Mezzi

Mezzi is an AI-powered wealth management platform that enables users to self-manage their investments with personalized, fiduciary-grade advice. It integrates all accounts—including 401(k)s, IRAs, and brokerage accounts—offering insights on tax optimization, asset allocation, and retirement planning, without requiring users to transfer their assets or pay advisor AUM fees. Mezzi is designed for individuals who want to maximize their wealth outcomes with data-driven strategies and secure, unified account visibility.