Wealth building 2
All-in-one financial solution for budgeting, investing, and financial guidance.
Origin is an all-in-one financial solution designed to help users budget, track spending, invest, earn in a high-yield cash account, and receive personalized financial guidance. It aims to simplify money management and wealth building by offering tools for spending tracking, investing, estate planning, and tax optimization.
AI-driven money management platform for tax savings and wealth building.
Mezzi is a modern money management platform that uses AI to help users build wealth without the need for an expensive advisor. It offers features like tax-loss harvesting, real-time AI prompts, consolidated account views, and insights to reduce investment tax and fees. Mezzi is available for iOS users in the US with investment/brokerage accounts and also has a web app in beta.
