Mezzi

What is Mezzi?

Mezzi is a modern money management platform that uses AI to help users build wealth without the need for an expensive advisor. It offers features like tax-loss harvesting, real-time AI prompts, consolidated account views, and insights to reduce investment tax and fees. Mezzi is available for iOS users in the US with investment/brokerage accounts and also has a web app in beta.

How to use Mezzi?

Sign up for Mezzi, connect your investment and brokerage accounts, and the AI will provide real-time prompts and insights to help you build wealth, reduce taxes, and avoid unnecessary fees. You can also use the AI Chat for wealth Q&A on-demand.

Mezzi’s Core Features

Tax-loss harvesting Real-time AI prompts Consolidated account views Investment tax reduction insights AI Chat for wealth Q&A Risk discovery across accounts Performance analysis

Mezzi’s Use Cases

• Reducing capital gains and income taxes through tax-loss harvesting.
• Building wealth without the need for a traditional financial advisor.
• Gaining insights into investment allocation and strategy.
• Avoiding wash sales across multiple investment accounts.
• Managing cross-platform investment accounts in one place.
• Discovering hidden risks across accounts.