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Mezzi

Mezzi

An AI-powered platform designed to optimize your money management, focusing on tax savings and wealth growth.

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AI For FinanceAI InvestingAI Tax AssistantAI AssistantAI Productivity Tools

About Mezzi

Mezzi is an innovative money management platform leveraging artificial intelligence to help users grow their wealth independently, avoiding costly financial advisors. It features tax-loss harvesting, real-time AI prompts, unified account dashboards, and insights to minimize taxes and investment fees. Available for iOS in the US with investment and brokerage accounts, plus a web app in beta testing.

How to Use

Register with Mezzi, link your investment and brokerage accounts, and receive real-time AI prompts and insights aimed at enhancing your wealth, reducing taxes, and minimizing fees. Use the AI Chat feature for instant wealth-related questions and advice.

Features

Cross-account risk assessment
Performance tracking and analysis
AI Chat for personalized wealth questions
Real-time investment prompts
Tax reduction insights for investments
Automated tax-loss harvesting
Unified account dashboard

Use Cases

Growing wealth independently of traditional advisors
Gaining strategic insights into investments
Lowering capital gains and income taxes with tax-loss harvesting
Managing multiple investment accounts seamlessly
Identifying hidden risks across portfolios
Preventing wash sales across accounts

Best For

Tax-focused investorsFinancial advisorsWealth buildersIndividual investorsCPAs

Pros

Offers both free and premium subscription options
Proactively identifies wealth-building opportunities
Consolidates all account information in one view
Potential for significant tax and fee reductions
Simple setup and user-friendly interface
AI-driven insights for smarter investing

Cons

Effectiveness varies based on user’s investment activity
Currently available only for iOS users in the US; web app in beta
Premium features require a subscription fee

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

Free Plan: Wealth Tracking

$0

Access comprehensive wealth views, smart groupings, account insights, and invite a partner, advisor, or CPA. Includes a free trial of Premium features.

Get Started
Most Popular

Premium Plan: Wealth Building

$199/year

Get real-time AI prompts for wealth growth, unlimited AI Chat Q&A, risk detection across accounts, advanced performance analysis, and more. Typically, users save over $1,000 annually in taxes and fees.

Get Started

Frequently Asked Questions

Find answers to common questions about Mezzi

What is tax-loss harvesting?
Tax-loss harvesting involves selling investments at a loss to offset taxable gains, reducing your overall tax bill. Mezzi's AI helps identify these opportunities efficiently.
Can Mezzi replace a financial advisor?
Mezzi provides AI-driven insights to help you build wealth independently. While it offers valuable guidance, it may not fully replace personalized advice for complex financial situations.
How does Mezzi protect my financial data?
Mezzi uses secure aggregators like Plaid and Finicity to connect your accounts. Your login details remain private, and access is limited to read-only for security.
What savings can I expect with Mezzi?
On average, users save over $1,000 annually through optimized tax strategies and fee reductions facilitated by Mezzi’s AI insights.
Is Mezzi suitable for beginners?
Yes, Mezzi is designed to be user-friendly for beginners while offering advanced tools for experienced investors seeking to optimize their wealth.