Does Mezzi replace my existing advisor?

You can keep your existing advisor, but why would you pay for both? Mezzi is a registered investment advisor. We handle portfolio analysis, tax optimization strategies, and investment strategy. If you need estate planning documents or insurance products, you'll still need specialists for those.

Do I have to move my accounts to Mezzi?

No. Keep them where they are. Mezzi works with all of your existing accounts so you don't have to move them. Brokerage and bank accounts scattered across different financial institutions? No problem. Mezzi supports thousands of institutions and account types.

Is Mezzi actually regulated?

Yes. Mezzi is an SEC-registered investment advisor. You can review our Form ADV Brochure and Form CRS for complete regulatory disclosures.

Why does Mezzi cost so much less than traditional advisors?

We believe financial advice should be accessible to everyone and without conflicts of interest. Technology has made it easier than ever to access financial advice. The cost of Mezzi should be a fraction of the long-term wealth you build from using the platform.

AI Wealth Management & Fiduciary Advice

Tax savings made simple

Tax optimization can add 1% to 2% to annual returns²

Mezzi identifies and analyzes tax savings opportunities in seconds:

Rebalance your portfolio to save on taxes, while maximizing gains
Account optimization (Roth vs. Traditional vs. taxable)
Tax-loss harvesting guidance all year
Wash sale tracking

Real impact: On a $1M portfolio, that's $10K–$20K more in your pocket each year.

Chat interface showing a user question: 'How can I save on taxes this year?' and a response explaining harvesting $3,400 in unrealized losses to offset $2,434 in realized gains, saving $1,537 in taxes.

Asset allocation and risk management

One portfolio. All your accounts.

Your 401(k), brokerage, Roth IRA—they should work together, not against each other. 

Mezzi gives you allocation advice across every account you own:

No juggling spreadsheets. No guessing if you're diversified.

Retirement planning

Retire with confidence, not anxiety

FIRE at 45? Barista FIRE? Traditional retirement?
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Mezzi builds a plan around your goals—and updates it automatically:

Contribution recommendations (Roth vs. Traditional, mega backdoor)
Course corrections when markets or your life shift
You get institutional-grade planning without the 1% AUM advisor fee.

Chat interface showing retirement plan messages; user asks "When can I retire?" and system responds with retirement age 60 and steps to contribute $1,000/month and maximize tax-advantaged accounts.

Skip the advisor fees

Financial Calculator

How many years until you want to retire?

What is your portfolio's current value?

What is your projected annual contribution?

Estimated Annual Return

Asset Manager Fee

What would you do with an extra million dollars?

You’ve worked hard to create your wealth. You know every percentage point matters.
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You’ve thought about giving all your assets to an advisor because you know you’re missing out on opportunities to build your wealth.
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Saving 1% across ETFs and mutual funds, for example, may mean an extra $186,877 for retirement or for your kids. Saving $10,221 on your capital gains taxes means you can reinvest it and turn it into $76,123 over 30 years.
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Most advisors follow standard portfolio theory to manage your investments. Many even outsource the investment management to third parties. The best will leverage the same insights you’ll find in Mezzi.
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With our platform, you see the insights yourself the moment you sign up and then when you actually need them, all without having to hand over all your assets to a stranger.
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Saving 1%-plus on an advisor means saving over $1M over 30 years.*
Learn more about the roles of advisors and the different types here.

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Your data is secure

You’re putting your trust into every financial service you work with. Whether you’re working with a financial advisor, a large bank, or Mezzi. Your privacy and data security needs come first. Mezzi uses best in class data standards.

Industry leading aggregators

We use industry leading providers, like Plaid and Finicity (Mastercard) to connect with your accounts. Every major brokerage and financial institution from Schwab to Chase is working with them to ensure you have access to your data in a secure and private manner.
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Mezzi never sees your brokerage and bank login details. Access to your accounts is limited to read-only.

Apple login

Apple is a leader in privacy and Apple login anonymizes your email.

Ad free experience

We aren’t here to sell your data to a third party, today or ever. Our paid plan allows us to build the best product for you, while keeping all of our data private.

Learn more