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Mezzi

★3.3
💬571
💲Freemium

Mezzi uses AI to simplify personal finance by offering insights into investment allocation, identifying hidden risks, and helping users avoid unnecessary fees. With features like tax-loss harvesting and real-time prompts, it empowers users to make smarter financial decisions. The platform supports both free and premium plans, making it accessible to a wide range of users.

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Platform
web
AI financeAI investmentFinancial planningInvestment managementPersonal financePortfolio managementTax-loss harvesting

What is Mezzi?

Mezzi is an AI-powered financial platform designed to help users build wealth and reduce taxes without the need for a costly financial advisor. It offers tools like tax-loss harvesting, real-time AI prompts, consolidated account views, and insights into investment strategies. Mezzi connects to investment and brokerage accounts to provide actionable guidance on reducing fees and taxes while managing cross-platform investments in one place. Available for iOS users in the US and with a web app in beta, it caters to individuals looking for smart, data-driven financial decisions.

Core Technologies

  • Artificial Intelligence
  • Tax-loss Harvesting
  • Real-time Insights
  • Account Aggregation

Key Capabilities

  • Helps reduce capital gains and income taxes through tax-loss harvesting
  • Provides real-time AI prompts for wealth-building opportunities
  • Offers consolidated views of all investment and brokerage accounts
  • Delivers performance analysis and risk discovery across accounts

Use Cases

  • Managing cross-platform investment accounts from a single dashboard
  • Identifying tax-loss harvesting opportunities to minimize capital gains
  • Gaining insights into portfolio performance and risk exposure
  • Avoiding wash sales across multiple accounts
  • Receiving personalized advice for investment strategy and allocation

Core Benefits

  • Reduces investment tax and fees through AI-driven strategies
  • Offers consolidated views of multiple investment accounts
  • Provides proactive monitoring for wealth-building opportunities
  • Includes real-time AI prompts and on-demand Q&A via AI Chat
  • Supports both free and premium plans for flexibility

Key Features

  • Tax-loss harvesting
  • Real-time AI prompts
  • Consolidated account views
  • Investment tax reduction insights
  • AI Chat for wealth Q&A
  • Risk discovery across accounts
  • Performance analysis

How to Use

  1. 1
    Sign up for Mezzi using your iOS device or web browser
  2. 2
    Connect your investment and brokerage accounts securely
  3. 3
    Receive real-time AI prompts and insights to optimize your wealth
  4. 4
    Use AI Chat for on-demand wealth-related questions and guidance

Pricing Plans

Free: Track wealth

$0
Consolidated wealth views with smart groupings, insights for all accounts and smart groups, invite a partner, financial advisor, or CPA, free trial of Premium

Premium: Build wealth

$199/year
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.

Frequently Asked Questions

Q.What is tax-loss harvesting?

A.Tax-loss harvesting is a strategy to reduce capital gains and income taxes by selling investments at a loss to offset gains. Mezzi's AI-driven feature helps identify these opportunities.

Q.Is Mezzi a replacement for a financial advisor?

A.Mezzi aims to provide AI-driven insights and guidance to help users build wealth without the need for an expensive advisor. However, it may not be a complete replacement for personalized financial advice in all situations.

Q.How does Mezzi ensure data security?

A.Mezzi uses industry-leading aggregators like Plaid and Finicity (Mastercard) to connect with your accounts. Mezzi never sees your brokerage and bank login details, and access to your accounts is limited to read-only.

Q.What is the average tax and fee savings with Mezzi?

A.On average, Mezzi surfaces over $1,000 in annual tax and fee savings.

Pros & Cons (Reserved)

✓ Pros

  • AI-driven insights for smarter financial decisions
  • Potential for significant tax and fee savings
  • Consolidated view of all accounts
  • Easy to set up and use
  • Offers both free and premium plans
  • Proactive monitoring for wealth-building opportunities

✗ Cons

  • Currently available for iOS users in the US (web app in beta)
  • Premium features require a paid subscription
  • Effectiveness depends on the user's investment portfolio and activity

Alternatives

No alternatives found.