Compare

The honest version of how we stack up

Most people arrive at Mezzi already using something — an advisor, a chatbot, a budgeting app. Here's a straight comparison against each, including the things they do better.

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If you work with an advisor

Expertise you can reach without an appointment

Typical Advisory Fee
1% of assets
Charged each year, on average — whether the year went well or not.*
You are the only client
Available at a moment's notice
You are always in control
Flat, transparent pricing
Holistic focus — the full picture matters
Many traditional advisors
Require appointments, meet sporadically
Spend only three hours per year managing assets
Remove you from decisions
Charge 1% of assets each year, on average
Only advise on assets in their purview
If you ask a general AI chatbot

It knows finance. It doesn't know yours.

Deep, holistic understanding of your finances
Not motivated by commission
Available at a moment's notice
You are the only client
General AI chatbots
No view of your real accounts or holdings
Generic answers, not personalized to you
Not a fiduciary or SEC-registered adviser
Can hallucinate or give outdated guidance
Accounts connected
None
No view of your real accounts or holdings, so every answer is written for someone in general.
If you use a budgeting app

Budgeting is where they stop. It's where we start.

What they're built for
Spending
Tracking where money went, rather than strategy for where it goes next.
Deep, holistic understanding of your finances
Not motivated by commission
Available at a moment's notice
You are the only client
Budgeting apps
Built for budgeting, not wealth strategy
Track spending, but don't advise on investments
No holistic, tax-aware guidance
Limited view of your long-term goals
“I love the AI insights and the simplicity of the UX. There is just enough info and I loved chatting with the AI to make important changes to my portfolio. I haven't found another wealth app like Mezzi.”
Tim  |  CEO of Somnee

Mezzi does not receive commissions from securities or investment product sales. Mezzi is compensated through subscription fees, which create conflicts described in our Form ADV and Form CRS.

Account aggregation is limited to supported institutions, successful data connections, and information you provide. Mezzi may not capture all assets, liabilities, changes, risks, or opportunities.

To Mezzi, you are the only client.

You'll never be prioritized based on net worth. There's no scheduling or wait times. You'll never hear "I have a hard stop" or "remind me about that again." With Mezzi, it's all, and only, about you.

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