Mezzi

A financial advisory platform that provides personalized advice on investing, taxes, and retirement by aggregating all user accounts. It targets individual consumers and families seeking to manage their wealth without paying traditional advisor fees. The platform differentiates itself by offering AI-driven insights and tax optimization tools, with a subscription model and no AUM fees.

Key features

• Tax-loss harvesting guidance
• Wash sale tracking
• Portfolio rebalancing for tax savings
• Account optimization (Roth vs. Traditional vs. taxable)
• Asset allocation across all accounts
• Retirement planning with goal setting
• Contribution recommendations (Roth vs. Traditional, mega backdoor)
• AI chat for financial questions
• Secure account aggregation via Plaid and Finicity
• Read-only access to accounts
• Apple login for privacy
• Ad-free experience