Logo
Toologram
Logo
Toologram
Home
Free Tools
Categories
Saved Tool
Mezzi

Mezzi

An AI-powered platform designed to optimize your money management, focusing on tax savings and wealth growth.

Mezzi screenshot
Visit Site
Visit
AI For FinanceAI InvestingAI Tax AssistantAI AssistantAI Productivity Tools

About Mezzi

Mezzi is an innovative money management platform leveraging artificial intelligence to help users grow their wealth independently, avoiding costly financial advisors. It features tax-loss harvesting, real-time AI prompts, unified account dashboards, and insights to minimize taxes and investment fees. Available for iOS in the US with investment and brokerage accounts, plus a web app in beta testing.

How to Use

Register with Mezzi, link your investment and brokerage accounts, and receive real-time AI prompts and insights aimed at enhancing your wealth, reducing taxes, and minimizing fees. Use the AI Chat feature for instant wealth-related questions and advice.

Features

  • Cross-account risk assessment
  • Performance tracking and analysis
  • AI Chat for personalized wealth questions
  • Real-time investment prompts
  • Tax reduction insights for investments
  • Automated tax-loss harvesting
  • Unified account dashboard

Use Cases

  • Growing wealth independently of traditional advisors
  • Gaining strategic insights into investments
  • Lowering capital gains and income taxes with tax-loss harvesting
  • Managing multiple investment accounts seamlessly
  • Identifying hidden risks across portfolios
  • Preventing wash sales across accounts

Best For

Tax-focused investorsFinancial advisorsWealth buildersIndividual investorsCPAs

Pros

  • Offers both free and premium subscription options
  • Proactively identifies wealth-building opportunities
  • Consolidates all account information in one view
  • Potential for significant tax and fee reductions
  • Simple setup and user-friendly interface
  • AI-driven insights for smarter investing

Cons

  • Effectiveness varies based on user’s investment activity
  • Currently available only for iOS users in the US; web app in beta
  • Premium features require a subscription fee

Pricing Plans

Choose the perfect plan. All plans include 24/7 support.

Free Plan: Wealth Tracking

$0

Access comprehensive wealth views, smart groupings, account insights, and invite a partner, advisor, or CPA. Includes a free trial of Premium features.

Get Started
Most Popular

Premium Plan: Wealth Building

$199/year

Get real-time AI prompts for wealth growth, unlimited AI Chat Q&A, risk detection across accounts, advanced performance analysis, and more. Typically, users save over $1,000 annually in taxes and fees.

Get Started

FAQs

What is tax-loss harvesting?
Tax-loss harvesting involves selling investments at a loss to offset taxable gains, reducing your overall tax bill. Mezzi's AI helps identify these opportunities efficiently.
Can Mezzi replace a financial advisor?
Mezzi provides AI-driven insights to help you build wealth independently. While it offers valuable guidance, it may not fully replace personalized advice for complex financial situations.
How does Mezzi protect my financial data?
Mezzi uses secure aggregators like Plaid and Finicity to connect your accounts. Your login details remain private, and access is limited to read-only for security.
What savings can I expect with Mezzi?
On average, users save over $1,000 annually through optimized tax strategies and fee reductions facilitated by Mezzi’s AI insights.
Is Mezzi suitable for beginners?
Yes, Mezzi is designed to be user-friendly for beginners while offering advanced tools for experienced investors seeking to optimize their wealth.