Mezzi

What it does

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: 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.

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

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.