New user
I have found this app to be extremely useful. Having everything from brokerage accounts, 401ks, to 529s all under one platform makes evaluating your personal finances a breeze. User interface is clean and organized. Response time from management is very prompt. Couldn’t say enough good things about this app/platform!Newly minted millionaire
Developer Response
We're thrilled you're finding Mezzi to be valuable. We have a lot more coming!Great App
My friend Ali introduced me to this app - kudos to him for finding it. I actually have spoke to the founder - he is very invested in the mission and really cares about customer experience. Support is also incredible when I had issues connecting to my brokerage account.
Haven’t explored any of the paid features but they look insightful. Let’s go build wealth together.Aksi82
Great app
I’ve been using this app for a few months now. I have several different accounts and it’s pain to manage my exposure. But when Mezzi I see all my risk and concentration and can make changes to my portfolio. The interface is sleek and easy to navigate. Highly recommend you to download and try it, you won’t be disappointed.Hastyle200912
- Versions+1
- In-App Purchases History2
- Price History
- Description
- FAQ
Version History of Mezzi
1.36.1
September 13, 2024
*New Feature: Performance Comparisons* 1. Set benchmarks for each of your accounts. For example, for your taxable brokerage account you may choose the Nasdaq, while you may choose the Nasdaq for your retirement account. Save one or two benchmarks to track against for each account. 2. Compare performance for any of your accounts to the performance of any stock in your portfolio or outside of your portfolio. 3. Compare performance between accounts. 4. Enhanced UI for picking comparisons.
More1.35.42
September 6, 2024
Bug fixes and enhancements
1.35.33
August 30, 2024
-Faster stock search. -Sector allocation added to Monthly Rewinds -Bug fixes
More1.35.31
August 27, 2024
UI enhancements and bug fixes
1.35.27
August 23, 2024
Enhancements to Exposure X-Ray - uncover hidden risk in your portfolio Face ID now available at initial registration and to existing users Notification badges will now appear on the app icon UI updates
More1.35.25
August 23, 2024
Enhancements to Exposure X-Ray - uncover hidden risk in your portfolio Face ID now available at initial registration and to existing users Notification badges will now appear on the app icon UI updates
More1.35.23
August 16, 2024
*Updates to Exposure X-Ray -Enhanced UI for seeing hidden exposure. Click into the Concentration card and hit "X-Ray" to view the new interface. Users can now also see exposure for stocks they don't currently own. -Resolved data issues for certain ETFs
More1.35.20
August 13, 2024
*New Feature: Exposure X-Ray* With our newest feature, Exposure X-Ray, you can see your true exposure to the largest companies owned by ETFs. Do you own exchange-traded funds (ETFs) in your brokerage, retirement accounts, or robo advisor accounts, like the majority of Mezzi users? Exposure X-Ray is for: 1. A holistic view of your real investment exposure 2. Understanding your true exposure for each stock in your portfolio and each account. 3. Uncovering stocks you didn't realize you own 4. Viewing the top holdings in your ETFs
More1.35.16
August 1, 2024
New Feature: Hidden Exposure Do you own a mix of ETFs and stocks? Your ETFs likely provide hidden exposure to a variety of stocks. With our new feature, navigate to any stock you own and review your hidden concentration.
More1.35.14
July 25, 2024
UI improvements and bug fixes
Mezzi In-App Purchases History
$12.00
Mezzi Premium
Build wealth.
🪨 price unchanged, but purchase info updated on September 19, 2024.
🪨 price unchanged, but purchase info updated on August 15, 2024.
$119.00
Mezzi Premium Annual
Build Wealth Faster
Price History of Mezzi
Description of Mezzi
Mezzi is a new way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's personalized steps to uncover hidden risk, save on capital gains taxes, reduce fund fees, increase passive income, and optimize your portfolio allocation. All without changing any of your investment accounts.
Members have saved thousands of dollars, discovered new investments, reduced portfolio risk, and saved precious time managing investments.
**KEY FEATURES**
ALL OF YOUR FAMILY’S INVESTMENTS IN ONE PLACE
Smart investing requires seeing your investments in one place. Compare performance and allocations across your different accounts and assets. Invite family members to collaborate and make decisions together. Then, start building wealth with Mezzi’s actionable insights:
SAVE ON TAXES (Powered by AI)
Managing your investment taxes is complicated. Short and long-term tax rates, wash rules, ordinary income tax rates, annual limits, and more. Mezzi's advanced calculators and AI-powered suggestions make it simple.
CUT OUT EXPENSIVE FEES (Powered by AI)
Mezzi's AI suggests less expensive funds with similar exposure so you can save thousands in fees and maximize returns
REBALANCE YOUR PORTFOLIO
Mezzi's allocation and concentration insights will help you rebalance your allocations and put your extra cash to work. No more calendar reminders or ad-hoc check-ins to try to keep up with it all.
FREE TO GET STARTED
Mezzi is free to get started. Add your accounts and start getting insights into your top movers, performance against benchmarks, sector allocation, concentration, dividend income, and more. Download Mezzi today to start building wealth faster.
Mezzi currently works with hundreds of US brokerages, trading platforms, and bank accounts.
https://www.mezzi.com/privacy-policy
https://www.mezzi.com/terms-of-use
Show less
Mezzi: FAQ
Is the software for Mezzi compatible with iPads?
No, Mezzi cannot support iPad devices.
Who created the app?
StockTalk, Inc. is the developer of Mezzi.
What is the lowest iOS version that Mezzi can run on?
The minimum required iOS version for the app to work is 12.0 or higher.
How does the app rank among users?
The Mezzi app receives plenty of reviews and currently has a great user rating of 5.
What app category is Mezzi?
Finance Is The App Genre Of The Mezzi App.
What is the newest version of Mezzi?
The latest version of the Mezzi app is 1.36.1.
What is the update date for Mezzi?
The latest Mezzi update came out on September 19, 2024.
When was the app initially released?
Mezzi was first released on July 5, 2024.
What’s the age rating for the Mezzi app?
StockTalk, Inc.: Contains no objectionable material.
What are the languages offered by Mezzi?
The Mezzi app can be used in English.
Can I play Mezzi through Apple Arcade's subscription?
Unfortunately, Mezzi is not on Apple Arcade.
Does Mezzi offer in-app purchases?
Absolutely! In-app purchases are available within Mezzi.
Can I utilize Mezzi with Apple Vision Pro?
No, you cannot utilize Mezzi with Apple Vision Pro.
Does Mezzi incorporate ads within the app?
No, Mezzi does not incorporate ads within the app.
Screenshots of Mezzi
