Mezzi

Mezzi is for U.S. investors who want to understand their investments across multiple accounts and find tax-aware ways to manage their portfolios. Connect brokerage, retirement, banking, and other financial accounts to view your net worth, holdings, allocation, income, and investment performance in one place. Portfolio analysis highlights overlapping funds, stock and sector concentrations, fees, and potential risks. Mezzi’s AI can answer questions about your connected accounts and surface guidance on tax-loss harvesting, wash-sale risks, retirement planning, and investment allocation. It provides read-only guidance: it does not place trades, move money, or hold your assets, so you decide whether to act through your brokerage. Tax and investment insights depend on the information available from your connected accounts.

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