What It Does
Mezzi is an AI-powered wealth assistant that helps you manage your investments smarte-without handing everything over to an advisor.
It brings all your accounts into one clean dashboard, gives real-time insights, highlights tax-saving opportunities, and helps you make confident decisions with simple, conversational AI guidance.
Key Features
- All Accounts in One Place – See your entire financial picture combined or separated, so you always know what’s going on.
- Real-Time AI Insights – Get answers to your investment questions instantly, from portfolio tweaks to trade evaluations.
- Tax-Saving Suggestions – Spot opportunities to reduce capital gains taxes and avoid wash sales across multiple accounts.
- X-Ray Portfolio Scan – Uncover hidden exposures in ETFs or stocks you didn’t realize you were holding.
- No Advisor Fees – Skip the 1% AUM fee and keep more of your long-term growth.
- Secure Data Practices – Uses Plaid/Finicity for bank connections, Apple Login, and no ads or data selling-ever.
- Simple, Clean UX – A user interface built to help you focus on decisions, not clutter.
Who Is Mezzi For?
- Self-directed investors who want professional-level insights without paying an advisor.
- Tax-conscious investors aiming to avoid unnecessary tax hits and maximize long-term returns.
- ETF and stock investors looking for clear breakdowns of exposures across all accounts.
- Busy professionals who want quick, actionable answers rather than long research sessions.
- Anyone with multiple brokerage accounts needing a single, easy view of everything.
Final Thoughts
Mezzi brings modern, AI-driven clarity to a world that still feels stuck in the 1970s.
If you want to grow your wealth confidently, skip unnecessary fees, and get instant, personalized this tool is worth trying.
Ready to make your money work as hard as you do? Give Mezzi a spin and see what you can save.
