Description
Mezzi is a wealth building and investment management tool that offers personalized advice to optimize investment portfolios, save on taxes, and reduce fund fees. It provides a comprehensive view of performance and allocations across different accounts, along with AI-powered suggestions and market updates. Mezzi prioritizes user data security and promises not to sell data to third parties.
What is this for?
Mezzi is a wealth building and investment management tool that provides users with insights typically reserved for clients of expensive wealth advisors.
Who is this for?
Mezzi is designed for individuals looking to optimize their investment portfolios, save on taxes, reduce fund fees, and increase passive income.
Best Features
- Personalized advice to save on capital gains taxes
- AI-powered suggestions to reduce fund fees
- Comprehensive view of performance and allocations across different accounts
Pricing
Paid plan
$9.99
Features
- Access to advanced calculators
- AI-powered suggestions
- Market and portfolio updates