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!
Developer Response
We're thrilled you're finding Mezzi to be valuable. We have a lot more coming!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.
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.
In addition to the actionable insight and rewinds, this app easily allows me to see and get insights on all of my individual accounts across multiple brokerages and two joint accounts.
Have been using this to get insights across my different accounts. It seems like each brokerage has weird quirks and it’s a pain to open up five different apps trying to figure out what did well for you this week or month. Mezzi has helped solve that.
This is the best personal finance app for managing your stocks and investment accounts. You can see all your accounts combined or separate. The weekly Rewind features is a much better and easier version of what I try to do manually to stay up to date on my portfolio. Keep the updates coming!
This app has been awesome to use to see a consolidated view of my various portfolios. The interface is clean and the syncing has been perfect.
I hav been using Mezzi for several months and love it. I can see all my accounts in consolidated form at the top of a finger and would recommend strongly to take advantage of this technology. Down load and be your boss.
I don’t know much about the tax code and have no interest in figuring it out on my own. The immediate saving opportunities Mezzie highlighted for me was a pleasant surprise.
Newly minted millionaire
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