Update

New in Mezzi: Personalize Mezzi AI

We're excited to share several updates that make Mezzi's AI Chat much faster and more personal. TL;DR: Better wealth guidance, delivered in real-time.

💨 Faster Responses

See answers as they're being generated - no more waiting for complete responses. Watch your insights appear in real-time.

💡 Discover More with Related Questions

Each conversation with Mezzi AI now suggests related questions to help you:

  • Explore different angles of your financial situation
  • Uncover new insights about your portfolio
  • Get more detailed analysis of specific topics

🎯 Customize Mezzi AINow Mezzi AI can provide more tailored guidance when you share details like:

  • "I want to retire at 55"
  • "$300K of home equity"
  • "$200K of startup equity"
  • "Want to pay for children's college in 18 years"
  • "$250K annual income and $150K annual expenses"
  • "I have a high risk tolerance"
  • "I prefer tech stocks with over 20% revenue growth"
  • "I have NVDA, TSLA, and PLTR on my watchlist"

Enter your personal details, then ask AI Chat for guidance on:

  • Building a retirement plan
  • Saving for children's education
  • Uncovering investment opportunities
  • Aligning your portfolio with your risk tolerance
  • And much more!