# Mezzi Wealth — AI portfolio and tax guidance

> AI-powered wealth management for portfolio optimization and tax savings. (iPhone/iPad app by StockTalk, Inc.)

- Source: https://appshunter.io/ios/app/mezzi-wealth/id6449714926 (this page in markdown: same URL + `.md`)
- Developer: [StockTalk, Inc](https://appshunter.io/developer/1531910218)
- Category: Finance
- Price: Free with in-app purchases
- Rating: 4.70/5 from 104 App Store ratings · 28 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 99 MB
- Languages: American English
- Released: 2023-11-30
- Data updated: 2026-08-25
- Monetization: subscription
- User reviews in markdown: https://appshunter.io/ios/app/mezzi-wealth/id6449714926/reviews.md

## What is Mezzi Wealth?

Mezzi is a smarter, AI-powered 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, cut fund fees, increase passive income, and optimize your portfolio allocation—all while keeping every investment account exactly where it is.

Members have saved thousands of dollars, discovered new investments, reduced portfolio risk, and saved precious time managing money.

KEY FEATURES
ALL OF YOUR FAMILY’S INVESTMENTS IN ONE PLACE
Securely link hundreds of U.S. brokerages, trading platforms, and bank accounts — including Fidelity, Vanguard, Charles Schwab, Robinhood, E*TRADE, TD Ameritrade, Chase, Bank of America, and more — to compare performance and allocations across assets. Invite family members to collaborate and make decisions together. Then, start building wealth with Mezzi’s actionable insights:

REAL-TIME PERSONALIZED INSIGHTS
Mezzi proactively surfaces the largest opportunities to grow wealth and optimize your portfolio, with fresh daily updates.

MEZZI AI CHAT
The most powerful way to talk to your portfolio. Ask:

“What are my tax-saving opportunities?”

“How much will my portfolio be worth in 30 years?”

“What were my top-performing stocks this week?”

Free users get one Mezzi AI Chat session per day.

SAVE ON TAXES (Powered by AI)
Managing investment taxes is complicated. Mezzi's advanced calculators and AI-powered suggestions decode wash-sale rules, optimize lot harvesting, and project annual liabilities in seconds.

CUT OUT EXPENSIVE FEES (Powered by AI)
Mezzi’s AI recommends lower-cost ETFs or index funds with the same exposure, helping you save thousands and maximize returns.

REBALANCE YOUR PORTFOLIO
Mezzi's allocation and concentration insights help you rebalance and put idle cash to work. Good-bye calendar reminders — hello automatic wealth building.


*MEZZI MEMBERSHIP*
Add your accounts and instantly see top movers, performance vs. benchmarks, sector exposure, concentration, dividend income, and more. Download Mezzi today and start building wealth faster.

-Real-time AI prompts to build wealth
-Unlimited Mezzi AI Chat
-Discover hidden risk across accounts
-Advanced performance analysis

On average, Mezzi members save $10,000 in advisory fees. 

Choose the plan that's right for you.

Core: "Access Mezzi Core's features for $179 every six months or $299 every year."
Plus: "Unlock Mezzi Plus for $299 every six months or $499 every year."
White Glove (coming soon): "Get the full Mezzi experience with White Glove for $899 every six months or $1,499 every year."


Privacy Policy: https://www.mezzi.com/privacy-policy
Terms of Use: https://www.mezzi.com/terms-of-use

All trademarks are property of their respective owners and do not imply endorsement.

## Key features

- AI-powered portfolio insights
- Tax-saving opportunities
- Fee reduction recommendations
- Consolidated investment accounts
- AI chat for financial questions
- Portfolio rebalancing tools

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Mezzi White Glove Monthly | $149.00 | per month |
| Mezzi Plus Monthly | $49.00 | per month |
| Mezzi Core Monthly | $29.00 | per month |
| Mezzi Core Semi Annual | $179.00 | per 6 months |
| Mezzi Plus Semi-Annual | $299.00 | per 6 months |
| Mezzi White Glove Semi-Annual | $899.00 | per 6 months |
| Mezzi Core Annual | $299.00 | per year |
| Mezzi Plus Annual | $499.00 | per year |
| Mezzi Premium Annual | $199.00 | per year |
| Mezzi Premium Semi Annual | $119.99 | per 6 months |
| Mezzi Premium | $12.00 | per month |


## Chart rankings

- #185 in Top Grossing · Finance (US App Store)

## Recent user reviews (10 of 28)

All indexed reviews: https://appshunter.io/ios/app/mezzi-wealth/id6449714926/reviews.md

### 5/5 — Get Mezzi, you’ll be glad you did

*2026-08-14*

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.

### 5/5 — Best consumer fintech app

*2026-08-07*

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.

### 5/5 — Good data

*2026-07-31*

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.

### 5/5 — Wealth management using AI

*2026-05-24*

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.

**Developer response:** 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.

### 5/5 — Highly recommended !

*2026-04-30*

As a recently retired veteran Mezzi has become a key figure in my retirement planning. It’s like have hundreds of planners corroborate on each individual situation necessary for a successful retirement strategy. I use it each day. The strategic value and personal attention have been top notch. Highly recommended for anyone needing financial guidance.

**Developer response:** Wow, thank you so much for sharing your thoughts and we're happy to hear that it's been valuable for you! Please don't hesitate to reach out if there's anything we can do to improve your Mezzi experience.

