Fantastic Product
I’ve used Mezzi for several months now after meeting Manish, the CEO, for lunch in San Francisco. It is a fantastic AI wealth manager that has enabled me to interact in ways that I’ve never been able to with other online wealth management products in the past. It was also a revelation to see exactly how much in specific stock exposure I had through its investment analyzer tool of my index funds. I highly recommend you give Mezzi a try!
As disclosure, I decided to invest in Mezzi and partner with Mezzi as an affiliate on Financial Samurai. I only invest and partner with companies I use and believe in.
As disclosure, I decided to invest in Mezzi and partner with Mezzi as an affiliate on Financial Samurai. I only invest and partner with companies I use and believe in.
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Get Mezzi, you’ll be glad you did
Awesome app. I’ve tried a few and Mezzi is the best. Very inexpensive for an impressive amount of functionality. Just a tip or two from Mezzi AI more the covers the subscription cost. Useful if you already have an advisor and unbeatable if you manage your own finances.
It’s so easy to have multiple accounts-brokerage, 401k, HSA, Roth and if you have a spouse or partner even more. Mezzi lets you see everything under one roof in a simple and clean layout and guides you how to best manage your money for today and the future in terms of growth, income, your risk tolerance, and tax management.
If you own ETFs, the x-ray feature is so informative in letting you know what you actually own and how much overlap is in your various accounts. And all your accounts - they’re still yours. No need to open a new account with a new advisor. Mezzi puts them all together right on your phone or computer.
Bonus-they are SEC registered. Bonus 2-Notifications: create reminders, bill due dates and calendar events. Bonus 3-Mezzi AI uses Gemini and ChatGPT but your questions are asked through Mezzi, so Google and ChatGPT can’t form a profile on you, and the answers are geared toward you and your portfolio.
It’s so easy to have multiple accounts-brokerage, 401k, HSA, Roth and if you have a spouse or partner even more. Mezzi lets you see everything under one roof in a simple and clean layout and guides you how to best manage your money for today and the future in terms of growth, income, your risk tolerance, and tax management.
If you own ETFs, the x-ray feature is so informative in letting you know what you actually own and how much overlap is in your various accounts. And all your accounts - they’re still yours. No need to open a new account with a new advisor. Mezzi puts them all together right on your phone or computer.
Bonus-they are SEC registered. Bonus 2-Notifications: create reminders, bill due dates and calendar events. Bonus 3-Mezzi AI uses Gemini and ChatGPT but your questions are asked through Mezzi, so Google and ChatGPT can’t form a profile on you, and the answers are geared toward you and your portfolio.
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Response from developer
Thank you so much for sharing your experience with Mezzi. We're thrilled you are finding the platform to be valuable. Don't hesitate to reach out with any questions or feedback.
Best consumer fintech app
This is hands-down the best consumer fintech app for managing your investments.
A lot of apps start and end with providing a high-level view of your accounts. Mezzi consolidates and analyzes all the data WITHIN your accounts, providing better insights than anything else out there.
Its AI chat is awesome and fun and allows you to do pretty much any custom research, suggestions, and analysis you want.
A lot of apps start and end with providing a high-level view of your accounts. Mezzi consolidates and analyzes all the data WITHIN your accounts, providing better insights than anything else out there.
Its AI chat is awesome and fun and allows you to do pretty much any custom research, suggestions, and analysis you want.
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Response from developer
Thank you so much for sharing your experience with Mezzi. Chat is very powerful and getting more and more each week. Don't hesitate to reach out with any questions or feedback.
Good data
Mezzi has provided me with the fastest, most up to date data from all of our accounts. I really enjoy using this. It saved us a lot of money in fees by showing us that one of our “no fee” funds actually did have fees.
Response from developer
It's great to hear that Mezzi has helped save on fees! Thanks so much for sharing your experience.
Wealth management using AI
I’ve been using Mezzi for the last many months. I love how it integrates all my accounts and their investments in one place and gives me details of even hidden exposures that I was not aware of. The developer is adding features at a very fast rate and the app is getting better with each update. I have used many of the app’s suggestions to improve my stock allocations. Customer Service is top notch as well.
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Response from developer
We're thrilled to hear Mezzi is helping you manage your allocations. We look forward to continuing to serve you and improving our service each week.
