Mezzi works 24/7 to build your wealth.
Our Members save thousands in taxes and fees each year, while receiving guidance on their investment allocation and strategy whenever they need it. Mezzi doesn’t sleep—it’s always proactively monitoring for opportunities to grow your wealth and avoid risk.
Get set up in minutes, compared to weeks of meetings and tens of thousands in fees required with traditional advisors.
- Consolidated wealth views with smart groupings
- Insights for all accounts and smart groups
- Invite a partner, financial advisor, or CPA
- Free trial of Premium
Sign up ↗- 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.
Sign up ↗"There's no way I'm going to pay 1% for a financial advisor. Mezzi helps me understand how to allocate my assets relative to my goals."
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