on this page to find active alternatives for your portfolio planning.
정교한 포트폴리오 도구를 내 손에 쥐여주는 AI 재무 어드바이저
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 대시보드 하나로 재무 생활 전체를 관리하세요
특화 강점적격 개인 투자자와 금융기관을 위한 AI 네이티브 자산관리 플랫폼
