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Mezzi

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About

Mezzi is a modern wealth management platform that empowers users to manage their finances independently without relying on expensive financial advisors. The tool offers consolidated views of all investment accounts, actionable insights, and AI-driven recommendations to assist users in making smarter financial decisions. It promises significant savings through efficient tax management and investment strategies. With a focus on data security and privacy, Mezzi utilizes industry-leading data aggregation services, allowing users to sync their existing accounts securely without sharing sensitive login information. Aimed at families looking to build wealth, Mezzi provides tools and insights for both novice and experienced investors, ensuring an accessible way to achieve financial goals.

Platform

Keywords

ai insights financial planning wealth management investment optimization tax savings

Task

wealth management

Features

• ai-driven financial insights

• data security and privacy assurances

• real-time prompts for building wealth

• tax savings management

• consolidation of investment accounts

Pricing Plans

Free

• 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

Social Media

Mobile Apps

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