Mezzi
by Mezzi
AI wealth insights across all your accounts
Reviewed by the the30top research team · Last reviewed 2026-10-27
Overview
Mezzi aggregates brokerage and bank accounts and applies AI to show fees, concentration, tax implications and ideas to review, and can analyze tax returns and statements you upload. The Free plan gives limited AI insights, with Advisory at $33.25 per month billed annually and Concierge at $83.25 per month billed annually. The vendor describes itself as an SEC-registered AI advisor, so read its disclosures and ADV before treating any output as personalized advice, and the free tier is limited.
Our verdict
A capable AI layer for investors who want to see across accounts. Review the vendor's regulatory disclosures and treat insights as input, not guarantees.
Best for
Investors with several accounts who want an AI lens on fees, risk and taxes.
Avoid if
You mainly need budgeting and bill tracking.
Pros
- Free plan available
- Covers multiple accounts in one view
- Tax-aware lens on holdings
Cons
- Free AI insights are limited
- Advisory tiers are billed annually
- Investment-focused, not a day-to-day budgeting tool
Key capabilities
Frequently asked questions
Is Mezzi free?
Yes, a Free plan with limited AI insights is offered. Advisory is $33.25 per month billed annually and Concierge is $83.25 per month billed annually.
What does Mezzi analyze?
The vendor says it connects accounts and can securely analyze tax returns and statements you provide.
Is Mezzi a registered advisor?
The vendor describes itself as an SEC-registered AI advisor. Check its filings and disclosures for scope and fees.