Mezzi

What is Mezzi?

Mezzi is a wealth management platform that consolidates all of your investment accounts into a single view and delivers insights typically available only from expensive wealth advisors. It uses calculators and AI technology to simplify complex financial tasks, offering personalized guidance on capital gains taxes, fund fees, passive income, and portfolio allocation.

Who created Mezzi?

Mezzi was founded by a team with expertise in technology, finance, and law, drawing on experience from both startups and larger companies. The platform is backed by investors from well-known firms, as well as prominent founders and angel investors.

Key features

• Consolidates all investment accounts into one dashboard
• Personalized advice on capital gains taxes, backed by advanced tax calculators and AI-powered tax management
• Suggests cheaper fund alternatives to reduce fees, including guidance on when to switch funds
• Helps increase passive income through portfolio allocation optimization
• Flags potential wash sales across accounts
• Sends regular updates on your portfolio and the market
• Read-only account access for safety, with an ad-free experience and robust data security

Who is Mezzi for?

Mezzi targets high-earning professionals—doctors, attorneys, finance professionals, product managers, and engineers—who want to build wealth on their own without paying for a traditional wealth advisor.