# 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 after connecting at least $250,000 in assets.

## 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.