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Mezzi
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Personal Finance (29)

Mezzi Verified Tool

Mezzi is an SEC-registered AI-enabled wealth-advice platform for consolidating accounts, analyzing allocation, risk, fees, taxes, and retirement scenarios.

Last Update: August 20, 2026

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Starting price Free + from $29/mo

Tool Information

Mezzi is an SEC-registered AI-enabled wealth-advice platform for consolidating accounts, analyzing allocation, risk, fees, taxes, and retirement scenarios.

Investors connect accounts read-only, verify balances and assumptions, compare recommendations with official tax and fund documents, understand conflicts and disclosures, and consult qualified professionals before consequential transactions.

The Free plan costs $0. Core starts at $29 per month, Plus at $49 per month, and White Glove at $149 per month; annual billing lowers the effective monthly price.

Investing involves loss risk and AI or third-party data can be incomplete, delayed, or wrong. Account security, fiduciary disclosures, tax and legal review, diversification, and user-controlled execution remain essential.

F.A.Q (3)

Mezzi is an SEC-registered AI-enabled wealth-advice platform for consolidating accounts, analyzing allocation, risk, fees, taxes, and retirement scenarios.

Investors connect accounts read-only, verify balances and assumptions, compare recommendations with official tax and fund documents, understand conflicts and disclosures, and consult qualified professionals before consequential transactions.

Verified pricing: Free + from $29/mo. The Free plan costs $0. Core starts at $29 per month, Plus at $49 per month, and White Glove at $149 per month; annual billing lowers the effective monthly price.

Pros and Cons

Pros

  • Investment account consolidation
  • Personalized advice features
  • Advanced calculators for tax
  • Fund switching suggestions
  • Portfolio and market updates
  • Data security measures
  • Read-only account access

Cons

  • Only available for iOS
  • No Android support
  • No web version
  • No portfolio simulation feature
  • Limited to investment accounts
  • Reliance on only read-only access
  • No live support

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Overview

Pricing
Subscription

Applicable Tasks

Wealth Management Investment Guidance AI Powered Financial Advisor Capital Gains Tax Management Fee Reduction Passive Income Building

Before you subscribe

  • Check the currency, billing period, automatic renewal, usage limits and seats at checkout — prices and promotions change.
  • App-store pricing can differ from website pricing by country, device and tax.
  • Share only authorised data, and read the provider's encryption, retention and model-training terms first.
  • AI output can be incomplete or wrong. Verify facts, citations, calculations and code before you publish or ship.
  • Commercial usage rights vary by plan, provider terms and jurisdiction.
  • None of these tools replaces a qualified professional for medical, legal or financial decisions.

Disclaimer · How we review tools

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