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
Mezzi pricing
● 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
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Mezzi pricing & plans
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