| What it does | A structured life path reading that shows who you are, which chapter you're in, and what directions fit your design
| AI-powered wealth tracking and portfolio management platform for complex investments
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Paid
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| Pricing | Entry: $197 for one complete Meridian reading. Deep Work and Advisory available by request with pricing determined after fit conversation.
| Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
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| Key features | - 22-section private document
- Lineage, geographic, and macro calibration
- Conviction-labeled reflections
- Chronological life map
- Forward arc for next 10 years
- Multiple independent lenses cross-referenced
- Plain language with no jargon
- Permanent private link
| - AI document processing for financial statements and K-1s
- Sync multiple bank and brokerage accounts
- Performance tracking across public and private investments
- Portfolio organization by entity (LLCs, trusts, IRAs)
- Cash flow planning with scenario modeling
- Co-investment and ownership stake tracking
- Role-based access and permissions
- AI-powered portfolio query and insights
- Automated reporting and statements
- Support for multiple asset classes
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| What makes it different | - Not a chat or app session, but a finished document built to return to
- Cross-references multiple independent lenses instead of relying on single system
- High-conviction threshold ensures only substantive, testable reflections
- Hand-finished by human readers, not template-based or unreviewed AI output
- Specific to your life through lineage, geographic, and generational calibration
| - All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
- AI-powered document processing that extracts data from financial statements automatically
- Multi-entity and multi-client portfolio management for family offices and advisors
- Comprehensive asset class coverage from traditional to crypto and alternative investments
- No financial product upselling or conflicts of interest
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 6 ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 5 | 8 |
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| Citation Flow (Majestic) | 20 | 20 |
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| Referring domains (Majestic) | 17 | 219 |
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Meridian
Vyzer