FieldDetails
NameMezzi
OverviewMezzi is an AI-powered financial advisor that aims to simplify and optimize your financial life. It provides a centralized platform to connect all your accounts, offering a comprehensive view of your finances. Mezzi uses AI to analyze your data and provide personalized insights, helping you identify opportunities to save money on taxes, avoid investment pitfalls like wash sales, and make informed decisions to build wealth. The platform emphasizes data security and privacy, ensuring your financial information is protected.
Main features
  • AI-powered financial advisor
  • Consolidated view of all your accounts
  • Personalized insights and recommendations
  • Tax optimization strategies
  • Wash sale avoidance tools
Benefits
  • Save time and money
  • Reduce taxes and fees
  • Improve investment decisions
  • Enhanced financial security
  • Gain a clearer understanding of your finances
Role of use
  • Personal financial management
  • Investment optimization
  • Tax planning
  • Retirement planning
Target audienceIndividuals and families seeking to improve their financial well-being.
PricingMezzi operates on a Freemium model with a free version offering limited features. Users can upgrade to the Autonomous Wealth Plan for $9.99/month. Pricing may vary, so it’s recommended to check the website for the latest details.
TagsAI, FinancialAdvisor, Fintech ,PersonalFinance, WealthManagement, Investment
App available?No, you can only use Mezzi on the website platform.

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