Mezzi

About

Mezzi is a modern investment management solution built for people who want to grow wealth without relying on outdated advisory models. It brings together all your brokerage accounts, from Fidelity to Robinhood, into one seamless platform. AI-driven insights help investors avoid costly wash sales, reduce tax burdens, and uncover hidden fees. Users benefit from automated portfolio analysis that ensures better balance across accounts. By skipping the 1% annual advisor fee, investors can save over $1 million in potential lifetime costs. Every percentage point saved translates into significant gains for retirement planning. Setup takes minutes, while the results compound for decades.