Mezzi: AI-Powered Wealth Management for Independent Families

Mezzi is an AI-powered financial tool designed to help families manage their wealth and reduce investment taxes through real-time AI insights and coaching. It provides a consolidated view of multiple investment accounts across platforms, enabling users to track performance, avoid wash sales, and optimize decisions. Built with security and privacy in mind, Mezzi uses industry-leading aggregators like Plaid and Finicity for secure, read-only access without storing login credentials. The platform offers two membership tiers—Build Wealth Faster ($199/year) and White Glove ($499/year)—with features including unlimited Q&A with an AI wealth assistant, performance analysis, risk detection, and tax savings. Mezzi operates 24/7 with bank-level encryption and is backed by prominent investors including J.P. Morgan, Amazon, and TikTok.

Key Features:

• Real-Time AI Insights: Actionable prompts and AI coaching for smarter investment decisions.
• Consolidated Investment View: Unified dashboard for multiple accounts across different platforms.
• Tax Optimization: Tools to avoid wash sales and reduce investment taxes.
• Performance Analysis: Track portfolio performance and identify risks.
• Secure Account Syncing: Uses Plaid and Finicity for read-only, secure access.
• No Data Selling: Ad-free and does not sell user data.
• 24/7 Access: Always available with bank-level encryption.
• AI Wealth Assistant: Unlimited Q&A with an AI coach.

Pricing: Mezzi offers two paid membership tiers: Build Wealth Faster at $199/year and White Glove at $499/year.

Conclusion: Mezzi empowers families to build wealth independently with intelligent, secure, and affordable AI-driven financial tools, saving thousands in fees and taxes while providing a comprehensive view of their financial health.