Mezzi

What is Mezzi?

Mezzi is an AI-powered wealth management platform designed to help individuals make smarter financial decisions and optimize their investments. By providing real-time prompts and insights, Mezzi aims to empower users to build wealth without the need for expensive financial advisors.

How does Mezzi work?

Mezzi integrates with your existing financial accounts through industry-leading aggregators like Plaid and Finicity (Mastercard). This allows the platform to gather data and provide personalized insights on your investments. Mezzi's AI analyzes your portfolio and offers actionable recommendations to:

• Reduce investment tax
• Avoid wash sales across multiple investment accounts
• Uncover exposure to stocks you didn't realize you had
• Optimize portfolio allocation

Mezzi also offers an ad-free experience and uses best-in-class data standards to ensure the security and privacy of your financial information.

Key Features of Mezzi

• Real-time AI Insights: Receive personalized prompts and recommendations to improve your financial performance.
• Consolidated Account View: See all your accounts in one place for a complete view of your financial situation.
• Investment Tax Optimization: Get insights to reduce your investment tax burden.
• AI-Powered Portfolio Analysis: Evaluate your trades and uncover hidden exposures.
• Secure Data: Mezzi uses industry-leading security measures to protect your data.

Why Choose Mezzi?

• Skip Advisor Fees: Avoid expensive advisor fees and manage your wealth yourself.
• Actionable Insights: Get real-time recommendations to improve your financial performance.
• Complete Portfolio View: See all your accounts in one place for a holistic view of your financial situation.
• Time-Saving: Mezzi helps you make smarter decisions and saves you hours each month.

Who is Mezzi for?

Mezzi is ideal for individuals who:

• Want to take control of their finances
• Are looking for an alternative to expensive financial advisors
• Want to optimize their investment portfolio
• Want to reduce their investment tax burden

What users say about Mezzi

Here are some testimonials from Mezzi users:

• Tim, CEO of Somnee: "I love the AI insights and the simplicity of the UX. There is just enough info and I loved chatting with the AI to make important changes to my portfolio. I haven’t found another wealth app like Mezzi."
• Andre, Author of FAANG Fire: "I’ve tried a lot of personal finance products. This is the only one with deeply integrated AI and the team is shipping updates quickly."
• Shuping, Founder of Summer AI: "Mezzi’s X-Ray feature allowed me to uncover exposure to stocks I didn’t realize I had."
• Mike, Product manager: "Mezzi gives me answers and ideas when I need them, no matter what time of day or how big or small the question."

How to get started with Mezzi?

You can get started with Mezzi by signing up for a free consultation on their website. The setup process takes only five minutes.

Conclusion

Mezzi is a powerful AI-driven wealth management platform that helps individuals make smarter financial decisions and optimize their investments. By providing real-time insights, consolidated account views, and tax optimization tools, Mezzi empowers users to build wealth without the need for expensive financial advisors. If you are looking for a way to take control of your finances and optimize your investment portfolio, Mezzi is worth considering.