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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.
Sign up for Mezzi, connect your investment and brokerage accounts, and the AI will provide real-time prompts and insights to help you build wealth, reduce taxes, and avoid unnecessary fees. You can also use the AI Chat for wealth Q&A on-demand.
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Consolidated wealth views with smart groupings, insights for all accounts and smart groups, invite a partner, financial advisor, or CPA, free trial of Premium
Real-time AI prompts to build wealth, unlimited wealth Q&A on-demand with AI Chat, discover hidden risk across accounts, best-in-class performance analysis, plus everything in our free plan, on average, Mezzi surfaces over $1,000 in annual tax and fee savings.
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