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Mezzi
ProductivityAI agentsFinance

Mezzi

Mezzi is a modern money management platform that uses AI to help users build wealth without the need for an expensive advisor. It offers features like tax-loss harvesting, real-time AI prompts, consolidated account views, and insights to reduce investment tax and fees. Mezzi...

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Freemium
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ProductivityAI agentsFinance
Last updated
Apr 21, 2026
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Description

Mezzi is a modern money management platform that uses AI to help users build wealth without the need for an expensive advisor. It offers features like tax-loss harvesting, real-time AI prompts, consolidated account views, and insights to reduce investment tax and fees. Mezzi is available for iOS users in the US with investment/brokerage accounts and also has a web app in beta.

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