As heard on Bloomberg
Circular radar screen with concentric rings and dots, displaying a purple and orange sweeping signal on a dark gradient background.Radar screen with concentric circles and blips on a dark purple background, showing a scanning arc in shades of purple and orange.

A portfolio tracker should do more than show you what you own.

Mezzi helps you find hidden risk, tax savings opportunities, fund overlap, and more.
Kubera customer?
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optimize across every account

See the full picture and find hidden risk

Exposure X-Ray uncovers overlapping holdings across your funds and accounts so you can avoid concentration risk and build a stronger portfolio.

Kubera shows you what funds you hold. Mezzi shows you what's actually inside them.

Diagram showing tax savings of $219,840 (8.11%) linked to four brokerage and play accounts with balances and gains/losses.Financial flowchart showing brokerage accounts and plays with values and returns, connecting to a green box labeled Tax Savings with $219,840 and 8.11%.

Tell you exactly what to do

Manage your wealth. Not just track your net worth.

Kubera helps you track your net worth.

With Mezzi you can track your net worth and also get AI financial advice, tax optimization, our exposure x-ray feature and more.

Find opportunities before they disappear

Tax savings have expiration dates

When the market drops, you have a window to harvest losses and offset future gains. But markets recover—often within days or weeks. By the time you notice, the opportunity is gone.
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Tax Optimization monitors your portfolio daily and alerts you when a window opens.

Three dark purple panels displaying financial data: available tax savings $1,601, taxable realized returns $3,456 with a green progress bar, and unrealized losses available -$1,806 with a red progress bar.Financial summary boxes showing available tax savings of $1,601, taxable realized returns of $3,456 with a green progress bar, and unrealized losses available of -$1,806 with a pink progress bar.

3 steps to switch over to Mezzi from Kubera

1

Book your onboarding call (5 minutes)

Talk with our founder to make sure Mezzi is right for you. We'll walk through your situation and show you what Tax Optimization can find in your portfolio.

2

Connect your accounts (2 minutes)

Link your accounts through Plaid.

3

See what’s available

Ask our AI about your accounts. Look at tax optimization to see what savings potential is available, explore x-ray, insights, and more.

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✓ Bank-level security

✓ SEC-registered investment advisor

 ✓ Read-only access

Frequently asked questions

Is Mezzi a good alternative to Kubera

Yes — if you want more than tracking. Kubera is excellent at consolidating accounts and tracking net worth. Mezzi does that too, but goes further: tax-loss harvesting alerts, fund overlap analysis, AI-driven recommendations, and clear next steps for your portfolio.

Which accounts can I connect?

Brokerage, retirement (401(k), IRA, Roth), taxable, joint, and most major US financial institutions through Plaid — the same connections Kubera uses.

For Kubera Customers

50% off your first year

Show us you've dropped Kubera and we'll discount your first year of Mezzi by half.

Start membership
Ask ChatGPT about Mezzi