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Mezzi is a Finance tool that provides AI-powered wealth management and fiduciary advice. It analyzes portfolios across all accounts for tax optimization, retirement planning, and asset allocation.
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About
Mezzi is an SEC-registered AI advisor offering personalized, fiduciary investment advice. It analyzes your entire portfolio across all accounts, including 401(k), brokerage, and Roth IRA, to provide insights on tax optimization, asset allocation, and retirement planning. The platform helps identify tax savings opportunities like rebalancing for tax efficiency, account optimization (Roth vs. Traditional), and tax-loss harvesting guidance. Mezzi aims to simplify wealth management by offering institutional-grade planning without the typical 1% AUM advisor fees, providing actionable advice instantly. It integrates with leading aggregators like Plaid and Finicity to securely connect with thousands of financial institutions, ensuring read-only access to your data and prioritizing privacy.
Capabilities
Pricing & Plans
Paid
Not publicly disclosed. Check mezzi.com for current pricing.
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