Mezzi

Mezzi is an AI-powered wealth management platform that provides personalized, fiduciary financial advice tailored to each user's tax situation, asset allocation, and retirement planning. It aggregates all your accounts (brokerage, 401(k), Roth, etc.) and delivers actionable insights—like tax-loss harvesting, diversification, and retirement readiness—instantly and without the traditional 1% assets-under-management (AUM) fees. Mezzi is designed for individuals wanting to self-manage their wealth using institutional-grade analytics and always-available AI, while maintaining privacy and security.