As heard on Bloomberg
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Building wealth should be available to every family.

You deserve advice without conflicts of interest.

Bespoke advice to achieve your goals

Wealth allows us all to achieve important goals for our family, like buying a home, sending our kids to college, traveling, and retiring early.

Yet, so often, financial insights are locked behind expensive wealth advisors. Even those armed with a finance degree can end up spending hours on weekends and evenings researching the information they need and building spreadsheets to stay organized.

Mezzi provides a better way to build wealth for every family.
You don’t need to pay thousands of dollars to an advisor. You don’t need a finance degree. You don’t need to waste your weekends building spreadsheets.

Mezzi gives you and every family tools and insights to build wealth independently, without paying expensive advisory fees, being beholden to a financial institution with biased advice, and wasting precious time each week. Join other Mezzi members who have saved thousands and build wealth to achieve all of your family's goals.

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Don’t change a thing

With Mezzi, you keep your existing investment accounts. Securely sync them with Mezzi to get started.

Your family’s portfolio, in one place

Mezzi allows you to understand your family’s investments in one view and by account so you aren’t switching between different apps and logins to manage it all.

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Insights to build wealth today

Mezzi’s insights allow you to start taking immediate action to build wealth. Use our suggestions to save thousands in taxes and fees today.

Our investors

Mark Goines

Former CMO of Personal Capital (acquired by Empower), Mint Board Member

Dennis Yang

GenAI Product Manager

Chime

Tim Olshansky

Co-founder, Fencer

Deepak Kumar

Chief Customer Officer, Observe.ai

Rajat Suri

Co-founder of Presto and Lyft

Vladik Rikhter

Co-founder of Fencer and Zenput

Cecilia Ziniti

Co-founder and CEO of GC.ai

Brent Akamine

Co-founder of Vinovest

Manoj Ramnani

Founder/CIO of 93 East Capital

Naitik Patel

SVP, One William Street Capital

Mike Cozart

Angel investor

Pankaj Badlani

Angel investor

Murali Krishnan

Former VP Software Engineering

Starbucks

Pallavi Golla

Founder of Lark Adventurewear

Nick Pahade

CEO of CrowdHere

Ishdeep Singh

Banking executive

Mike Awadis

Banking executive

Our team

Our team consists of technology, finance, and legal experts with product,
design, and operating experience at some of the best and most influential
startups and enterprises in the world. We’re motivated every day to make it
a joy to achieve your financial goals.

Manish Jain
Co-founder/CEO
Hersh Reddy
Co-founder/CTO
Andrew Barrett
Engineering
Edin Ćoralić
Engineering
Georgios Pagounis
Engineering
Ivana Milicic
Design
Audrey G
Engineering

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