Mezzi

Portfolio Manager — Freemium

SEC-registered AI wealth adviser that links all your accounts and flags tax, risk and allocation moves.

AI advice across every linked account for a flat fee

Overview

Mezzi is an AI financial adviser in an app. You connect your brokerage, retirement and bank accounts, and it gives advice across the whole picture for a flat fee, not a cut of your assets. The company is an SEC-registered investment adviser, led by co-founders Manish Jain and Hersh Reddy. It is for self-directed investors with money spread across several accounts.

The AI chat answers questions about your actual holdings: am I too heavy in tech, what can I harvest for tax losses, can I retire at 60. An X-ray tool shows true exposure across funds. The app tracks capital gains, wash-sale windows, allocation drift and concentration. Accounts sync through aggregators like Plaid and Finicity. Paid tiers add Delegations, phone and video support and coaching check-ins.

The catch: it advises, it does not trade for you, and it is only as good as the data your institutions send. The free plan gives limited AI insights and the X-ray. Advisory is $33.25 a month and Concierge is $83.25, both billed annually. It will not find you a stock to buy. Stock pickers should skip it. Households paying 1% to an adviser should run the math.

Pros

Cons

Is Mezzi Legit? FAQ

Is Mezzi legit?

Mezzi is a working product, but it has fewer than 10 public reviews on Trustpilot, G2, the App Store and Product Hunt. We list it because it has a real AI feature, not because it paid us. The biggest drawback we found: Paid plans are priced on annual billing.

How much does Mezzi cost?

Mezzi is listed at Free / $33.25/mo billed annually. There is a free tier, with paid plans above it. Prices change, so confirm on the official site before you pay.

Does Mezzi have a free trial?

Yes. Mezzi offers a free trial, so you can test it before paying.

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