User Rating
3.0
Score
60
Free/Trial Support
Supported
Features
5 Features
Last Updated
Feb 05, 2026
What is Mezzi?
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 Mezzi?
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.
Top 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
Pros & Cons
No Data
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.
User Groups
No Data
Mezzi Pricing
Free PlanSubscription Plan
No detailed pricing information available
Cover Preview
MEZZI Features
- AI Productivity Tools functionalityAI Productivity Tools
- AI Assistant functionalityAI Assistant
- AI For Finance functionalityAI For Finance
- AI Investing functionalityAI Investing
- AI Tax Assistant functionalityAI Tax Assistant