Mezzi

Mezzi is a modern AI-powered money management platform for people who want to grow their wealth intelligently — without handing over a chunk of it to expensive financial advisors. Managing investments across multiple accounts is complicated: taxes eat into returns, fees compound over time, and it's hard to see the full picture at once. Mezzi simplifies all of that. It offers tax-loss harvesting to reduce what you owe, real-time AI prompts that surface opportunities as markets move, a consolidated view of all your accounts in one place, and actionable insights to minimize investment taxes and fees. Available for iOS users in the US with investment and brokerage accounts, with a web app currently in beta.