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Mayson AI
Investor Brief 2026

The future of personal finance

AI-powered financial intelligence that understands your complete financial picture.

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The Problem

Personal finance is broken.

Your financial data lives across 12+ platforms. Your bank doesn't know about your investments. Your credit card company has no idea what you're saving for. And none of them understand the bigger picture—your complete financial health.

People make massive financial decisions based on incomplete information, driven by anxiety and outdated advice. Financial guidance is unaffordable. Trust in traditional institutions is eroding. There's a massive gap between the technology we use for everything else and the tools we use to manage our money.

72%

Financial Stress

of adults report financial anxiety

83%

Advice Gap

can't access quality financial guidance

12+

Data Silos

average financial accounts per person

61%

Trust Crisis

don't trust traditional institutions

The Opportunity

Everyone deserves a financial companion that truly understands them.

A shift from fragmented tools and generic advice, toward continuous intelligence, proactive guidance, and genuine financial wellbeing.

This is MAYSON.

Introducing

MAYSON

AI-powered financial intelligence — groundbreaking guidance across every account, every goal, every decision. 24/7.

Smart Budgeting

AI-driven budget analysis adapting to your spending patterns and life goals

Investment Intelligence

Personalized portfolio insights powered by real-time market analysis

Debt Strategy

Optimized payoff strategies that save you money and reduce financial stress

Risk Assessment

Continuous monitoring of financial risk factors with proactive alerts

Goal Planning

Intelligent milestone tracking that adjusts to life changes and market conditions

Credit Optimization

Smart recommendations to build and maintain excellent credit health

Tax Intelligence

Year-round tax optimization, not just at filing time

Wealth Building

Long-term wealth accumulation strategies personalized to your timeline

Smart Budgeting
Investment Intelligence
Debt Strategy
Risk Assessment
Goal Planning
Credit Optimization
Tax Intelligence
Wealth Building
Smart Budgeting
Investment Intelligence
Debt Strategy
Risk Assessment
Goal Planning
Credit Optimization
Tax Intelligence
Wealth Building
Ready to Trade

Trade with a conversation.

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Mayson
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Paper Trading

Trade, analyse, and manage your portfolio through natural conversation. Mayson understands your intent and executes with precision — just say what you need.

Conversational in any language. Trade, analyse, ask, and act through natural dialogue across global markets.
The Experience

Smart Money Moves

From daily spending to long-term wealth building — every signal is interpreted by intelligent guidance.

01

Connect your accounts

Link banks, investments, credit cards, and more. MAYSON builds a complete picture of your financial life.

02

Understand your patterns

AI analyzes spending, income, and behaviour patterns to establish your unique financial baseline.

03

Get personalized guidance

MAYSON interprets changes, explains what's happening, and provides clear, actionable next steps.

04

Take confident action

Execute on recommendations with one-tap actions — transfers, investments, debt payments, and more.

05

Grow your wealth

As your life evolves, MAYSON adapts. Guidance becomes more precise, compounding your financial advantage.

Market Opportunity

A massive, underserved market.

$26.5T

Personal Finance Market

Total addressable market in personal financial assets

$1.5T

Wealth Management TAM

Digital wealth management opportunity

340M+

Target Users

Financially underserved adults in key markets

47%

AI Fintech Growth

Projected CAGR of AI in financial services

First-Mover Advantage

No incumbent combines complete financial intelligence with AI-powered personal guidance at scale.

Network Effects

Every user interaction makes the AI smarter, creating compounding value and deep competitive moats.

Multiple Revenue Streams

Premium subscriptions, API licensing, institutional partnerships, and embedded finance.

Global Scalability

AI-native architecture designed for multi-market, multi-currency deployment from day one.

Revenue Model

Multiple paths to revenue.

Premium Subscriptions

Tiered access to advanced AI features, priority support, and premium insights

API & Platform Licensing

White-label financial intelligence for banks, fintechs, and enterprise partners

Institutional Partnerships

Revenue sharing with financial institutions for qualified referrals and data insights

Embedded Finance

Transaction-based revenue from in-app financial products and services

Data Intelligence

Anonymized, aggregated financial trend data for research and institutional clients

Why Now

Achievable KPIs unlock Series A

Our Seed Round is designed to hit the traction required for Series A — realistic milestones backed by conservative assumptions.

$2M
Projected Year 1 Subscription ARR
~15,000 subscribers across three tiers by month 12, blended ARPU of ~$135/year.
Conservative 40% paid conversion. With margin on every trade, conversion, card transaction, and lending product in the pipeline, subscriptions are just the beginning.
User Acquisition — Path to 15,000 Subscribers
M1
500
M3
2,000
M6
6,000
M9
10,500
M12
15,000
Invest Now
$2M
20% discount, $10M cap
Series A
$10M+
Projected $50M+ valuation
Series B
$200M+
Reinvestment / Exit
Seed Round

Get in early. Get rewarded.

We're raising $2M now to provide the capital we need to unlock our committed Series A.

The Raise
USD$2M
Convertible Note
20% discount, $10M Market Cap
The Unlock
$1.2M
Marketing
15k subscribers at $70–80 CAC achieves ARR goal
$600k
12 Months OPEX
Operational runway to reach key milestones
$200k
Regulatory & Compliance
Secures ANZ and at least 1 APAC jurisdiction
Traction & Roadmap

Building momentum.

Q1 2025
Concept & Research
Q2 2025
MVP Development
Q4 2025
Private Beta
Q1 2026
Seed Round
Q3 2026
Public Launch
2027
Scale

Q1 2025 — Concept & Research

Founded with core AI team, market validation complete. Initial customer discovery interviews underway.

Q2 2025 — MVP Development

Core AI engine built, initial model training on financial datasets. API integrations with major financial institutions established.

Q4 2025 — Private Beta

500+ beta users, key partnerships secured. Product-market fit validation in progress.

Q1 2026 — Seed Round

Raising capital to scale engineering and go-to-market. Expansion of founding team.

Q3 2026 — Public Launch

Full platform launch targeting 50K users in first year. Institutional partnerships announced.

2027 — Scale

International expansion, enterprise partnerships, Series A funding round.

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Partner With Us

We're onboarding select strategic partners ahead of launch.

Contact us to join MAYSON in reshaping personal finance.