With this finance app, you can link multiple investment accounts to view performance and receive personalized insights for optimizing your portfolio. Includes real-time analytics, AI-driven tax and fee savings suggestions, and portfolio rebalancing tools.
AppRecs review analysis
AppRecs rating 4.3. Trustworthiness 83 out of 100. Review manipulation risk 24 out of 100. Based on a review sample analyzed.
★★★★☆
4.3
AppRecs Rating
Ratings breakdown
5 star
90%
4 star
2%
3 star
1%
2 star
1%
1 star
5%
What to know
✓
Low review manipulation risk
24% review manipulation risk
✓
Credible reviews
83% trustworthiness score from analyzed reviews
⚠
Pricing complaints
Many low ratings mention paywalls or pricing
About Mezzi Wealth
Members have saved thousands of dollars, discovered new investments, reduced portfolio risk, and saved precious time managing money.
KEY FEATURES
ALL OF YOUR FAMILY’S INVESTMENTS IN ONE PLACE
Securely link hundreds of U.S. brokerages, trading platforms, and bank accounts — including Fidelity, Vanguard, Charles Schwab, Robinhood, E*TRADE, TD Ameritrade, Chase, Bank of America, and more — to compare performance and allocations across assets. Invite family members to collaborate and make decisions together. Then, start building wealth with Mezzi’s actionable insights:
REAL-TIME PERSONALIZED INSIGHTS
Mezzi proactively surfaces the largest opportunities to grow wealth and optimize your portfolio, with fresh daily updates.
MEZZI AI CHAT
The most powerful way to talk to your portfolio. Ask:
“What are my tax-saving opportunities?”
“How much will my portfolio be worth in 30 years?”
“What were my top-performing stocks this week?”
Free users get one Mezzi AI Chat session per day.
SAVE ON TAXES (Powered by AI)
Managing investment taxes is complicated. Mezzi's advanced calculators and AI-powered suggestions decode wash-sale rules, optimize lot harvesting, and project annual liabilities in seconds.
CUT OUT EXPENSIVE FEES (Powered by AI)
Mezzi’s AI recommends lower-cost ETFs or index funds with the same exposure, helping you save thousands and maximize returns.
REBALANCE YOUR PORTFOLIO
Mezzi's allocation and concentration insights help you rebalance and put idle cash to work. Good-bye calendar reminders — hello automatic wealth building.
*MEZZI MEMBERSHIP*
Add your accounts and instantly see top movers, performance vs. benchmarks, sector exposure, concentration, dividend income, and more. Download Mezzi today and start building wealth faster.
-Real-time AI prompts to build wealth
-Unlimited Mezzi AI Chat
-Discover hidden risk across accounts
-Advanced performance analysis
On average, Mezzi members save $10,000 in advisory fees.
Choose the plan that's right for you.
Core: "Access Mezzi Core's features for $179 every six months or $299 every year."
Plus: "Unlock Mezzi Plus for $299 every six months or $499 every year."
White Glove (coming soon): "Get the full Mezzi experience with White Glove for $899 every six months or $1,499 every year."
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.
Mezzi Wealth Screenshots
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Reviews for Mezzi Wealth
NoNickname6728
Not ready for public use
It said I had $5000 losses on Total Stock index. I was unable to find the lot with cost basis it recommended selling, so I asked it follow up questions. Eventually, it admitted that since all of the cost basis prices were the same, then brokerage uses average cost, so there was no tax loss to harvest. It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.
Happyfsa
Ultimate visibility and AI
This App is for people who want to as much control, visibility and data into their net work. This team is amazing, support is engaging and they listen to their customers. I use mezzi to help my wife and visualize our network in one place. We can easily compare our performance against any index. We track, individual, 401k, crypto, IRA, saving accounts. It’s nice to understand what’s performing well and what isn’t.
