Mezzi

Mezzi is a financial platform that helps investors take control of their wealth. It consolidates accounts from major brokerages into a single‚ secure dashboard. The AI engine identifies opportunities to save on taxes and fees. It offers reminders and insights to keep your portfolio balanced and cost-efficient. This approach turns small adjustments into large long-term gains. Security is a top priority‚ with credentials never stored. Setup is fast‚ delivering financial clarity almost instantly.

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Approximately, we add new tools within three months.

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