Mezzi Description

Mezzi is an innovative way to build wealth, and gain insights that are usually reserved for expensive wealth advisors. Mezzi allows you to keep all your investment accounts, while using its personalized steps to reduce fees, increase passive income and optimize your portfolio. Smart investing means having all your investments in one location. Compare performance and allocations between your different accounts, and start optimizing. Mezzi's tips will help you rebalance and invest your extra cash. Managing investment taxes can be complicated. Mezzi's AI-powered suggestions and advanced calculators make it easy to save money on taxes. Mezzi's AI will suggest cheaper funds with similar exposure, so you can save thousands of dollars in fees. Your privacy and security of your data is paramount to us at Mezzi. You can be sure that your data will remain yours. We will never sell your data to third parties.

Pricing

Pricing Starts At:
$9.99 per month
Free Version:
Yes

Integrations

No Integrations at this time

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Company Details

Company:
Mezzi
Website:
www.mezzi.com

Media

Mezzi Screenshot 1
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Product Details

Platforms
SaaS
iPhone
Type of Training
Documentation
Customer Support
Online

Mezzi Features and Options

Mezzi Lists