Mezzi

Mezzi is a smart money platform that redefines how you manage investments. It syncs with your brokerage accounts to provide a full picture of your financial portfolio. With real-time AI insights, it pinpoints areas to reduce taxes, eliminate fees, and improve asset allocation. Traditional advisors cost more than they deliver—Mezzi proves you don’t need one to succeed. It highlights missed tax-loss harvesting opportunities and helps you avoid costly wash sales. The platform uses bank-grade security and connects through Plaid and Finicity. Setup is fast, intuitive, and takes just minutes.