Mezzi Wealth

Mezzi is a smarter, AI-powered way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's personalized steps to uncover hidden risk, save on capital-gains taxes, cut fund fees, increase passive income, and optimize your portfolio allocation—all while keeping every investment account exactly where it is.

Members have saved thousands of dollars, discovered new investments, reduced portfolio risk, and saved precious time managing money.

KEY FEATURES

ALL OF YOUR FAMILY’S INVESTMENTS IN ONE PLACE

Securely link hundreds of U.S. brokerages, trading platforms, and bank accounts — including Fidelity, Vanguard, Charles Schwab, Robinhood, E*TRADE, TD Ameritrade, Chase, Bank of America, and more — to compare performance and allocations across assets. Invite family members to collaborate and make decisions together. Then, start building wealth with Mezzi’s actionable insights:

REAL-TIME PERSONALIZED INSIGHTS

Mezzi proactively surfaces the largest opportunities to grow wealth and optimize your portfolio, with fresh daily updates.

MEZZI AI CHAT

The most powerful way to talk to your portfolio. Ask:

“What are my tax-saving opportunities?”

“How much will my portfolio be worth in 30 years?”

“What were my top-performing stocks this week?”

Free users get one Mezzi AI Chat session per day.

SAVE ON TAXES (Powered by AI)

Managing investment taxes is complicated. Mezzi's advanced calculators and AI-powered suggestions decode wash-sale rules, optimize lot harvesting, and project annual liabilities in seconds.

CUT OUT EXPENSIVE FEES (Powered by AI)

Mezzi’s AI recommends lower-cost ETFs or index funds with the same exposure, helping you save thousands and maximize returns.

REBALANCE YOUR PORTFOLIO

Mezzi's allocation and concentration insights help you rebalance and put idle cash to work. Good-bye calendar reminders — hello automatic wealth building.

*MEZZI MEMBERSHIP*

Add your accounts and instantly see top movers, performance vs. benchmarks, sector exposure, concentration, dividend income, and more. Download Mezzi today and start building wealth faster.

-Real-time AI prompts to build wealth

-Unlimited Mezzi AI Chat

-Discover hidden risk across accounts

-Advanced performance analysis

On average, Mezzi members save $10,000 in advisory fees.

Choose the plan that's right for you.

Core: "Access Mezzi Core's features for $179 every six months or $299 every year."

Plus: "Unlock Mezzi Plus for $299 every six months or $499 every year."

White Glove (coming soon): "Get the full Mezzi experience with White Glove for $899 every six months or $1,499 every year."

Privacy Policy: https://www.mezzi.com/privacy-policy

Terms of Use: https://www.mezzi.com/terms-of-use

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