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翻譯完成前，部分內容暫以英文顯示。
wealthaire has officially shut down and its domain is completely unreachable at the DNS level.
經核查 wealthaire.co 目前無法正常提供服務或回傳伺服器錯誤，已暫停外部連結跳轉。
金融 AI 中目前正常營運的已核驗工具，依近期造訪量與編輯評分排序。
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.
把專業級投資組合工具交到你自己手中的 AI 財務顧問
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.
用一個 AI 儀表板掌握你的全部財務生活
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
