Mezzi

Mezzi is an AI-driven financial platform designed to simplify investment management. It integrates all brokerage accounts, giving you a complete portfolio overview. The AI identifies hidden fees and tax-saving opportunities unique to your investments. It delivers alerts for wash sales and suggests portfolio adjustments. This approach saves time and enhances returns without costly advice. Mezzi never stores your login credentials, ensuring maximum security. Setup takes only minutes to start optimizing your wealth.

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