全球宏觀數據與 AI 研究平台,協助做出更明智的經濟決策
MAPLE 每月有 0 次造訪,月增率 0%,定價模式為 Unknown。Mezzi 每月有 40,349 次造訪,成長率 +23.3%,定價模式為免費增值。

MAPLE is a digital financial advisor that uses AI to analyse your assets, track your goals and generate personalised recommendations. It is built around a free financial checkup — the MAPLE X-Ray — which reviews portfolio exposure, risk tolerance, cash flow, debt and retirement readiness and returns a scored report. The service pledges no ads, no sales calls and no sharing of your information with third parties.
| 面向/指標 | ![]() | ![]() |
|---|---|---|
| 官方網域 | mymapleadvisor.com | mezzi.com |
| 定價模式 | Unknown | 免費增值 |
| 每月造訪次數 | 0 (0) | 4.03萬 (40,349) |
| 月流量變化量 | 0 (0%) | +7633 (+23.3%) |
| 主要市場與市佔 | 🌐 全球 (—) | 🇺🇸 美國 (92.1%) |
| 每月直接造訪 | 0 | 1.55萬 |
| 使用者評分 | 3.8 | 4.2 |
| 支援平台 | 網站 | 網站 |

MAPLE is a digital financial advisor that uses AI to analyse your assets, track your goals and generate personalised recommendations. It is built around a free financial checkup — the MAPLE X-Ray — which reviews portfolio exposure, risk tolerance, cash flow, debt and retirement readiness and returns a scored report. The service pledges no ads, no sales calls and no sharing of your information with third parties.
A starting financial checkup that produces a comprehensive report on your current financial status with a scorecard across multiple parameters.
See whether your overall portfolio is properly diversified for your needs, with a clear view of concentrations and gaps.
Understand your risk tolerance and check whether your actual portfolio is aligned with it rather than with an arbitrary default.
A snapshot of inflows, outflows and savings rates so you can judge whether you have enough buffer for the unexpected.

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.
全球宏觀數據與 AI 研究平台,協助做出更明智的經濟決策
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.
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.
以 AI 驅動的市場分析,讓投資決策更快、更有數據依據
把專業級投資組合工具交到你自己手中的 AI 財務顧問
專項更強面向合格個人投資者與金融機構的 AI 原生財富管理平台
免費 / 開源把你的券商持倉變成一份白話易懂的投資組合報告
用一個 AI 儀表板掌握你的全部財務生活
根據你的目標、風險與時間跨度生成 AI 驅動的投資組合