Mezzi is a new way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzis personalized steps to uncover hidden risk, save on capital gains taxes, reduce fund fees, increase passive income, and optimize your portfolio allocation. All without changing any of your investment accounts.
Members have saved thousands of dollars, discovered new investments, reduced portfolio risk, and saved precious time managing investments.
**KEY FEATURES**
ALL OF YOUR FAMILY’S INVESTMENTS IN ONE PLACE
Smart investing requires seeing your investments in one place. Compare performance and allocations across your different accounts and assets. Invite family members to collaborate and make decisions together. Then, start building wealth with Mezzi’s actionable insights:
REAL-TIME PERSONALIZED INSIGHTS
Mezzi proactively surfaces the largest opportunities to build your wealth and optimize your portfolio, with updates provided daily.
MEZZI AI CHAT
The most powerful way to talk to your portfolio. Ask any question about your portfolio, such as “what are my tax savings opportunities,” “how much will my portfolio be worth in 30 years,” “what are my top performing stocks over the past week,” and much more. Free users get one session of Mezzi AI Chat per day.
SAVE ON TAXES (Powered by AI)
Managing your investment taxes is complicated. Short and long-term tax rates, wash rules, ordinary income tax rates, annual limits, and more. Mezzis advanced calculators and AI-powered suggestions make it simple.
CUT OUT EXPENSIVE FEES (Powered by AI)
Mezzis AI suggests less expensive funds with similar exposure so you can save thousands in fees and maximize returns
REBALANCE YOUR PORTFOLIO
Mezzis allocation and concentration insights will help you rebalance your allocations and put your extra cash to work. No more calendar reminders or ad-hoc check-ins to try to keep up with it all.
FREE TO GET STARTED
Mezzi is free to get started. Add your accounts and start getting insights into your top movers, performance against benchmarks, sector allocation, concentration, dividend income, and more. Download Mezzi today to start building wealth faster.
Mezzi currently works with hundreds of US brokerages, trading platforms, and bank accounts.
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*CHOOSE THE RIGHT PLAN FOR YOU*
-FREE PLAN: Track all of your family’s investments in one place, with rich detail around allocations, performance comparisons, dividend income, trade history, personalized insights, collaboration with a family member, one session of Mezzi AI Chat per day, and more.
-WHY CHOOSE A MEZZI MEMBERSHIP?:
*Real-time AI prompts to build wealth
*Unlimited access to Mezzi AI Chat
*Discover hidden risk across accounts
*Advanced performance analysis
*On average, Mezzi surfaces over $1,000 in annual tax and fee savings
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