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Modern wealth with Mezzi AI

Financial advisory is stuck in the 1970s
“Helps me make smarter decisions”
“Saving me hours each month”
“Mezzi helps me evaluate my trades”
“Complete view of accounts”
“I avoided unnecessary taxes”
“Makes it so much easier to avoid wash sales across multiple investment accounts”
“Makes managing cross platform a breeze”
“Great way to build my wealth across equities and ETF”
“See all your accounts combined or separate”
“Actionable insights to reduce investment tax”
“I can see all my accounts in consolidated form”
“Insights on all of my accounts ”
“Helps me make smarter decisions”
“Saving me hours each month”
“Mezzi helps me evaluate my trades”
“Complete view of accounts”
“I avoided unnecessary taxes”
“Makes it so much easier to avoid wash sales across multiple investment accounts”
“Actionable insights to reduce investment tax”

Don’t change anything.

Our AI works with what you have.

Real-time AI prompts to build wealth

Skip the advisor fees.
There’s a new way with Mezzi.

Financial Calculator

What would you do with an extra million dollars?

You’ve worked hard to create your wealth. You know every percentage point matters.

You’ve thought about giving all your assets to an advisor because you know you’re missing out on opportunities to build your wealth.

Saving 1% across ETFs and mutual funds, for example, may mean an extra $186,877 for retirement or for your kids. Saving $10,221 on your capital gains taxes means you can reinvest it and turn it into $76,123 over 30 years.

Most advisors follow standard portfolio theory to manage your investments. Many even outsource the investment management to third parties. The best will leverage the same insights you’ll find in Mezzi.

With our platform, you see the insights yourself the moment you sign up and then when you actually need them, all without having to hand over all your assets to a stranger.

Saving 1%-plus on an advisor means saving over $1M over 30 years.*

Learn more about the roles of advisors and the different types here.

*Conservatively assumes 7% annual return based on historical market returns since 1971. Excludes additional benefits from reinvesting of dividends. Source.

Your data is secure

You’re putting your trust into every financial service you work with. Whether you’re working with a financial advisor, a large bank, or Mezzi. Your privacy and data security needs come first.
Mezzi uses best in class data standards. Here are a few of the things we do.

Industry leading aggregators

We use industry leading providers, like Plaid and Finicity (Mastercard) to connect with your accounts. Every major brokerage and financial institution from Schwab to Chase is working with them to ensure you have access to your data in a secure and private manner.

Mezzi never sees your brokerage and bank login details. Access to your accounts is limited to read-only.

Apple login

Apple is a leader in privacy and Apple login anonymizes your email.

Ad free experience

We aren’t here to sell your data to a third party, today or ever.  Our paid plan allows us to build the best product for you, while keeping all of our data private.

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