Mezzi

Mezzi is a powerful AI-powered platform that helps you maximize investment returns. It consolidates your financial accounts into one dashboard for streamlined oversight. The platform identifies portfolio imbalances and hidden expenses that affect performance. It delivers tailored tax strategies and wash sale reminders. This makes investing simpler, more efficient, and cost-effective. Security is enforced through Plaid and Finicity integrations. Setup takes less than five minutes to transform your investing process.

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