Mezzi

Automated

AI-powered investment portfolio analysis app for tax optimization and risk management.

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What we know about Mezzi’s pricing

Newly tracked

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Category position

Middle of the pack for Finance & Accounting (1715 compared)

Current pricing

Advisory

monthly

$33.25/mo

Everything in Free
Unlimited tax, retirement, and investment advice
5 active Delegations
Support by video, phone, and email

Concierge

monthly

$83.25/mo

Everything in Advisory
Unlimited active Delegations
Advanced AI for complex analysis
Quarterly coaching check-ins
Set up assistance

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Last 0 changes

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