New in Mezzi: Smarter AI for all your wealth

To generate wealth, you need all your personal puzzle pieces: assets, liabilities, trades, financial goals, and more.

Now you can generate AI insights across all of your wealth with our latest release.
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🧩 Add all the pieces

Start with assets

Add your personal home, second home, startup equity, rental properties, vehicles, collectibles, and more.

Get started on the Profile page. From there, select Add or edit accounts.

Then, add liabilities

Add your credit cards, mortgages, auto loans, student loans, and more. We capture rich detail like:

• the term on the loan
• monthly payment
• APR and more

Plus, add personal notes to factor into your AI guidance, such as:

"I want to pay this loan off ASAP." or "I am in no rush to pay off my low rate mortgage."

🏠 Updated interface: Wealth under one roof

At Mezzi, we call the total of all your assets and liabilities your Wealth, also commonly known as your net worth. You’ll see this figure on Mezzi’s Home tab.

When you tap into your Wealth, you’ll see a breakdown of your:

1. Total Portfolio & cash:  stocks, bonds, checking, and savings accounts‍
2. Other assets:  real estate, vehicles, and other non-traded assets‍
3. Liabilities:  mortgages, auto loans, student loans, and more

AI updates: Unlock more answers

With pertinent details of all your assets and liabilities, Mezzi's AI can help answer questions like:

1. Should I pay off my student loans or invest my cash?
2. Should I increase investments in real estate or stocks?
3. Is it better to pay off my mortgage or auto loan?

Plus, small but mighty update: AI Chat now scrolls downward for easier reading and follow-ups.

We have several other major updates to the AI experience coming soon.

Linking your financial institutions

Faster additions of financial accounts

We’ve upgraded account search and routing to the best available broker or bank. Most institutions now have a backup path — if something fails, just tap Try alternative.

For example, if Schwab fails with Plaid, you can also connect with SnapTrade.

Faster search

Link with alternative

SnapTrade partnership

Alongside Plaid and Finicity, SnapTrade helps us reach more institutions with bank-level security and richer investment detail (including dividends and options). Expect more depth here in the near future.

Coming (very) soon 

• Major AI conversation + insights upgrades
• Expanded options support
• Live connections for more liability accounts
• Additional crypto tracking (including wallets/addresses)
• Increased personalization