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Introduction: Mezzi is an AI-powered money management platform designed to help users build wealth independently. Key features include tax-loss harvesting, real-time AI insights, consolidated account tracking, and strategies to minimize investment taxes and fees. The service is currently available to US-based users via iOS, with a web application currently in beta.
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Mezzi Product Information

What is Mezzi?

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.

How to use Mezzi?

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.

Mezzi's Core 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

Mezzi Use Cases

#1 Reducing capital gains and income taxes through tax-loss harvesting.
#2 Building wealth without the need for a traditional financial advisor.
#3 Gaining insights into investment allocation and strategy.
#4 Avoiding wash sales across multiple investment accounts.
#5 Managing cross-platform investment accounts in one place.
#6 Discovering hidden risks across accounts.

FAQ from Mezzi

What is tax-loss harvesting? +

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.

Is Mezzi a replacement for a financial advisor? +

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.

How does Mezzi ensure data security? +

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.

What is the average tax and fee savings with Mezzi? +

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

Mezzi Pricing

Free

$0

Free plan available.

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