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Last updated: 1 month ago
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About Mezzi
Mezzi is a secure platform that brings together all your brokerage accounts. With AI insights, it helps you avoid costly mistakes and grow wealth independently. Go to full description...
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listingsmezzi@gmail.com
Mezzi is the intelligent investment platform designed to make wealth-building accessible to everyone. It links brokerage accounts into one streamlined dashboard and applies AI to analyze your portfolio. The platform identifies tax-loss harvesting opportunities, wash sale timelines, and hidden costs eating into returns. By avoiding advisor fees that typically consume 1% of assets annually, you retain far more capital for compounding. Over decades, that small difference can mean hundreds of thousands in additional retirement funds. Users love Mezzi for the clarity and time savings it brings to portfolio management. With bank-level encryption and no ads, Mezzi focuses entirely on improving your financial results.