Elite financial
advice belongs to everyone.
Mezzi's magic is connecting world-class financial expertise to a deep understanding of you, your goals, and your investments. Always improving, always available, and SEC-registered. So you always feel confident that you're taking clear steps onward and upward.
How Mezzi creates wealth
Retirement
Mezzi offers personalized insights and strategies based on your desired retirement goals and outcomes.
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Access Retirement Funds Early Without Penalty
401(k) Fee Analyzer — Spot Costly Funds
Chat with your ever-expanding elite wealth team, whenever and wherever.
How Mezzi compares
To a traditional advisor
Traditional advisors spend only 2.9 hours per year on average on your investments. Many limit their advice to assets you’ve transferred to them. Mezzi eliminates these artificial boundaries.1
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To the advice of an AI chatbot
General AI tools like Claude are not qualified financial advisors. They lack the necessary real-time data, integrations, and financial advice logic. When it comes to your wealth, “hallucinations” are not an option.
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To a budgeting app or spreadsheet
Budgeting apps track your spending. Mezzi is focused on the most impactful ways to grow your wealth across all of your accounts. Ongoing insights and monitoring mean you can say goodbye to that spreadsheet tracker.
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“Mezzi gives me answers and ideas when I need them, no matter what time of day or how big or small the question.”
What do traditional advisor fees potentially cost?
This is a hypothetical illustration based on the assumptions shown — a 7% average annual return, a 1% annual asset-based advisory fee, a $399 annual Mezzi subscription fee, and the years, portfolio value and annual contribution you enter above — and is not a guarantee or prediction of actual results. Actual returns, fees, taxes, contributions, account values, and market conditions will vary. Investing involves risk, including possible loss of principal.
The illustration applies the 1% asset-based advisory fee by reducing the traditional advisor’s assumed annual return from 7% to 6%, and subtracts the $399 Mezzi subscription fee at the end of each year. It does not reflect the potential value, cost, or performance impact of any advisory services. Clients may also pay fund expenses, brokerage costs, custodial fees, taxes, and other expenses.
To Mezzi, you are the only client.
You'll never be prioritized based on net worth. There's no scheduling or wait times. You'll never hear "I have a hard stop" or "remind me about that again." With Mezzi, it's all, and only, about you.
