Mezzi

Mezzi is your personal AI for smarter, faster, and fee-free investment management. The platform connects all your accounts—Fidelity, Schwab, Robinhood—and gives actionable insights across them. It helps reduce unnecessary taxes, rebalance allocations, and uncover performance-draining fees. Users avoid common errors like wash sales and missed rebalancing. Compared to advisors who charge 1%, Mezzi offers a data-driven solution that saves money and grows portfolios. The entire platform is built on secure, encrypted technology via Plaid. Within five minutes, you're set up and ready to optimize.