🧠 Pick up where you left off
No more starting your AI conversations from scratch. Browse past Mezzi AI chats and continue any prior conversation topic.
Whether you were exploring diversification ideas, tax saving opportunities, or retirement planning, now it's easy to pick up where you left off.
⚙️ Advanced models
We’ve expanded model access to include GPT-5 at multiple reasoning levels and OpenAI’s o3.
Keep in mind that these higher-reasoning models can take longer to respond.
By default, Mezzi uses GPT-4.1, which we believe offers the fastest, most balanced experience for most queries.
🏠 Liability tracking
You can now link liabilities alongside assets. Connect mortgages, auto loans, student loans, and more — for a complete picture of your net worth.
🔗 Improved ways to connect accounts
We’ve expanded OAuth support for several major institutions through Plaid, with more on the way.
If you’ve run into connectivity issues, try reconnecting via Plaid with any of the following:
- American Express
- Bank of America
- Bank of America Private Bank
- Capital One
- Charles Schwab
- Chase
- Citibank
- Merrill Lynch - Benefits
- Merrill
- Navy Federal Credit Union
- U.S. Bank
Coming (very) soon
- Increased personalization
- Enhanced asset allocation insights
- Custom notifications
- Expanded options support
- Additional crypto tracking (including wallets/addresses)
Table of Contents
Book Free Consultation
Walk through Mezzi with our team, review your current situation, and ask any questions you may have.