### 5/5 — Great App

*2026-04-27*

I’ve been using Mezzi wealth for about 5 months so far. It’s been an amazing resource. As a self directed investor, I really appreciate the insights it provides.  When I have had issues, the support team has been very quick and responsive. The app keeps getting better and better with updates and new features. Keep up the Great work Team Mezzi!!

**Developer response:** We're glad to hear that you are loving Mezzi and we expect to keep on improving each week for you! Don't hesitate to reach out any time if we can help.

### 1/5 — Version 0.01

*2026-03-05*

Rudimentary product, expensive, can’t properly classify assets or properly assess portfolio income. No free trial period, CFO Silvia much better. Don’t waste your time or $ on this

### 1/5 — Not ready for public use

*2026-01-09*

It said I had $5000 losses on Total Stock index. I was unable to find the lot with cost basis it recommended selling, so I asked it follow up questions. Eventually, it admitted that since all of the cost basis prices were the same, then brokerage uses average cost, so there was no tax loss to harvest.

It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.

### 5/5 — Ultimate visibility and AI

*2025-10-15*

This App is for people who want to as much control, visibility and data into their net work. This team is amazing, support is engaging and they listen to their customers. I use mezzi to help my wife and visualize our network in one place. We can easily compare our performance against any index. We track, individual, 401k, crypto, IRA, saving accounts. It’s nice to understand what’s performing well and what isn’t.

### 1/5 — Doesn’t really do anything

*2025-09-24, version 1.50.8*

All this app does is essentially copy and paste your portfolio into ChatGPT. 

It also has a really bad account aggregator. 

It costs $200 which is an absolute joke.

## Frequently asked questions about Mezzi Wealth

### What does Mezzi Wealth do?

Mezzi Wealth is an AI-powered application designed to help users build wealth by providing personalized guidance on portfolio optimization. It offers insights to uncover hidden risks, save on capital-gains taxes, reduce fund fees, increase passive income, and optimize portfolio allocation.

### What are the key features of Mezzi Wealth?

Key features include consolidating all family investments in one place by linking various brokerage and bank accounts, providing real-time personalized insights, an AI chat for financial queries, AI-powered tax saving suggestions, recommendations for cutting expensive fees, and tools for portfolio rebalancing.

### How much does Mezzi Wealth cost?

Mezzi Wealth offers tiered subscription plans. Core access is $179 every six months or $299 annually. Mezzi Plus is $299 every six months or $499 annually. A White Glove plan is also available for $899 every six months or $1,499 annually.

### Is Mezzi Wealth compatible with my investment accounts?

Yes, the app allows you to securely link hundreds of U.S. brokerages, trading platforms, and bank accounts, including major institutions like Fidelity, Vanguard, Charles Schwab, Robinhood, E*TRADE, TD Ameritrade, Chase, and Bank of America.

### Who would benefit from using Mezzi Wealth?

Individuals who want to proactively manage and grow their wealth, save money on investment-related taxes and fees, and gain a clearer understanding of their portfolio's performance and risks would benefit from using Mezzi Wealth. It's particularly useful for those who want access to sophisticated financial guidance without the cost of a traditional wealth advisor.

## Version history (last 5 releases)

### 1.62.0 — 2026-08-23

You can now view aggregate allocation, transactions, and other details by groups: Investments, Banking, Liabilities, and Other Assets.

This release also includes enhancements to Diversification X-ray.

Plus, a variety of bug fixes and enhancements.

### 1.61.7 — 2026-08-14

*** Web and mobile enhancements ***
Accounts are organized into groups: Investments, Banking, Liabilities, and Other Assets. 
Plus, enhancements to navigation, Diversification X-ray, and charting performance.

### 1.61.4 — 2026-08-07

Members on Free can now ask 10 questions a month. Plus, we made a variety of enhancements and bug fixes.

### 1.60.5 — 2026-07-28

***A new Home, built around conversation***

Most Members open Mezzi with a question already in mind or the desire to revisit a prior conversation. On web, we’ve moved conversations with Mezzi front and center. 
Home will continue to be the place to see proactive insights, as well as all of your saved insights. 

***Portfolio is now Net Worth***

-See everything you own and dive into all the details. Every account and asset is a click away
-Net worth history
-Performance tracking and benchmarking
-History and transactions for your brokerage and bank accounts

***New: Diversification***

Mezzi's advice accounts for your true risk with a deep dive into your allocation. On the Net Worth tab, you'll find Diversification X-ray, replacing Allocation and Concentration views. It covers your allocation from multiple angles — from how much of your wealth sits in stocks, bonds, and real estate, through to how much sits in technology versus energy stocks.

 ***Updated Trade History and Top Movers***

Now you can filter and sort all your trades or positions for greater visibility. 

***New: Beyond the Portfolio***

View all the transactions in your checking, savings, and credit card accounts.

### 1.59.5 — 2026-07-17

*** A more detailed Portfolio tab ***
Now, richer detail, including the ability to sort for more information. 
Trade History — a cleaner overview plus a rebuilt detail page, with the ability to sort your positions. 
Top Movers — a fresh overview and a holdings breakdown you can sort by time period and more
Stock Details — a new performance chart on every stock's page
Plus, we brought back the daily change to your initial balance chart.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*