Mezzi

Mezzi is a modern, AI-powered investment platform designed for independent investors. It brings all your brokerage accounts—like Schwab, Fidelity, Robinhood, and more—into one unified dashboard, giving you a complete view of your portfolio. Mezzi analyzes your holdings to uncover tax-saving opportunities, hidden fees, and portfolio imbalances, helping you make smarter financial decisions without relying on expensive advisors. By eliminating the traditional 1% management fee, Mezzi empowers you to keep more of your returns and grow your wealth on your own terms. With bank-level security and trusted connections through Plaid and Finicity, your data stays safe. No ads, no commissions—just powerful tools built to help you invest better, faster, and with more confidence.