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Mezzi
Finance

Mezzi

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Mezzi is a cutting-edge AI-powered platform designed to help you optimize wealth-building strategies without the need for traditional financial advisors. By consolidating accounts and providing actionable insights, Mezzi empowers you to make smarter financial decisions while saving time and money.

Key Features:

  • Real-time AI-driven financial prompts for wealth-building strategies.
  • Consolidated view of all your investment accounts in one place.
  • Insights to reduce investment tax liabilities and avoid wash sales.
  • Simplifies cross-platform investment management across equities and ETFs.
  • Data security with industry-leading aggregators like Plaid and Finicity.
  • Privacy-first approach with ad-free experiences and Apple login integration.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.

Best for:

  • Individuals looking to save on advisor fees and build wealth independently.
  • Investors managing multiple accounts across platforms.
  • Professionals seeking tax-saving strategies for their portfolios.
  • Retirees wanting to maximize returns over long-term investments.
  • DIY investors looking for AI-powered trade evaluations.
  • Anyone who values secure, private, and actionable financial insights.

Mezzi ensures your wealth works smarter, helping you achieve your financial goals with ease and confidence.

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