Mezzi
AI wealth-management app giving SEC-registered fiduciary advice on taxes, allocation, and retirement with no AUM fees.
What it does
Mezzi is an AI-powered wealth-management app and SEC-registered investment adviser that lets users self-manage their wealth while getting fiduciary advice with zero AUM fees. It analyzes all connected accounts to surface tax optimization, asset-allocation, and retirement recommendations via read-only data access.
How to use: 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.
Core features
Best for
Reviews
Big-picture takes: what it's for and whether it delivers. High-engagement YouTube videos — not sponsored.