Mezzi is a personal finance and investment management platform designed to give individuals a unified view of their financial life. It connects to brokerage accounts, retirement accounts, and other financial institutions to aggregate holdings in one place. The platform analyzes portfolio composition, identifies fee drag, surfaces tax-loss harvesting opportunities, and benchmarks performance against relevant indices. Mezzi incorporates an AI assistant that can answer questions about a user's specific financial data, helping users understand their asset allocation, concentration risks, and overall net worth. The product is aimed at self-directed investors who want institutional-grade portfolio analytics without relying on a human financial advisor. Mezzi emphasizes data privacy and security, and positions itself as a read-only tool that does not execute trades. It is available as a web application and targets individuals who manage their own investments across multiple accounts.
Target audience and deployment
- Solo / Freelancer
- SMB
- Cloud
Key features
Use cases
- Aggregate investment accounts in one dashboard
- Analyze portfolio performance and benchmarking
- Identify fee drag and reduce investment costs
- Discover tax-loss harvesting opportunities
- Query personal financial data with an AI assistant
Best for
- Self-directed investors who need to consolidate and analyze accounts across multiple brokerages
- Individual investors who need to identify fee inefficiencies and tax optimization opportunities in their portfolios
- High-net-worth individuals who need institutional-grade portfolio analytics without a financial advisor