Calificación de Usuario
3.0
Puntuación
60
Soporte Gratuito/Prueba
Soportado
Características
5 Características
Última Actualización
feb 05, 2026
¿Qué es 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.
¿Cómo usar 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.
Características Principales
- 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 & Contras
Sin Datos
Casos de Uso
- 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.
Grupos de Usuarios
Sin Datos
Precios de Mezzi
Plan GratuitoPlan de Suscripción
No detailed pricing information available
Vista Previa de Portada
Características de MEZZI
- Funcionalidad de IA Herramientas de productividadIA Herramientas de productividad
- Funcionalidad de Asistente IAAsistente IA
- Funcionalidad de IA Para finanzasIA Para finanzas
- Funcionalidad de IA InversionesIA Inversiones
- Funcionalidad de IA Asistente fiscalIA Asistente fiscal