Free
$0Free plan available.
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 and connect your investment and brokerage accounts. The AI will then provide real-time prompts and insights to help you build wealth, lower your tax burden, and avoid unnecessary fees. You can also utilize the AI chat feature for on-demand wealth management questions.
Tax-loss harvesting is a strategy used to lower capital gains and income taxes by selling investments at a loss to offset gains. Mezzi's AI-driven tools help identify these opportunities.
Mezzi provides AI-driven insights and guidance to help you build wealth without the cost of a traditional advisor. However, it may not serve as a complete replacement for personalized financial advice in every situation.
Mezzi utilizes industry-standard aggregators like Plaid and Finicity (Mastercard) to connect to your accounts. Mezzi does not access your brokerage or bank login credentials, and account access is restricted to read-only.
On average, Mezzi identifies over $1,000 in annual tax and fee savings.
Free plan available.
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