Building wealth should be available to every family.
You deserve advice without conflicts of interest.
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A note from our CEO
When we built Mezzi, we started with a simple belief: high-quality financial advice shouldn’t depend on your net worth or how many assets you’re willing to hand over to an adviser.
Traditional advice can be expensive, fragmented, and limited to the accounts one institution manages. Even financially savvy people lose nights and weekends trying to connect the dots themselves.
Mezzi is our answer. It brings the accounts you choose to connect into one view and provides personalized, fiduciary advice without charging a percentage of your assets. Your accounts stay where they are, and Mezzi helps you understand what matters across your investments, taxes, and retirement.
Wealth is deeply personal. It might mean buying a home, giving your children more options, seeing the world, or retiring on your terms. Whatever it means to you, our goal is to help you make informed decisions and move forward with confidence.
That’s the future of financial advice we’re building—and why I’m excited to welcome you to Mezzi.
Manish Jain, CFA
Co-founder and CEO
Our team
Our team consists of technology, finance, and legal experts with product, design, and operating experience at some of the best and most influential startups and enterprises in the world. We're motivated every day to make it a joy to achieve your financial goals.
Investors
We’re backed by entrepreneurs and leaders in finance and technology who share our belief that every family deserves access to exceptional financial advice.
