Mezzi

What is Mezzi?

Mezzi is a wealth-building and investment management tool that provides users with insights typically exclusive to clients of expensive wealth advisors. It consolidates all of a user's investment accounts in one place, offering personalized advice to save on capital gains taxes, reduce fund fees, increase passive income, and optimize portfolio allocation. The platform employs advanced calculators and AI technology to simplify complex financial tasks, helping users build wealth effectively and efficiently.

Who created Mezzi?

Mezzi was founded by a team of technology, finance, and legal experts with experience in startups and enterprises. The platform was launched on November 16, 2023, offering users insights to independently build wealth by consolidating investment accounts, providing personalized advice to save on taxes and fees, and optimizing portfolio allocation. The company is supported by investors from various well-known firms and prominent founders and angel investors.

What is Mezzi used for?

• Investment account consolidation
• Personalized advice features
• Advanced calculators for tax
• Fund switching suggestions
• Portfolio and market updates
• Data security measures
• Capital gains tax advisory
• Fund fee reduction
• Passive income building assistance
• Portfolio optimization tools
• Consolidating investment accounts
• Providing personalized advice on tax management
• Reducing fund fees through automated suggestions
• Increasing passive income by optimizing portfolio allocation
• Simplifying investment tax management with advanced calculators and AI-powered suggestions
• Facilitating fund switching suggestions for cost savings
• Delivering market and portfolio updates regularly
• Assisting in making smarter investment decisions through insights and analysis
• Helping avoid wash sales across multiple investment accounts
• Maintaining an ad-free experience and data security measures
• Read-only account access

Who is Mezzi for?

• Doctors
• Attorneys
• Finance professionals
• Product Managers
• Engineers

How to use Mezzi?

To use Mezzi effectively, follow these comprehensive steps:

1. Consolidate Accounts: Begin by consolidating all your investment accounts on Mezzi. This consolidation offers a comprehensive view of performance and allocations across different accounts, making cross-comparisons and optimization seamless.

2. Explore Main Features: Learn about the main features of Mezzi, including personalized advice on capital gains taxes, fund fee reduction, passive income increase, and portfolio allocation optimization. Utilize the advanced calculators and AI-based suggestions provided to simplify tax management and identify fund switching options.

3. Tax Management: Leverage Mezzi's AI-powered tools to manage capital gains taxes effectively. Receive personalized advice and suggestions to simplify the process, potentially leading to significant tax savings over time.

4. Reduce Fund Fees: Utilize Mezzi's automated suggestions to switch to less expensive funds with similar exposure. This strategic approach can help you save substantially on fees in the long term.

5. Boost Passive Income: Allow Mezzi to optimize your portfolio allocation to enhance passive income generation. Benefit from personalized advice and adjustments to maximize returns from investments, along with AI-powered suggestions to explore new income sources.

6. Portfolio Optimization: Mezzi provides personalized steps and rebalance suggestions to optimize your portfolio allocation. With AI technology, the platform offers guidance to invest extra cash strategically based on your risk appetite and investment strategy.

7. Data Security: Rest assured that Mezzi prioritizes the security of user data. The platform does not sell user data to third parties and restricts account access to read-only, preventing unauthorized transactions.

8. Stay Informed: Receive regular market and portfolio updates from Mezzi to stay informed about important developments. This ensures you are up-to-date on market trends and your investment portfolio's performance.

9. Make Smarter Decisions: Utilize Mezzi's insights and suggestions for tax management, fund fee reduction, portfolio optimization, and fund switching to make informed investment decisions. This strategic approach can lead to enhanced performance and wealth growth over time.

10. Download the App: If you have an iOS device, download the Mezzi app from the App Store to access these valuable wealth-building tools and insights.

By following these steps, you can effectively leverage Mezzi to streamline wealth building, optimize investments, and make informed financial decisions.