Fire Your Advisor—Keep Your Returns.
| Founded year: | 2003 |
| Country: | United States of America |
| Funding rounds: | Not set |
| Total funding amount: | Not set |
Description
Mezzi is the future of DIY wealth-building, powered by real-time AI insights. It merges your investments into one view, delivering clarity and optimization tips. Users save thousands through smart tax planning and fee reductions. Advisors take a large cut—Mezzi helps you keep what you earn. Features like wash sale alerts and tax-loss harvesting reminders are built-in. Integrations with providers like Plaid ensure top-tier security. In just five minutes, you can begin a smarter investment journey.
LinkedIn: https://x.com/MezziApp
