A personal CFO for your financial life.
Stop letting Wall St. take advantage of you.
Make the best financial decisions.
Traditional & Web.3 finances under one - easy to undertand - roof.
An app that makes your finances truly understandable.
See your finances in one space and compare yourself to peers, so you can understand where your really are.
So, how does it work?
We collect info about your existing accounts, investments, loans, tokens, goals, where you spend your time, and how you spend your money.
And then we lock that data down through tokenized data security on the blockchain.
Our algorithms - designed by real financial advisors - analyze your financial history and goals to make sure you are heading in the right direction.
We tailor our advice to your unique financial personality, because we are all different.
Not sure that your decisions are the right one? Worried that your friends are doing better than you?
The app will provide you with insights on how you match up to your peer group, so that you can see where you align and differ from those around you.
Our app considers all of your finances (accounts, loans, cards, investments, crypto-wallet, etc.) and values to find you the best products that you may have overlooked (because you have better things to do)!
We'll match on price, need, environmental responsibility, locality, whatever it is you care about.
If you like something we recommend, we'll make the match happen.
That token we mentioned in #1. gets unlocked, allowing your data to be connected with the provider you just chose.
6. Collect Your Fees
Yes you read that right. Most financial products carry incentive fees that you aren't getting today (because you don't know they exist).
But as we think they are rightfully yours, Medici shares all the fees with you, to make sure we both get our fair share of the good decisions we reach together.