

Mezzi
Overview :
Mezzi is a revolutionary new financial tool that provides users with personalized investment recommendations typically accessible only to high-level wealth advisors. It simplifies financial operations and optimizes investment portfolio allocation.
Target Users :
Designed for investors and finance enthusiasts seeking personalized financial advice.
Use Cases
Joyce consolidated multiple investment accounts through Mezzi and received more insightful financial advice compared to Personal Capital.
Chris can clearly visualize the impact of each transaction in Mezzi, enabling him to evaluate his investment decisions effectively.
Nait effortlessly implements a unified investment strategy across 14 accounts using Mezzi, saving several hours each month.
Features
Aggregate all user investment accounts
Offer personalized investment advice and actionable steps
Help users optimize their investment portfolio allocation
Implement AI-powered tax loss harvesting
Assist users in avoiding unnecessary fund fees and tax expenditures
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