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What’s New Version 1.58.9
A more proactive Mezzi:
Enhanced proactive recommendations and insights on Home
Description
Mezzi is a smarter, AI-powered way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's personalized steps to uncover hidden risk, save on capital-gains taxes, cut fund fees, increase passive income, and optimize your portfolio allocation—all while keeping every investment account exactly where it is.
Members have saved thousands of dollars, discovered new investments, reduced portfolio risk, and saved precious time managing money.
KEY FEATURES
ALL OF YOUR FAMILY’S INVESTMENTS IN ONE PLACE
Securely link hundreds of U.S. brokerages, trading platforms, and bank accounts — including Fidelity, Vanguard, Charles Schwab, Robinhood, E*TRADE, TD Ameritrade, Chase, Bank of America, and more — to compare performance and allocations across assets. Invite family members to collaborate and make decisions together. Then, start building wealth with Mezzi’s actionable insights:
REAL-TIME PERSONALIZED INSIGHTS
Mezzi proactively surfaces the largest opportunities to grow wealth and optimize your portfolio, with fresh daily updates.
MEZZI AI CHAT
The most powerful way to talk to your portfolio. Ask:
“What are my tax-saving opportunities?”
“How much will my portfolio be worth in 30 years?”
“What were my top-performing stocks this week?”
Free users get one Mezzi AI Chat session per day.
SAVE ON TAXES (Powered by AI)
Managing investment taxes is complicated. Mezzi's advanced calculators and AI-powered suggestions decode wash-sale rules, optimize lot harvesting, and project annual liabilities in seconds.
CUT OUT EXPENSIVE FEES (Powered by AI)
Mezzi’s AI recommends lower-cost ETFs or index funds with the same exposure, helping you save thousands and maximize returns.
REBALANCE YOUR PORTFOLIO
Mezzi's allocation and concentration insights help you rebalance and put idle cash to work. Good-bye calendar reminders — hello automatic wealth building.
*MEZZI MEMBERSHIP*
Add your accounts and instantly see top movers, performance vs. benchmarks, sector exposure, concentration, dividend income, and more. Download Mezzi today and start building wealth faster.
-Real-time AI prompts to build wealth
-Unlimited Mezzi AI Chat
-Discover hidden risk across accounts
-Advanced performance analysis
On average, Mezzi members save $10,000 in advisory fees.
Choose the plan that's right for you.
Core: "Access Mezzi Core's features for $179 every six months or $299 every year."
Plus: "Unlock Mezzi Plus for $299 every six months or $499 every year."
White Glove (coming soon): "Get the full Mezzi experience with White Glove for $899 every six months or $1,499 every year."
Privacy Policy: https://www.mezzi.com/privacy-policy
Terms of Use: https://www.mezzi.com/terms-of-use
All trademarks are property of their respective owners and do not imply endorsement.
In-App Purchases US pricing
Mezzi Portfolio Premium Subscription Subscription
Mezzi White Glove Monthly · Monthly$149.00
Mezzi Premium · Monthly$12.00
Mezzi Plus Monthly · Monthly$49.00
Mezzi Premium Semi Annual · 6 months 14-day free trial$119.99
Mezzi Premium Annual · Yearly 14-day free trial$199.00
Mezzi Plus Semi-Annual · 6 months$299.00
Mezzi Plus Annual · Yearly$499.00
Mezzi Core Monthly · Monthly$29.00
Mezzi Core Semi Annual · 6 months$179.00
Mezzi Core Annual · Yearly$299.00
Capabilities
In-App Purchases
Accessibility
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Version history 25 versions
Build 887563892v1.58.92026-07-01 17:02:30
A more proactive Mezzi:
Enhanced proactive recommendations and insights on Home
Build 887414152v1.58.72026-06-26 15:28:25
Clearer communication of personalized financial advice through AI conversations.
Build 887210649v1.58.62026-06-24 08:40:42
*** New Monthly Membership ***
Core: $29/mo
Plus: $49/mo
White Glove $149/mo
Build 887051843v1.58.42026-06-17 20:16:55
Bug fixes and enhancements.
Build 886419437v1.57.82026-06-03 09:55:45
Bug fixes and enhancements
Build 886203789v1.57.52026-05-28 15:55:42
Bug fixes and enhancements.
Build 885977547v1.57.42026-05-22 05:52:18
Bug fixes and enhancements.
Build 885926692v1.57.32026-05-21 17:06:35
*** Updated Web Chat Experience ***
We've updated navigation with the chat. You can make it full screen or keep it docked on the right of the page, enabling easier navigation of the rest of the Mezzi application.
*** Enhancements and bug fixes ***
Fix: Chat responses getting stuck in some situations
Fix: Various stability improvements
Build 885655229v1.56.202026-05-15 15:52:13
You can now click into an allocation to see the underlying detail.
Plus, bug fixes and enhancements.
Build 885013529v1.56.162026-04-29 05:37:19
***Custom AI notifications—in Beta***
Set up notification rules within Mezzi's AI Chat like "tell me when my tech allocation exceeds 40%" or "notify me when I have over $5K in idle cash," and get a push notification and email when they trigger.
Plus, bug fixes and performance improvements.
Build 884834158v1.56.102026-04-24 07:18:11
Bug fixes and enhancements.
Build 884553436v1.56.72026-04-15 20:11:10
Bug fixes and enhancements.
