Mezzi

Mezzi - Modern Money Management is an AI-powered financial platform designed to help you optimize wealth, reduce taxes, and manage multiple accounts with a consolidated view. It positions itself as a next-generation alternative to traditional financial advisory, emphasizing real-time insights, privacy, and ease of use. The service highlights instant, actionable prompts to build wealth, tax-efficient investing, and cross-platform account visibility without needing to hand over all assets to a single advisor. Mezzi integrates with major financial institutions using trusted data aggregators and focuses on data security and an ad-free experience for paying users.

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How Mezzi Works

• Sign up to access real-time AI prompts and wealth-building insights.
• Connect your financial accounts securely through industry-leading aggregators (Plaid and Finicity) for read-only access.
• View a consolidated, cross-platform snapshot of all accounts, or see them separately as you prefer.
• Receive actionable insights to reduce investment taxes and optimize your portfolio across equities, ETFs, and other assets.
• Use predictive tools like the Financial Calculator to model retirement timelines, portfolio value, contributions, and expected returns.

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Why Mezzi

• It provides a modern alternative to traditional advisory fees by delivering insights directly to you in real time.
• Potential savings highlighted: even small reductions in fees or taxes can compound to significant gains over time (illustrative examples include 1% fee avoidance and capital gains tax savings).
• It emphasizes privacy and security: data is protected with best-in-class standards, and login credentials are never shared with brokers or institutions.
• Ad-free experience supports a focus on your financial decisions without targeted data selling.

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Privacy & Security

• Data security is a core value; Mezzi uses industry-leading aggregators and maintains read-only access to accounts.
• Privacy-centric design includes anonymized login options (e.g., Apple login) to protect personal contact details.
• The platform commits to not selling or sharing your data with third parties for advertising purposes.

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Getting Started

1. Sign up for free to begin using Mezzi.
2. Connect your accounts via Plaid/Finicity to enable secure data access.
3. Review real-time AI insights and use the Financial Calculator to plan for retirement and wealth growth.

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Safety and Legal Considerations

• Mezzi provides informational insights and planning tools; users should verify recommendations and consult professionals as needed.
• All data access is read-only unless explicitly allowed for data retrieval through secure connections.

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Core Features

• Real-time AI prompts and wealth-building insights
• Consolidated view of all financial accounts with optional separation by account
• Cross-platform account aggregation with read-only access via Plaid and Finicity
• Actionable insights to reduce investment taxes
• Financial Calculator for retirement planning, value projections, contributions, and expected returns
• Ad-free experience for a focused user experience
• Privacy-first design with data security best practices