Featured in Bloomberg, Fortune, and Yahoo Finance.
SEC-registered financial advisor.
Over $7 billion of assets connected or entered into Mezzi.
Mezzi provides elite financial advice for everyone.
See your complete financial picture—and get personalized guidance on what to do next. Mezzi combines an AI financial advisor with net worth tracking and investment portfolio analysis across all your accounts.
Mezzi goes beyond tracking: it is an SEC-registered investment adviser. Get guidance for investing, tax-aware strategies, and retirement planning without moving your assets or paying fees based on a percentage of your portfolio.
START FREE WITH A COMPLETE VIEW
Connect unlimited accounts from thousands of U.S. financial institutions. Track your net worth, investment performance, asset allocation, income, and transactions across investments, banking, liabilities, and other assets. Invite a family member, financial advisor, or CPA to collaborate.
UNDERSTAND WHAT YOU REALLY OWN
Diversification X-Ray looks through the ETFs and mutual funds in your accounts to reveal overlapping holdings, stock and sector concentration, fund fees, and hidden portfolio risk. Compare performance with market benchmarks and see how your investments work together.
ASK MEZZI AI
Talk to your portfolio in plain English. Ask questions like:
• Where are my tax-saving opportunities?
• Am I taking more risk than I realize?
• When can I retire?
• How should I rebalance across my accounts?
• Where do my funds overlap?
Mezzi’s answers use your connected account data, not a generic example.
UPGRADE FOR ONGOING FIDUCIARY GUIDANCE
Paid memberships unlock personalized guidance for:
• Portfolio rebalancing and asset allocation
• Concentration risk and overlapping funds
• Investing excess cash and evaluating investments
• Tax-loss harvesting and wash-sale monitoring
• Tax-aware contribution and withdrawal strategies
• Retirement projections, RMDs, and inheritance planning
• Multi-year scenarios and proactive AI alerts
STAY IN CONTROL
Mezzi uses read-only connections and never sees your bank or brokerage credentials. It does not custody your assets, execute trades, or sell your data. You decide whether to act on its guidance.
Featured in Bloomberg and Yahoo Finance.
Choose the plan that's right for you.
***Advisory Membership: Get answers***
-Unlimited advice for saving on taxes, investing wisely, and planning retirement.
-5 active Delegations
-Support by video, phone, and email
$39/month, or $399/year
***Concierge Membership: Stay ahead***
Everything in Advisory, and:
-Unlimited active Delegations
-Advanced AI for complex decisions
-Quarterly coaching check-ins
-Set-up assistance
$99/month, or $999/year
***Free Membership: See everything***
-Full net worth view
-Connect all assets and liabilities
-Collaborate with a family member
-Analyze risk with Diversification X-ray
-Up to 10 AI insights each month
Privacy Policy: https://www.mezzi.com/privacy-policy
Terms of Use: https://www.mezzi.com/terms-of-use
All trademarks are property of their respective owners and do not imply endorsement.
IMPORTANT DISCLOSURES
Mezzi is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
Advisory services are non-discretionary. Mezzi does not execute trades or custody client assets. Investing involves risk, including possible loss of principal, and results are not guaranteed. Past performance does not guarantee future results.
Tax-related features provide tax-aware investing guidance, not tax, legal, or accounting advice. Guidance and projections may rely on third-party, incomplete, estimated, or delayed data. Only designated advisory features provide investment advice; informational AI content does not.
Certain advisory and AI features require a paid subscription. Mezzi’s services are intended for U.S. persons using the platform for personal financial purposes. Review Mezzi’s Form ADV, Form CRS, Terms of Use, and Privacy Policy for complete information.
