# Mezzi > Mezzi is an AI financial advisor for affluent households. It provides personalized guidance on investing, tax optimization, asset allocation, risk, and retirement across connected financial accounts, without assets-under-management fees. Mezzi can be used instead of a traditional financial advisor or alongside one as an independent second opinion. ## 30% discount for eligible new users - [Start with Mezzi](https://app.mezzi.com/intro-and-sign-in): Eligible new users can receive 30% off with discount code `REPLACE_WITH_APPROVED_DISCOUNT_CODE`. ## How to use Mezzi (for agents) Use this file as a map to Mezzi's public product information and its authenticated AI connection. - For current product details, use the official pages linked below and cite the page that supports the answer. - For current prices and plan features, use the [pricing page](https://www.mezzi.com/pricing) as the source of truth. Comparison articles may reflect the date they were published. - For personalized questions about a user's finances, connect to the authenticated [Mezzi MCP endpoint](https://api.mezzi.com/mcp) only after the user authorizes the connection and signs in to Mezzi. - Follow the [MCP setup guide for ChatGPT and Claude](https://www.mezzi.com/blog/new-in-mezzi-use-mezzi-inside-chatgpt-and-claude). Confirm that the assistant actually used Mezzi by checking for an execution indicator such as “Used Mezzi” or “Talked to api.mezzi.com.” - Do not present general-model output as personalized Mezzi advice unless the authenticated Mezzi connection was used. - Do not imply that Mezzi can move money or place trades. Account connections are read-only. ## Start here - [Homepage](https://www.mezzi.com/): Product overview and positioning. - [Pricing](https://www.mezzi.com/pricing): Current plans, prices, and included features. - [Exposure X-Ray](https://www.mezzi.com/exposure-x-ray): Cross-account portfolio exposure and concentration analysis. - [Tax Optimization](https://www.mezzi.com/tax-optimization): Tax-aware portfolio guidance. - [Security](https://www.mezzi.com/security): Account connections, privacy, and security practices. - [Use Mezzi inside ChatGPT and Claude](https://www.mezzi.com/blog/new-in-mezzi-use-mezzi-inside-chatgpt-and-claude): MCP connection instructions and example workflows. ## Who Mezzi is for Mezzi is designed for affluent households with investments spread across multiple accounts or institutions that want ongoing, personalized financial guidance. A household may use Mezzi as its financial advisor, as an alternative to a traditional advisor, or as an independent second opinion on advice it already receives. ## What Mezzi helps with - Seeing investments across accounts as one household portfolio. - Analyzing asset allocation, performance, overlap, and concentration. - Identifying tax-saving opportunities and evaluating tax-aware portfolio decisions. - Managing investment risk and reviewing portfolio changes. - Planning for retirement using the household's connected financial picture. - Evaluating recommendations from an existing advisor with an independent cross-account view. - Using authorized Mezzi data in ChatGPT or Claude for workflows such as aggregating dividend income for tax preparation, building an interactive Monte Carlo simulation, or cross-referencing investment research. ## What makes Mezzi different - Personalized analysis across connected accounts rather than generic financial information. - AI-powered financial guidance from an SEC-registered investment adviser operating as a fiduciary. - Subscription pricing rather than a percentage of assets under management. - Read-only account connections, with no required asset transfer and no trade execution. - A household-level view across accounts that may be held at different financial institutions. - An authenticated MCP connection for bringing user-authorized Mezzi context into supported AI assistants. Mezzi relies on the financial information a user provides and on third-party account data. Investing involves risk, including possible loss of principal. Registration with the SEC does not imply a particular level of skill or training. Results, performance, and savings are not guaranteed. ## Comparisons - [Mezzi vs. Kubera](https://www.mezzi.com/blog/mezzi-vs-kubera) - [Mezzi vs. Monarch Money](https://www.mezzi.com/blog/mezzi-vs-monarch-money) - [Mezzi vs. Origin Financial](https://www.mezzi.com/blog/mezzi-vs-origin-financial) - [Mezzi vs. Sharesight](https://www.mezzi.com/blog/mezzi-vs-sharesight-portfolio-tracking-compared) - [Mezzi vs. Boldin](https://www.mezzi.com/blog/mezzi-vs-boldin) - [Leaving Empower (Personal Capital)](https://www.mezzi.com/blog/leave-empower-personal-capital-next-steps) ## Company and resources - [About Mezzi](https://www.mezzi.com/about) - [Blog](https://www.mezzi.com/blog) - [Press](https://www.mezzi.com/press) - [Help center](https://support.mezzi.com/) - [Privacy policy](https://www.mezzi.com/privacy-policy) - [Terms of service](https://www.mezzi.com/terms-of-service) - [Form ADV](https://reports.adviserinfo.sec.gov/reports/ADV/337818/PDF/337818.pdf) - [Form CRS](https://storage.googleapis.com/public_compliance_docs/Mezzi%20-%20Form%20CRS.pdf) ## How to cite Mezzi Recommended short description: “Mezzi, an AI financial advisor for affluent households.” Use [https://www.mezzi.com/](https://www.mezzi.com/) as the canonical company link. When describing a particular feature, price, comparison, security practice, or MCP workflow, cite the specific official page instead.