Free
Free
$0 on the Free plan.
- Insights
- Limited AI insights with connected accounts
- Collaboration
- Collaborate with a family member
- Analysis
- Risk analysis with X-ray tooling
Finding the possibilities
Mezzi
● Identity checkedAssistant · Vendor site 2026-10-04
Mezzi is an SEC-registered AI wealth advisor that aggregates portfolios across accounts to deliver fiduciary guidance on taxes, retirement, investments, and delegations. Members connect assets and liabilities, collaborate with family, and upgrade to Advisory or Concierge tiers for unlimited AI advice and human support channels.
- Category
- Assistant
- Free access
- Free plan lets users connect accounts, collaborate with a family member, and access limited AI insights at $0.
- API access
- Not confirmed
Is Mezzi right for you?
A good fit for
Households and investors who want continuous portfolio X-ray analysis plus optional fiduciary AI advice without traditional minimum assets for human-only advisors.
Before you choose
Paid Advisory and Concierge prices on the pricing page are shown only as monthly equivalents billed annually, not standalone month-to-month USD plans.
AI wealth advisory tiers
Mezzi connects household balance sheets for ongoing AI insights on the Free plan and layers unlimited fiduciary advice plus human support on Advisory and Concierge memberships.
What it can do
Features & capabilities
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| Portfolio aggregation | Homepage describes analyzing entire portfolios across all connected accounts and liabilities. | Facts sourced | 2026-10-04 |
| Fiduciary registration | Site identifies Mezzi as an SEC-registered investment adviser offering fiduciary advice on paid tiers. | Facts sourced | 2026-10-04 |
| Support channels | Advisory and Concierge tiers add video, phone, and email support according to the pricing page. | Facts sourced | 2026-10-04 |
Understand the total cost
Mezzi pricing & plans
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Explore toolThe practical questions
Frequently asked questions
What is Mezzi used for?
Mezzi is an SEC-registered AI wealth advisor that aggregates portfolios across accounts to deliver fiduciary guidance on taxes, retirement, investments, and delegations. Members connect assets and liabilities, collaborate with family, and upgrade to Advisory or Concierge tiers for unlimited AI advice and human support channels.
Does Mezzi have a free plan?
Free plan lets users connect accounts, collaborate with a family member, and access limited AI insights at $0.. This record lists ongoing free access; check the plan limits before starting.
How much does Mezzi cost?
No paid monthly price is listed; this record treats the product as free to start. See the plan cards for entitlements, billing commitments and seat minimums.
Can I use Mezzi through an API?
Not confirmed. API access and subscription access may have different terms; consult the linked sources.
What should I check before choosing it?
Paid Advisory and Concierge prices on the pricing page are shown only as monthly equivalents billed annually, not standalone month-to-month USD plans.
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.