Mezzi

AI-powered financial advisor for self-directed investors with portfolio management tools.

AI-powered financial planning platform for advisors and their clients.

AI-powered personal finance app for planning, insights, and tax savings.

AI-powered finance app for budgeting, expense tracking, and personalized financial insights.

AI-powered platform for equity research and insights, automating financial workflows.

AI-powered platform for personalized financial insights and smarter financial decisions.

AI meeting assistant for financial advisors, automating tasks, notes, and compliance.

All-in-one financial solution for budgeting, investing, and financial guidance.

Intapp: AI-powered software for professional and financial services firms to drive growth and manage risk.

AI Executive Assistant that Actually Executes!

AI-powered accounting platform for startups and small businesses.

AI Expense Tracking & Receipt Automation (with Bank and Credit Card Statement Matching)