8FIGURES vs Mezzi Wealth

Free portfolio & net worth tracker for serious investors, plus your personal AI investment team. 8FIGURES links your brokerages, banks, crypto, and private investments into one live picture of everything you own and owe. Prices, dividends, and coupons update automatically, and you see the real return on every position. No ads, no sales calls, no selling your data — we make money one way: optional advice from your AI investment team, for a flat subscription, never a percentage of your assets. 8FIGURES Inc. is an SEC-registered investment adviser. TRACK EVERYTHING YOU OWN • Stocks and ETFs with dividends • Crypto from exchanges and wallets • Bonds with coupons and YTM, maturity, duration • Real estate with linked mortgage • Equity compensation — RSUs, options, and ESPPs • Angel investments in startups — SAFEs and equity • LP stakes in private venture and PE funds ACCOUNT CONNECTIONS THAT WORK • Link nearly any US bank or broker — securely, in read-only mode • We also support many EU and UK banks • Link major crypto exchanges and wallets • Add any asset manually — any listed ticker supported NUMBERS YOU CAN ACTUALLY TRUST • Measure performance with IRR (Internal Rate of Return) — the metric professionals use and most brokers don't show • Slice and dice your allocation across asset classes, industries, and countries • Analyze returns with TWR (Time-Weighted Return) and MWR (Money-Weighted Return), so deposits and withdrawals don't distort your numbers • Multi-currency support for global investments ADD YOUR DEBTS TO SEE YOUR NET WORTH • Link your mortgage to your home to see your home equity • Add loans, credit cards, and tax liabilities • Track your net worth to reach your financial goals AN INVESTMENT TEAM IN YOUR POCKET Five specialized AI agents, led by an AI Investment Advisor that sees your full portfolio: • Portfolio Manager — builds and rebalances your allocation • Research Analyst — digs into every holding you own • Risk Officer — flags hidden concentration and challenges risky moves • Tax Advisor — optimizes for after-tax returns • Financial Planner — tracks progress to your goals The team monitors your portfolio 24/7 and shares news, alerts, and insights. Ask anything and get a straight answer grounded in your real numbers — what to buy, hold, or sell, and why. SECURITY FIRST • Bank-grade AES-256 encryption • Read-only access: 8FIGURES can't place trades or move your money • Secure account connections via Plaid and other trusted providers • Your data stays private — even our team can't access it without your approval • Export or delete your data whenever you choose TRUSTED BY INVESTORS Over 10,000 investors track $100M+ in linked assets with 8FIGURES. Featured by Forbes, Investopedia, Kiplinger, Yahoo Finance, and U.S. News. DISCLAIMER 8FIGURES Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. For additional information about our advisory services, please view our Form ADV Part 2A and Form CRS on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. 8FIGURES provides investment guidance using software-based models and algorithms. Information in the app may be general in nature and is not legal or tax advice. Investing involves risk, and you are responsible for your decisions. 8FIGURES Inc. is acting as an agent of TrueLayer, who is providing the regulated Account Information Service, and is authorized and regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 and the Electronic Money Regulations 2011 (Firm Reference Number: 901096). 8FIGURES® is a registered trademark with the U.S. Patent & Trademark Office (Registration No. 7727610). Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula

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.