Mezzi AI-powered wealth building and investment optimization platform

Freemium

From 10$

#wealth management
#investment
#portfolio optimization
#tax planning
#financial analysis
#risk assessment

What is Mezzi?

Mezzi offers a comprehensive wealth management solution powered by artificial intelligence, designed to help individuals make smarter investment decisions and optimize their financial portfolio. The platform consolidates multiple accounts, provides real-time AI-driven insights, and identifies opportunities for tax and fee savings.

Through its sophisticated analytics and AI capabilities, Mezzi typically helps users discover over $1,000 in annual tax and fee savings opportunities. The platform emphasizes data privacy and security, operating on a transparent business model where the paid product is their primary revenue source, ensuring user data is never sold.

Features

Account Consolidation: Smart grouping and consolidated account views
AI Chat Assistant: Unlimited access to AI-powered financial guidance
Risk Analysis: Discovery of hidden risks across multiple accounts
Performance Analytics: Best-in-class investment performance analysis
Tax Optimization: Identification of tax-saving opportunities
Family Collaboration: Tools for family financial planning
Smart Insights: Real-time AI prompts for wealth building

Use Cases

Personal investment portfolio optimization
Family wealth management
Tax savings identification
Investment risk assessment
Financial performance tracking
Multi-account portfolio management

FAQs

How much can I save using Mezzi?

On average, Mezzi users discover over $1,000 in annual tax and fee savings opportunities through the platform.
Does Mezzi sell user data?

No, Mezzi never sells user data. Their revenue comes solely from their paid product offerings.
What's included in the free plan?

The free plan includes consolidated account views with smart grouping, insights for all accounts, family collaboration features, and basic performance comparisons.