Mezzi

Mezzi is an AI-driven investment management platform designed to maximize long-term returns. It centralizes all your portfolios, giving you a complete financial picture in minutes. The platform automatically detects tax-loss harvesting and reinvestment opportunities. Mezzi also monitors wash sale windows and excessive fund fees. By eliminating advisor costs and inefficiencies, investors can keep more of their money working for them. The interface is clean, actionable, and easy to understand. Mez...