Mezzi

Mezzi is an SEC-registered investment advisor that provides AI-powered wealth management. It offers personalized advice on taxes, asset allocation, and retirement planning across all your accounts. Users connect existing accounts (401k, IRA, brokerage, taxable) via read-only access using bank-level encryption, and Mezzi analyzes the full financial picture to deliver actionable recommendations.

Key Features

• Tax Optimization: Identifies tax-saving opportunities such as tax-loss harvesting, wash sale tracking, and account optimization (Roth vs. Traditional vs. taxable).
• Portfolio Rebalancing: Provides allocation advice across all accounts so they work together.
• Retirement Planning: Builds a plan around your goals (e.g., FIRE, traditional retirement) and updates automatically with contribution recommendations.
• AI-Powered Insights: Uses AI reasoning models from OpenAI and Google to answer questions based on your actual data.

Security

Mezzi uses industry-leading aggregators (Plaid, Finicity, Snaptrade) and read-only access. It never sees your login credentials. Data is encrypted and never sold.

Who It’s For

Self-directed investors, DIY wealth managers, and individuals seeking fiduciary advice without the high costs of traditional advisors.