Update

New in Mezzi: Web

By popular request and after testing with a small group of members, we're thrilled to announce an expanded beta launch of Mezzi for web for desktop and tablet!

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πŸ’» Why we love Mezzi for web

1. AI Chat: Easily type detailed questions and review answers with a full keyboard and large screen.‍

2. Data side by side: Track all your accounts, positions, and performance alongside your AI chats. ‍

3. Seamless experience: The same intuitive interface you're familiar with on mobile.‍

4. Everything in sync: All your data and AI chats will be accessible on both platforms

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Build Wealth Smarter with Mezzi

Get real-time AI insights to optimize your investments, save on taxes, and manage your portfolioβ€”all in one secure platform.

πŸ’‘Β All the great Mezzi features now on web

  • Make smarter decisions with AI: Get personalized insights and answers about your specific portfolio from Mezzi AI.‍
  • Save on taxes and fees: The average Mezzi member can save over $1,000 annually.‍
  • Everything in one place: Connect all your investment accounts across different brokerages and banks.‍
  • Track performance with precision: Understand how your investments are truly performing with time-weighted returns.‍
  • Discover hidden risks and opportunities: Uncover concentration risks and see hidden stock exposure with Exposure X-Ray.‍
  • Collaborate with your partner: Invite your spouse or partner to see your combined wealth picture.‍
  • Access powerful account tags: Organize your accounts based on tax status and account owner.

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πŸš€ Get started with web

1. Visit app.mezzi.com on any computer

2. Sign in with your existing Mezzi account

3. Enjoy the full Mezzi experience with all your connected accounts

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Check out recent Mezzi updates:

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