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Mezzi

Mezzi

Take control of your wealth with expert advice.

7.5/10

Spot Score

Overview of Mezzi

What is Mezzi ?

Introducing Mezzi - the ultimate solution for professionals seeking autonomous wealth management. Mezzi empowers individuals to make informed decisions about their investments by providing access to valuable financial insights typically reserved for high-cost wealth advisors. With Mezzi, users can effortlessly ... Read More

API not available

Mezzi Platforms

  • Browser Based (Cloud)
  • Mobile - iOS

Mezzi Customer Type

  • Large Enterprises
  • Small Business
  • Medium Business

Mezzi Features

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Pricing of Mezzi

  • Freemium,
  • Subscription

Screenshot of the Mezzi Pricing Page (Click on the image to visit Mezzi 's Pricing page)

Disclaimer: Pricing information for Mezzi is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

Mezzi FAQs

Mezzi is a Personal Finance Software. Mezzi offers the following functionalities:
  • Multi-Currency
  • Tax Reports
  • Investment Monitoring
  • Reports
  • Financial Dashboard
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No, Mezzi doesn't provide API.
Yes, Mezzi provides mobile app.
Mezzi is located in San Francisco, California
Mezzi offers Freemium, Subscription pricing models
We don't have information regarding integrations of the Mezzi as of now.

Mezzi Support

Customer Service

Online

Location

San Francisco, California

Reach out to Mezzi Social channels

Read More about Mezzi

Introducing Mezzi - the ultimate solution for professionals seeking autonomous wealth management. Mezzi empowers individuals to make informed decisions about their investments by providing access to valuable financial insights typically reserved for high-cost wealth advisors. With Mezzi, users can effortlessly manage their investment portfolio, no matter how many accounts they hold. The platform's personalized tax advice ensures savings on capital gains taxes, while its fee analysis tool helps identify and rectify any potential overcharges. What sets Mezzi apart is its holistic approach to wealth-building. It kicks off with innovative asset allocation strategies to guide users in allocating their funds wisely. This is followed by a tailored portfolio review, ensuring maximum returns on investments. Mezzi goes the extra mile by offering personalized tax and fee preconciliation services, guaranteeing that users are always making the best financial choices. But Mezzi doesn't stop there - it also aids in optimizing passive income streams. Through its comprehensive reporting feature, Mezzi analyzes all user accounts to detect any portfolio gaps and provide actionable insights for a secure financial future. Mezzi's user-friendly interface, personalized advice, and wide array of services streamline the process of building long-term wealth, making financial management simple and efficient. Elevate your financial strategy with Mezzi and embark on a journey towards financial security and success.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

Researched by Rajat Gupta