Yahoo Finance ·
Mezzi CEO reveals if customers take wealth management advice from AI
Watch Manish Jain’s latest conversation with Yahoo Finance about Mezzi and its members.
Watch videoMezzi in the News
Read the latest announcements, media coverage, and stories featuring Mezzi.
Financial Samurai ·
Mezzi Review: The Proactive AI Financial Advisor For A Flat Fee
Financial Samurai reviews Mezzi’s approach to retirement planning, taxes, investments, and ongoing financial advice for a flat fee.
Read articleFinancial Samurai ·
How Mezzi Uncovered Over $300,000 In Hidden Stock Exposure
Financial Samurai shares how Mezzi revealed hidden Google exposure across his accounts and index funds, helping him reassess his portfolio.
Read article
Yahoo Finance ·
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.
Read article
Bloomberg Surveillance ·
Iran Memo's Impact on Energy Prices and Markets
Mezzi CEO Manish Jain discusses the development of the AI wealth management platform and why its findings show AI remains a primary driver of markets.
Listen to episode
Yahoo Finance ·
Mezzi is creating AI financial advisers. Here’s how.
Mezzi CEO Manish Jain discusses how Mezzi delivers AI-powered financial advice with Yahoo Finance’s Market Domination.
Watch video
Alts.co ·
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.
Read article
San Francisco Chronicle ·
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?
Read article
FAANG FIRE ·
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.
Read article
ThinkAdvisor ·
Robinhood Wants to Be Your Clients' Wealth Manager for $250 a Year
ThinkAdvisor covers Robinhood’s flat-fee wealth management service and its implications for the financial advice industry.
Read articleTo 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.
