Mezzi
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About
Mezzi is a modern wealth management tool designed to help individuals build wealth independently, without the need for expensive financial advisors. It offers a comprehensive view of investments across different accounts, utilizing AI-powered insights to optimize portfolio allocation, save on capital gains taxes, and reduce fund fees. Users can manage their investment strategies effectively, avoid unnecessary taxes, and receive actionable suggestions that simplify complex financial management tasks. Mezzi ensures data security and privacy, committing to never sell user data. With a free membership plan and a paid version offering advanced features, Mezzi aims to make wealth building accessible to everyone.
Platform
Features
• securely sync existing investment accounts
• real-time investment insights
• expense tracking and fee reduction
• cross-account investment optimization
• ai-powered tax management
Pricing Plans
Free
Free Plan• Consolidated account views with smart grouping
• Insights for all accounts and smart groups
• Collaborate with family
• Basic performance comparisons
Membership
USD12.00 / per month• Tax savings and smart reminders
• ETF and mutual fund fee savings
• AI-powered buy & sell suggestions
• Advanced performance insights
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