Mezzi
Build Wealth Smarter.
Subscription236 impressions#383 of its week
Mezzi is an AI-powered wealth tool that gives investors personalized tax, fee and portfolio optimization advice.
- for
- Individual investors seeking automated retirement, tax and asset-allocation guidance.
- pricing
- freemium
Key features
- AI Insights — Provides personalized tax, retirement and investment recommendations using AI.
- Tax-Loss Harvesting — Identifies opportunities to offset gains and reduce tax bills.
- 401(k) Fee Analyzer — Detects costly funds and suggests lower-fee alternatives.
- Risk X-Ray — Analyzes portfolio risk against your tolerance and goals.
- Family Collaboration — Allows a family member to view and discuss your financial plan.
- Unlimited Delegations — Enables multiple active delegations for shared financial management.
Use cases
- Cut annual advisor fees by receiving AI-driven advice
- Harvest tax losses to lower your tax bill
- Optimize retirement portfolio for early withdrawal without penalties
- Identify and replace high-fee 401(k) funds
- Get real-time wealth advice via chat anytime
Mezzi pricing
- Free$0Limited AI insights · Connect all assets and liabilities · Collaborate with a family member · Risk X-ray analysis
- Advisory$33.25/mo/month, billed annuallyUnlimited tax, retirement, and investment advice · 5 active Delegations · Video, phone, and email support
- Concierge$83.25/mo/month, billed annuallyAll Advisory features · Unlimited active Delegations · Advanced AI for complex analysis · Quarterly coaching check-ins
Mezzi FAQ
How does Mezzi differ from a traditional financial advisor?+
Mezzi uses AI to provide continuous, data-driven advice across all your accounts without the limited hours or asset thresholds of traditional advisors.
Can Mezzi help with tax-loss harvesting?+
Yes, Mezzi continuously monitors your portfolio and surfaces specific tax-loss harvesting opportunities, such as the $2,430 example shown.
What support is available on the Advisory plan?+
Advisory subscribers receive unlimited advice plus support via video, phone, and email.
Is there a free version of Mezzi?+
The Free plan offers limited AI insights, full asset connection, family collaboration, and risk analysis at no cost.
How are fees calculated for the Concierge plan?+
Concierge includes all Advisory features, unlimited delegations, advanced AI analysis, quarterly coaching, and set-up assistance for $83.25 per month billed annually.
Summarized by DevHunt from mezzi.com · Oct 4, 2026. Details may change; check the official site.
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