Mezzi offers an AI-driven platform for managing finances and optimizing investments. Designed for
modern investors, it provides actionable insights to reduce taxes, avoid wash sales, and maximize
portfolio returns across equities, ETFs, and multiple accounts. With a focus on privacy and security,
Mezzi ensures seamless financial management without the high fees of traditional advisors.
Features
1. Tax Optimization: Reduce capital gains taxes and reinvest savings.
2. Account Consolidation: Unified view across all financial accounts.
3. AI Prompts: Real-time insights to improve wealth-building strategies.
4. Privacy First: Secure data handling with read-only access.
Pricing
Download and explore Mezzi for pricing details at Mezzi.
Conclusion
Mezzi empowers users with efficient financial management and actionable AI-driven insights for
smarter investing.
