Mezzi: Modern Wealth with AI 4+

Smarter investing & tax saving

StockTalk, Inc

    • 5.0 • 34 Ratings
    • Free
    • Offers In-App Purchases

iPhone Screenshots

Description

"Mezzi's insights helped me add thousands of dollars to my wealth."
“Mezzi is the best tool to aggregate all your accounts AND get insights.”

Mezzi is a new 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, reduce fund fees, increase passive income, and optimize your portfolio allocation. All without changing any of your investment accounts.

Members have saved thousands of dollars, discovered new investments, reduced portfolio risk, and saved precious time managing investments.

**KEY FEATURES**

ALL OF YOUR FAMILY’S INVESTMENTS IN ONE PLACE
Smart investing requires seeing your investments in one place. Compare performance and allocations across your different accounts and assets. Invite family members to collaborate and make decisions together. Then, start building wealth with Mezzi’s actionable insights:

SAVE ON TAXES (Powered by AI)
Managing your investment taxes is complicated. Short and long-term tax rates, wash rules, ordinary income tax rates, annual limits, and more. Mezzi's advanced calculators and AI-powered suggestions make it simple.

CUT OUT EXPENSIVE FEES (Powered by AI)
Mezzi's AI suggests less expensive funds with similar exposure so you can save thousands in fees and maximize returns

REBALANCE YOUR PORTFOLIO
Mezzi's allocation and concentration insights will help you rebalance your allocations and put your extra cash to work. No more calendar reminders or ad-hoc check-ins to try to keep up with it all.

FREE TO GET STARTED
Mezzi is free to get started. Add your accounts and start getting insights into your top movers, performance against benchmarks, sector allocation, concentration, dividend income, and more. Download Mezzi today to start building wealth faster.

Mezzi currently works with hundreds of US brokerages, trading platforms, and bank accounts.


https://www.mezzi.com/privacy-policy
https://www.mezzi.com/terms-of-use

What’s New

Version 1.37.5

Fixed chart on Home to reflect one week time horizon. Updates to insights shown on Home. Updates to onboarding. Other bug fixes and enhancements.

Ratings and Reviews

5.0 out of 5
34 Ratings

34 Ratings

Hastyle200912 ,

Great app

I’ve been using this app for a few months now. I have several different accounts and it’s pain to manage my exposure. But when Mezzi I see all my risk and concentration and can make changes to my portfolio. The interface is sleek and easy to navigate. Highly recommend you to download and try it, you won’t be disappointed.

Newly minted millionaire ,

New user

I have found this app to be extremely useful. Having everything from brokerage accounts, 401ks, to 529s all under one platform makes evaluating your personal finances a breeze. User interface is clean and organized. Response time from management is very prompt. Couldn’t say enough good things about this app/platform!

Developer Response ,

We're thrilled you're finding Mezzi to be valuable. We have a lot more coming!

Aksi82 ,

Great App

My friend Ali introduced me to this app - kudos to him for finding it. I actually have spoke to the founder - he is very invested in the mission and really cares about customer experience. Support is also incredible when I had issues connecting to my brokerage account.

Haven’t explored any of the paid features but they look insightful. Let’s go build wealth together.

App Privacy

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

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