Mezzi

Mezzi is a useful service for anyone who wants to get a better handle on their investments and pay less in the process. By consolidating all your accounts and using AI-powered recommendations, Mezzi helps you optimize your portfolio, cut fees and make tax-smart decisions.

With Mezzi, you can:

• Consolidate all investment accounts: See and compare the performance of multiple accounts in one place so you have a clear view of your investments.
• Optimize portfolio allocations: Mezzi offers personalized recommendations to rebalance and make the most of your cash, so your portfolio stays on track with your goals.
• Save on taxes: Advanced calculators and AI-powered recommendations help you minimize capital gains taxes and take advantage of available deductions.
• Reduce fund fees: Mezzi finds cheaper options to cut the expense of fund management.
• Analyze market and portfolio performance: See what's going on in the market and get alerts about your portfolio.

Mezzi promises to protect your privacy and security, with data that's yours alone and never sold to third parties. You can use features like tax-loss harvesting, which can cut your capital gains tax bill by finding the best time to sell securities across multiple accounts. The service also offers repurchase notifications and AI-powered replacement recommendations to keep you invested in the sector you want without triggering IRS wash sale rules.

Mezzi offers two pricing tiers:

• Free: Consolidated account views, insights, collaboration abilities and basic performance comparisons.
• Autonomous Wealth ($9.99/month): Adds tax savings, ETF and mutual fund fee savings, AI-powered buy and sell recommendations and more advanced performance insights.

By providing a simple interface for managing investments, Mezzi hopes to make wealth creation more accessible and efficient for everyone.

Published on June 14, 2024