Your data is safe with Mezzi
Bank-level encryption. Mezzi has zero access to your money.
How Mezzi secures your data
Bank-level security
All data transmission uses TLS 1.3 encryption protocols. These are the same cryptographic standards required by federal banking regulations and used by major financial institutions worldwide.
No account number storage
Mezzi avoids storing bank account numbers, routing numbers, or account identifiers. We partner with industry platforms like Plaid and Meld, which major banks trust, eliminating the need to access account numbers directly.
How your financial data reaches Mezzi safely
Financial data aggregation partners
Mezzi uses Plaid and Meld for secure bank connections, with industry-standard security practices maintained by these services.
OAuth 2.0 token-based authentication
Your login credentials are never transmitted to or stored by Mezzi. Secure tokens allow read-only access to your financial data.
Your credentials remain private
Banking usernames and passwords are managed exclusively by certified partners. Mezzi staff cannot access or view banking credentials.
Regulatory compliance
SEC compliance requirements
As a registered investment advisor, Mezzi adheres to Securities and Exchange Commission regulations, including security requirements and breach reporting procedures.
Account security controls
Single sign-on authentication
Account access requires authentication through Apple or Google SSO, eliminating password vulnerabilities through enterprise-grade identity providers.
Account disconnection controls
You can disconnect individual financial accounts or delete your entire account anytime. Disconnection immediately removes associated data.
Ad-free experience
Subscription-based model
We aren’t here to sell your data to a third party, today or ever. Our paid plan supports product development while protecting your privacy, unlike free apps that monetize user data.
Frequently asked questions
We never store or see your credentials. We use partners like Plaid, Finicity, and Snaptrade to establish a read-only connection, meaning we cannot move money or alter your accounts.
Never. Data sharing follows our Privacy Policy strictly. We will never sell your personal information to third parties.
All information — accounts and goals — shares by default with household members, with more granular controls planned.
Yes. Accounts can be disconnected anytime, with manual position entry as an alternative.
Yes. Upon deletion request, live brokerage connections terminate immediately. Personal details and brokerage data are deleted from databases. Regulatory obligations require archived advice data and supporting information for five years in encrypted cold storage, accessible only to government examination. This archived data deletes after the five-year obligation expires.
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.