Awesome app. I’ve tried a few and Mezzi is the best. Very inexpensive for an impressive amount of functionality. Just a tip or two from Mezzi AI more the covers the subscription cost. Useful if you already have an advisor and unbeatable if you manage your own finances. It’s so easy to have multiple accounts-brokerage, 401k, HSA, Roth and if you have a spouse or partner even more. Mezzi lets you see everything under one roof in a simple and clean layout and guides you how to best manage your money for today and the future in terms of growth, income, your risk tolerance, and tax management.If you own ETFs, the x-ray feature is so informative in letting you know what you actually own and how much overlap is in your various accounts. And all your accounts - they’re still yours. No need to open a new account with a new advisor. Mezzi puts them all together right on your phone or computer. Bonus-they are SEC registered. Bonus 2-Notifications: create reminders, bill due dates and calendar events. Bonus 3-Mezzi AI uses Gemini and ChatGPT but your questions are asked through Mezzi, so Google and ChatGPT can’t form a profile on you, and the answers are geared toward you and your portfolio.
Developer Response
Thank you so much for sharing your experience with Mezzi. We're thrilled you are finding the platform to be valuable. Don't hesitate to reach out with any questions or feedback.
Great Insights
MacroMashup
A smart alternative to just opening your brokerage statement and going “huh?” Mezzi not only aggregates all your investment and bank accounts, it gives you insights on what you’re invested in and whether you could be doing better. Wonder if your direct investments overlap with the ETFs you own? Mezzi will tell you. Want to know if the overseas investment ETF is exposed to currency movements or is hedged? Ask Mezzi’s AI tool and, if you are don’t like the answer, ask if there’s another investment that might do a better job of hedging. I did, and there was. This is just the start of the journey Mezzi can help you take to a better investing future.
Promising Idea, Meh Realization
MatzEffect
The core promise is to put automated insights and tailored AI to use by giving it access to your accounts. And while it technically does all that, the execution is wholly underwhelming. Account integration relies on their partners (e.g., Plaid) working well with your financial institution. The insights are entertaining but ultimately shallow, big on wordy responses but with little substance on actionable steps, oftentimes focusing on a few funds rather than the totality of the account. Rationales can be hit or miss, with some referring to old data - I've gotten advice that was assuming the year is still 2024, an absolute no-go. But ultimately the biggest letdown is with the AI models, which use old ChatGPT4 versions and either don't go deep enough or spend upwards of 5 minutes "reasoning". The interaction requires a lot of trial and error to shape the prompts, which becomes exhausting. I want financial advice with AI automation that is largely preemptive and guided. What I got was old ChatGPT with a few prepared prompts that can RAG in my statements. I can probably get more for $200/year by just subscribing to ChatGPT Pro and dumping CSV account statements into the context or, heck, writing a small MCP harness to make them accessible like an AI native tool. Overall promising but just not worth the price asked.
Developer Response
Thank you. We really appreciate your detailed review and we apologize for falling short of your expectations. The value of Mezzi is in being able to synthesize your portfolio and other assets in real-time, while having insights that are personalized to you. We're curious, did you take advantage of Mezzi's personalization features? We're sorry our AI didn't deliver for you. We are actively working on improving the user experience and providing GPT 5 in the next couple of weeks. Given the nature of financial data, we put forth rigorous testing to ensure it delivers a superior experience. We'd love to find a way to make this up to you. Would you be open to a call with our team to see how we can resolve your concerns and demonstrate the value directly? Please reach out to us at help@mezzi.com if that is of interest so that we can schedule.
Fantastic Product
Financial Samurai
I’ve used Mezzi for several months now after meeting Manish, the CEO, for lunch in San Francisco. It is a fantastic AI wealth manager that has enabled me to interact in ways that I’ve never been able to with other online wealth management products in the past. It was also a revelation to see exactly how much in specific stock exposure I had through its investment analyzer tool of my index funds. I highly recommend you give Mezzi a try!As disclosure, I decided to invest in Mezzi and partner with Mezzi as an affiliate on Financial Samurai. I only invest and partner with companies I use and believe in.
Navigation improvements:
Docking of chat on Home screen and returning to full screen.
Updates:
You can now turn off X-ray and view only your directly held investments. Navigate to see all holdings and toggle X-ray off.
Other bug fixes and enhancements.
Version 1.63.4
The developer, StockTalk, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Location
Contact Info
Identifiers
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
