Mezzi
Tool Overview
Mezzi is an AI-powered web application designed to help individuals manage and grow their wealth without the need for expensive financial advisors. It offers real-time insights and actionable prompts to optimize investments, reduce tax liabilities, and provide a consolidated view of all financial accounts. Mezzi uses industry-leading aggregators like Plaid and Finicity to securely connect to your accounts, ensuring data privacy and security. The platform helps users make smarter financial decisions, save time, and avoid unnecessary taxes, ultimately empowering them to build wealth more effectively. It is suitable for individual investors looking for AI-driven financial guidance and portfolio optimization. Get personalized insights and optimize your financial future with Mezzi.
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