Mezzi is a smarter, AI-powered way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's personalized steps to uncover hidden risk, save on capital-gains taxes, cut fund fees, increase passive income, and optimize your portfolio allocation—all while keeping every investment account exactly where it is. Members have saved thousands of dollars,... - More info on Mezzi Wealth...

The investment app invested in building Black generational wealth – because we belong here. Featured in Black Enterprise, Boston Globe, AfroTech, CBS News, Fast Company. Stackwell is a stress-free, easy to use mobile investment app designed to help millions of people in the Black community leverage the power of the stock market and grow their wealth. Our mission is to make your money work for... - More info on Stackwell...

Long Angle is a free global community for high net worth investors. We help each other achieve greater personal finance success. Our members rely on Long Angle as a confidential, unbiased resource for knowledge sharing, networking and unique access to private markets. Members attend live events (dinners and virtual Zoom events) and discuss all major areas of high-net-worth personal finance includi... - More info on Long Angle...

Unlock your next level with Memo Serrano: the exclusive platform for ambitious, conscious leaders ready to transform their mindset, business, and wealth. This app is more than a learning hub — it's your elite ecosystem for inner mastery, conscious awareness, financial education, business strategies, and exponential success. Inside, you’ll find: + Daily mentorship + Live mentorship events + Spi... - More info on Memo Serrano: Mindse...

NVISIONU provides a suite of leading technologies that empowers you to take control of your financial future. Our mission is to provide you with the missing link to understanding and taking advantage of the future of the digital economy. Invest - Utilize our proprietary deep learning algorithms to take your trading to the next level. Connect - Interact with people in your network and participat... - More info on NVISIONU: Health & W...

(This App is only for registered privileged investors.) Wealth Elite empowers Investors to invest online in top-performing mutual funds schemes, track and manage your Wealth portfolio, map your investments with your life's goals. Key Features of Wealth Elite: • Easy Portfolio Manager - We made the investment reports very easy, all the key data you can view at a glance. • Research - Invest ... - More info on Wealth Elite...

Aaron Wealth Advisors is a registered independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth. Aaron Wealth Connect enables you to securely collaborate with Aaron Wealth advisors at any time, from any place. Aaron Wealth Connect ensures that all collaboration is secure, private, and comp... - More info on Aaron Wealth Connect...

We are an independent financial planning and wealth management firm based in Bakersfield, California. For more than 20 years we have been serving as a trusted advisor for successful individuals, families and businesses, primarily in the Kern County area. Our job is to protect your lifestyle after you stop working.... - More info on Trovato Wealth Manag...