WealthFluent vs Mezzi Wealth

WealthFluent is an AI-powered wealth management platform built for people who want to be in control of their own financial future — without paying thousands a year to a traditional advisor. It empowers you with clarity, control, and confidence in managing your financial health, holistic lifetime planning, and portfolio optimization. By seamlessly integrating net worth tracking, dynamic wealth planning, and risk management, it crafts personalized strategies that adapt to your unique goals, life changes, and real-time market conditions—ensuring you’re prepared for whatever comes your way. We’re democratizing sophisticated wealth management, delivering institutional-grade insights directly to independent investors. CONNECT ALL YOUR ACCOUNTS Link your banks, brokerages, retirement accounts, and more in minutes. For the first time, see every asset and every liability — your home, mortgage, investments, and Social Security — in one place. KNOW WHERE YOU REALLY STAND Get your Financial Wellness Score, debt health analysis, and a complete, real-time picture of your net worth. No guessing. No spreadsheets. Just clarity. BUILD YOUR LIFETIME PLAN Map every major milestone — retirement, home purchases, college funding, major life events — and instantly see how each decision shapes your long-term financial trajectory. Your plan updates dynamically as markets and your life change. OPTIMIZE YOUR PORTFOLIO WealthFluent's Portfolio Optimization Engine analyzes your holdings across 56 risk dimensions using forward-looking market data — not just historical averages. Simulate trades before you make them. Rebalance with one click. Align your investments to your actual goals, not someone else's model portfolio. MEET MAGPIE — YOUR AI FINANCIAL COMPANION Magpie isn't a generic chatbot. It's an AI companion trained on WealthFluent's proprietary financial content and connected to your actual data. Ask Magpie anything — portfolio performance, how a job change would affect your plan, what a market shift means for your goals — and get instant, personalized answers. Privacy Policy: https://wealthfluent.com/privacy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ https://wealthfluent.com/terms-of-use/

Mezzi provides elite financial advice for everyone. See your complete financial picture—and get personalized guidance on what to do next. Mezzi combines an AI financial advisor with net worth tracking and investment portfolio analysis across all your accounts. Mezzi goes beyond tracking: it is an SEC-registered investment adviser. Get guidance for investing, tax-aware strategies, and retirement planning without moving your assets or paying fees based on a percentage of your portfolio. START FREE WITH A COMPLETE VIEW Connect unlimited accounts from thousands of U.S. financial institutions. Track your net worth, investment performance, asset allocation, income, and transactions across investments, banking, liabilities, and other assets. Invite a family member, financial advisor, or CPA to collaborate. UNDERSTAND WHAT YOU REALLY OWN Diversification X-Ray looks through the ETFs and mutual funds in your accounts to reveal overlapping holdings, stock and sector concentration, fund fees, and hidden portfolio risk. Compare performance with market benchmarks and see how your investments work together. ASK MEZZI AI Talk to your portfolio in plain English. Ask questions like: • Where are my tax-saving opportunities? • Am I taking more risk than I realize? • When can I retire? • How should I rebalance across my accounts? • Where do my funds overlap? Mezzi’s answers use your connected account data, not a generic example. UPGRADE FOR ONGOING FIDUCIARY GUIDANCE Paid memberships unlock personalized guidance for: • Portfolio rebalancing and asset allocation • Concentration risk and overlapping funds • Investing excess cash and evaluating investments • Tax-loss harvesting and wash-sale monitoring • Tax-aware contribution and withdrawal strategies • Retirement projections, RMDs, and inheritance planning • Multi-year scenarios and proactive AI alerts STAY IN CONTROL Mezzi uses read-only connections and never sees your bank or brokerage credentials. It does not custody your assets, execute trades, or sell your data. You decide whether to act on its guidance. Featured in Bloomberg and Yahoo Finance. Choose the plan that's right for you. ***Advisory Membership: Get answers*** -Unlimited advice for saving on taxes, investing wisely, and planning retirement. -5 active Delegations -Support by video, phone, and email $39/month, or $399/year ***Concierge Membership: Stay ahead*** Everything in Advisory, and: -Unlimited active Delegations -Advanced AI for complex decisions -Quarterly coaching check-ins -Set-up assistance $99/month, or $999/year ***Free Membership: See everything*** -Full net worth view -Connect all assets and liabilities -Collaborate with a family member -Analyze risk with Diversification X-ray -Up to 10 AI insights each month 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. IMPORTANT DISCLOSURES Mezzi is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Advisory services are non-discretionary. Mezzi does not execute trades or custody client assets. Investing involves risk, including possible loss of principal, and results are not guaranteed. Past performance does not guarantee future results. Tax-related features provide tax-aware investing guidance, not tax, legal, or accounting advice. Guidance and projections may rely on third-party, incomplete, estimated, or delayed data. Only designated advisory features provide investment advice; informational AI content does not. Certain advisory and AI features require a paid subscription. Mezzi’s services are intended for U.S. persons using the platform for personal financial purposes. Review Mezzi’s Form ADV, Form CRS, Terms of Use, and Privacy Policy for complete information.