Mezzi

Mezzi is an SEC-registered AI wealth advisor that connects all your accounts and gives personalized advice on taxes, retirement and asset allocation. It is aimed at individual investors who want fiduciary-style guidance without a traditional advisor's fees.

After linking assets and liabilities, you can chat with Mezzi about questions like portfolio risk, retirement timing or the cost of a big expense. It flags opportunities such as tax-loss harvesting and Roth conversions and analyzes fund fees in a 401(k).

The free tier gives a full view of your finances, an X-ray of portfolio risk and expense tracking with limited AI insights. Paid tiers unlock unlimited advice and let you delegate monitoring and research to AI agents, with support by video, phone and email.