Mezzi: Modern Wealth with AI

"Mezzi's insights helped me add thousands of dollars to my wealth."“Mezzi is the best tool to aggregate all your accounts AND get insights.” Mezzi is a new way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's 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:

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. Mezzi's advanced calculators and AI-powered suggestions make it simple.

CUT OUT EXPENSIVE FEES (Powered by AI)
Mezzi's AI suggests less expensive funds with similar exposure so you can save thousands in fees and maximize returns

REBALANCE YOUR PORTFOLIO
Mezzi's 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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