Mezzi Wealth vs Contingency Zero

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.

Contingency Zero: My Emergency Preparedness App If something happened to you today, would your loved ones know how to access your important information? Contingency Zero gives you and your family peace of mind by solving one of life's most overlooked challenges. THE PROBLEM WE SOLVE In today's unpredictable world, unexpected events can strike without warning. When the unthinkable happens, families are often left dealing with emotional trauma while facing the overwhelming task of piecing together financial and legal information. Most people understand the importance of having a plan, yet few take action until it's too late. Traditional estate planning methods are often cumbersome, outdated, and fail to address the digital nature of our modern lives. A SECURE SOLUTION FOR MODERN ESTATE PLANNING Contingency Zero transforms how you prepare for life's uncertainties through a secure estate planning platform built with privacy at its core. Our innovative zero-knowledge system ensures your sensitive information remains private while allowing you to share access with designated trusted contacts. KEY FEATURES + Privacy & Security First Your information is protected with end-to-end encryption, ensuring only you and your designated contacts can access your data. Our zero-knowledge security architecture means that even we cannot see your private information. + Organize Your Life into Binders “Cars”, “Pets”, “Bank accounts” are some of your important assets. If something happened to you, you would like your survivors to know what they are, where they are, and what to do with them. We help you organize them into “Binders”. You can have as many binders as you want. Each binder has a name, a description, and a fixed binder type. For example, you could create two auto binders, one named “My Texas cars” and one named “My Florida cars”. You can even set a different icon to each binder. Binders help you organize your assets in a way that makes sense to you. + Flexible Sharing Options Share your complete estate plan or only selected binders with trusted contacts.  Choose exactly what to share and keep the rest private.  You can also enable automatic sharing so that newly added binders are shared with your trusted contacts without extra steps. + Control Access Permissions Decide how much control your trusted contacts have: Read Only – They can view your shared binders but cannot make changes. Full Access – They can add, edit, and delete binders and binder entries. Your information, your rules — share with confidence. + Detailed Version History Our version control system lets you update your information while maintaining a history of previous versions, ensuring nothing important is ever lost. + Intuitive User Experience The app guides you through the estate planning process step by step, making a complex task manageable through a clean interface. HOW IT WORKS Getting started with Contingency Zero is simple. Download the app and create your estate plan. The guided setup helps you organize information into the four binder categories. Once your information is securely stored, you can designate trusted contacts who will receive access to your estate plan. SUBSCRIPTION MODEL Contingency Zero is free to download and use for personal planning. When you're ready to share your Plan, simply subscribe to our affordable monthly plan. Only the sharing user needs a subscription; your trusted contacts can access the shared information through the free version. PEACE OF MIND IN AN UNCERTAIN WORLD No one likes to think about worst-case scenarios, but being prepared is one of the greatest gifts you can give your loved ones. Contingency Zero provides the security, privacy, and organization needed to ensure your family has access to critical information when they need it most. Download Contingency Zero today and take the first step toward protecting your legacy and providing peace of mind for yourself and those you care about most.