Mezzi Wealth

Name: Mezzi Wealth
Rating: 4.7 (80 reviews)
Author: StockTalk, Inc

AI portfolio and tax guidance

Only for iPhone

Free · In‑App Purchases

80 Ratings
Ages

4+
Years
Category

Finance
Developer

StockTalk, Inc
Language

EN
English
Size

98.1
MB

iPhone

"I love the AI insights and the simplicity. There is just enough info. Mezzi has helped me make important changes to my portfolio. I haven’t found anything else like it." Mezzi is a smarter, AI-powered way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's personalized steps to uncover hidden risk, save on capital-gains taxes, cut fund fees, increase passive income, and optimize your portfolio allocation—all while keeping every investment account exactly where it is. Members have saved thousands of dollars, discovered new investments, reduced portfolio risk, and saved precious time managing money. KEY FEATURES ALL OF YOUR FAMILY’S INVESTMENTS IN ONE PLACE Securely link hundreds of U.S. brokerages, trading platforms, and bank accounts — including Fidelity, Vanguard, Charles Schwab, Robinhood, E*TRADE, TD Ameritrade, Chase, Bank of America, and more — to compare performance and allocations across assets. Invite family members to collaborate and make decisions together. Then, start building wealth with Mezzi’s actionable insights: REAL-TIME PERSONALIZED INSIGHTS Mezzi proactively surfaces the largest opportunities to grow wealth and optimize your portfolio, with fresh daily updates. MEZZI AI CHAT The most powerful way to talk to your portfolio. Ask: “What are my tax-saving opportunities?” “How much will my portfolio be worth in 30 years?” “What were my top-performing stocks this week?” Free users get one Mezzi AI Chat session per day. SAVE ON TAXES (Powered by AI) Managing investment taxes is complicated. Mezzi's advanced calculators and AI-powered suggestions decode wash-sale rules, optimize lot harvesting, and project annual liabilities in seconds. CUT OUT EXPENSIVE FEES (Powered by AI) Mezzi’s AI recommends lower-cost ETFs or index funds with the same exposure, helping you save thousands and maximize returns. REBALANCE YOUR PORTFOLIO Mezzi's allocation and concentration insights help you rebalance and put idle cash to work. Good-bye calendar reminders — hello automatic wealth building. *MEZZI MEMBERSHIP* Add your accounts and instantly see top movers, performance vs. benchmarks, sector exposure, concentration, dividend income, and more. Download Mezzi today and start building wealth faster. -Real-time AI prompts to build wealth -Unlimited Mezzi AI Chat -Discover hidden risk across accounts -Advanced performance analysis On average, Mezzi members save $10,000 in advisory fees. Get started with Mezzi's features with a 14-day free trial. Mezzi's membership is $119 every six months or $199 every year. 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.

Ratings & Reviews

4.7

out of 5

80 Ratings

Great Insights
Jun 7

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.
Great Insights
Jun 7

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
Sep 16

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.
Promising Idea, Meh Realization
Sep 16

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 Sep 28
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.
Ultimate visibility and AI
Oct 15

Happyfsa
This App is for people who want to as much control, visibility and data into their net work. This team is amazing, support is engaging and they listen to their customers. I use mezzi to help my wife and visualize our network in one place. We can easily compare our performance against any index. We track, individual, 401k, crypto, IRA, saving accounts. It’s nice to understand what’s performing well and what isn’t.
Ultimate visibility and AI
Oct 15

Happyfsa

This App is for people who want to as much control, visibility and data into their net work. This team is amazing, support is engaging and they listen to their customers. I use mezzi to help my wife and visualize our network in one place. We can easily compare our performance against any index. We track, individual, 401k, crypto, IRA, saving accounts. It’s nice to understand what’s performing well and what isn’t.
Great app for tracking investment and gain insights through generative AI
Apr 7

Emma0123Z
Mezzi is a great app for helping me keep all my investments and different accounts in one place for tracking and gain insights. The UI is smooth and beautiful. Great customer support along the way. The advanced features like X-rays to find hidden holdings, expense ratio comparisons for similar ETFs, tax loss harvesting strategies and more AI insights have been helping me gain more understanding of my portfolio too. Highly recommended.
Great app for tracking investment and gain insights through generative AI
Apr 7

Emma0123Z

Mezzi is a great app for helping me keep all my investments and different accounts in one place for tracking and gain insights. The UI is smooth and beautiful. Great customer support along the way. The advanced features like X-rays to find hidden holdings, expense ratio comparisons for similar ETFs, tax loss harvesting strategies and more AI insights have been helping me gain more understanding of my portfolio too. Highly recommended.

Streamlined broker and bank connection flows, including additional backup connection paths.

Version 1.53.5

Oct 30

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

Information

Seller
Size
Category
Compatibility
Languages
Age Rating
In-App Purchases
Copyright

Developer Website

Privacy Policy

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