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Mezzi in the News

Read the latest announcements, media coverage, and stories featuring Mezzi.

Yahoo Finance

September 2, 2026

Mezzi Launches Concierge, Bringing Proactive Advice and Monitoring to More Households

The new $99-per-month membership helps members delegate ongoing analysis across their financial lives and know when to act.

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Bloomberg Surveillance

May 6, 2026

Bloomberg Surveillance: Energy Prices and Iran

The development of AI wealth management platform and why its findings show AI — not the war or Fed — remains the primary driver of markets.

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ThinkAdvisor

February 26, 2026

AI meets wealth management: Inside Mezzi’s approach to financial advice

Mezzi CEO Manish Jain explains how the platform delivers AI-powered financial advice in real time — without a human adviser.

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Alts.co

November 17, 2025

The Changing World of RIAs: Advice in the Age of Algorithms

Alts.co explores the changing landscape of financial advice, featuring Mezzi CEO Manish Jain on how AI is helping investors answer complex financial questions.

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SF Chronicle

May 27, 2025

Is your money in good hands with an AI financial adviser?

As artificial intelligence becomes smarter and more human-like, could a machine potentially take on the role of a financial adviser — at little or no cost?

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FAANG FIRE

April 15, 2025

FAANG FIRE w/ Extra Guac: A Free Year of Mezzi

I’ve been thinking about what a “FIRE Bundle” could look like. There are so many tools out there and it is hard to figure out which ones will best help you on your path to FIRE.

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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.