About Mezzi
Mezzi — Mezzi is a modern money management platform that uses AI to help users build wealth without the need for an expensive advisor. It offers features like tax-loss harvesting, real-time AI prompts, consolidated account views, and insights to reduce investment tax and fees. Mezzi is available for iOS users in the US with investment/brokerage accounts and also has a web app in beta.
Top use cases
- Reducing capital gains and income taxes through tax-loss harvesting.
- Building wealth without the need for a traditional financial advisor.
- Gaining insights into investment allocation and strategy.
- Avoiding wash sales across multiple investment accounts.
- Managing cross-platform investment accounts in one place.
- Discovering hidden risks across accounts.
Built for
Key features
- Tax-loss harvesting
- Real-time AI prompts
- Consolidated account views
- Investment tax reduction insights
- AI Chat for wealth Q&A
- Risk discovery across accounts
- Performance analysis
Pros & cons
Pros
- AI-driven insights for smarter financial decisions.
- Potential for significant tax and fee savings.
- Consolidated view of all accounts.
- Easy to set up and use.
- Offers both free and premium plans.
- Proactive monitoring for wealth-building opportunities.
Cons
- Currently available for iOS users in the US (web app in beta).
- Premium features require a paid subscription.
- Effectiveness depends on the user's investment portfolio and activity.
Pricing
Free: Track wealth
$0
Consolidated wealth views with smart groupings, insights for all accounts and smart groups, invite a partner, financial advisor, or CPA, free trial of Premium
Premium: Build wealth
$199/ year
Real-time AI prompts to build wealth, unlimited wealth Q&A on-demand with AI Chat, discover hidden risk across accounts, best-in-class performance analysis, plus everything in our free plan, on average, Mezzi surfaces over $1,000 in annual tax and fee savings.
Company information
- Mezzi Company Mezzi Company name
- Mezzi . More about Mezzi, Please visit the about us page(https://www.mezzi.com/about) .
- Mezzi Pricing Mezzi Pricing Link
- https://www.mezzi.com/pricing
- Mezzi Twitter Mezzi Twitter Link
- https://twitter.com/MezziApp
Frequently asked questions
What is tax-loss harvesting?
Tax-loss harvesting is a strategy to reduce capital gains and income taxes by selling investments at a loss to offset gains. Mezzi's AI-driven feature helps identify these opportunities.
Is Mezzi a replacement for a financial advisor?
Mezzi aims to provide AI-driven insights and guidance to help users build wealth without the need for an expensive advisor. However, it may not be a complete replacement for personalized financial advice in all situations.
How does Mezzi ensure data security?
Mezzi uses industry-leading aggregators like Plaid and Finicity (Mastercard) to connect with your accounts. Mezzi never sees your brokerage and bank login details, and access to your accounts is limited to read-only.
What is the average tax and fee savings with Mezzi?
On average, Mezzi surfaces over $1,000 in annual tax and fee savings.
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