Mezzi
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About
Mezzi is an AI-powered mobile app designed to help users build wealth faster. It provides consolidated views of investment accounts, offering insights and AI-driven prompts to optimize investments and reduce taxes. Key features include real-time AI chat, risk assessment, performance analysis, and family collaboration. Mezzi uses secure data aggregation from leading providers and prioritizes user privacy. It offers a free plan with basic features and a paid membership plan with advanced AI capabilities, averaging over $1000 in annual tax and fee savings. The app aims to empower users to manage their finances effectively without relying on expensive financial advisors.
Platform
Features
• best-in-class performance analysis
• discover hidden risk across accounts
• unlimited access to mezzi ai chat
• real-time ai prompts to build wealth
• basic performance comparisons
• collaborate with family
• insights for all accounts and smart groups
• consolidated account views with smart grouping
Pricing Plans
Free
Free Plan• Consolidated account views with smart grouping
• Insights for all accounts and smart groups
• Collaborate with family
• Basic performance comparisons
Membership
$119.00 / per year• Real-time AI prompts to build wealth
• Unlimited access to Mezzi AI Chat
• Discover hidden risk across accounts
• Best-in-class performance analysis
Job Opportunities
There are currently no job postings for this AI tool.
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