Build 884226145v1.56.42026-04-07 17:54:22
***Updates to Exposure X-Ray, Enhanced AI Chat***
Exposure X-Ray: We're bringing X-Ray to the Allocation page: See your true sector and asset exposure through ETFs and mutual funds directly in the Allocation detail view. For example, now understand your true exposure to technology including what sits inside your ETFs. This data is also accessible via AI Chat queries.
AI Chat: Responses are even better with built in web search. See how the latest IRS changes or geopolitical issues are impacting your portfolio.
Plus, we've enhanced the AI Chat experience on iOS with haptic feedback and created a more responsive sign-up and onboarding experience on web and mobile.
We've also made various bug fixes and performance improvements.
Build 883943224v1.56.22026-03-31 20:19:47
Bug fixes and enhancements
Build 883476314v1.55.82026-03-18 07:05:54
AI Chat enhancements
Build 883304976v1.55.62026-03-13 06:12:39
Bug fixes and enhancements
Build 883056820v1.55.42026-03-05 17:55:08
Stay in control of your portfolio connections and conversations. This update brings manual refresh controls so you can pull the latest data from your linked brokers on demand. You can now delete past AI chats to keep your history tidy. We've also improved AI model accuracy and made the subscription management screen clearer — your current plan and its benefits are now easy to find.
Build 882732524v1.55.32026-02-24 21:44:07
Bug fixes and enhancements.
Build 882618019v1.55.22026-02-20 18:58:21
Bug fixes and enhancements.
Build 882360331v1.55.12026-02-19 08:11:18
Updated prices
New rates will allow us to deliver more value to all customers as we build the next generation of wealth management:
Core — $299/year (or $179 semi-annually)
Mezzi Advisor for AI fiduciary advice, unlimited AI analysis, and our Research Assistant
24/7 monitoring, tax optimization, and risk/allocation insights across all accounts
Standard AI model (the $199/year base membership offered today also gets you access to the advanced AI models included Plus)
Plus — $499/year (or $299 semi-annually)
Everything in Core
Choice of AI model, including advanced reasoning models
Deep Thinking for more complex planning, deeper analysis, and longer-form reasoning
Priority support by text, email, and phone
Early access to new features
White Glove — $1,499/year (or $899 semi-annually)
Everything in Plus
Hands-on AI support, including unlimited calls with our team
Build 882345225v1.54.152026-02-11 05:44:56
User interface enhnacements for Research Assistant and Mezzi Advisor.
Build 882192023v1.54.122026-02-05 19:52:51
Enhanced AI chat experience: Improved scrolling for Advisor chat responses, plus copy your questions and answers from Mezzi Advisor and Research Assistant.
Refresh your brokerage and bank connections directly from Profile. View connection details for your linked accounts.
Plus, bug fixes and performance improvements.
Build 881887203v1.54.72026-01-28 07:06:08
Enhanced AI chat with improved response quality and accuracy. Better asset categorization for bonds and index funds. iPad support - access Mezzi through your browser on iPad. Improved web navigation with scroll bars for easier browsing. Plus, bug fixes and performance improvements.
Build 881659392v1.54.52026-01-21 07:13:45
What’s New:
∙ Enhanced AI chat controls with new stop button for managing responses
∙ Improved broker connection experience
∙ Improved performance of Mezzi advisor and research assistant
∙ Updates to retirement calculations
∙ Performance improvements
Build 881533157v1.54.42026-01-16 07:13:07
***Updates and Enhancements***
Personalized risk tolerance
Customize your risk level for personalized Mezzi Advisor recommendations, Such as investing idle cash or concentration risk
AI Personalization
AI personalization found on the profile page of the app can now accommodate larger character limits for enhanced personalization.
Added in-app explanations to differentiate between Mezzi Advisor and Research Assistant. Mezzi Advisor provides fiduciary advice. Research Assistant is great for portfolio analysis, synthesizing general wealth management concepts, and researching different investment options, among other capabilities
Fixes
Streamlined account deletion found on the profile page of the application
Resolved caching issues for Mezzi's web application (app.mezzi.com)
Price history by region
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Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 103 | 4.7 | 1.58.9 |
Change log 29 changes · US
✎
releaseNotes updated
A more proactive Mezzi:
Enhanced proactive recommendations and insights on Home
✎
description updated
Mezzi is a smarter, AI-powered way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's personalized steps
✎
subtitle updated
AI portfolio and tax guidance
✎
name updated
Mezzi Wealth
◆
Version 1.58.9 released
A more proactive Mezzi:
Enhanced proactive recommendations and insights on Home
◆
Version 1.58.7 released
Clearer communication of personalized financial advice through AI conversations.
◆
Version 1.58.6 released
*** New Monthly Membership ***
Core: $29/mo
Plus: $49/mo
White Glove $149/mo
◆
Version 1.58.4 released
Bug fixes and enhancements.
◆
Version 1.57.8 released
Bug fixes and enhancements
◆
Version 1.57.5 released
Bug fixes and enhancements.
◆
Version 1.57.4 released
Bug fixes and enhancements.
◆
Version 1.57.3 released
*** Updated Web Chat Experience ***
We've updated navigation with the chat. You can make it full screen or keep it docked on the right of the page, enabling easier navigation of the rest of the Mezzi application.
*** Enhancements and bug f
◆
Version 1.56.20 released
You can now click into an allocation to see the underlying detail.
Plus, bug fixes and enhancements.
◆
Version 1.56.16 released
***Custom AI notifications—in Beta***
Set up notification rules within Mezzi's AI Chat like "tell me when my tech allocation exceeds 40%" or "notify me when I have over $5K in idle cash," and get a push notification and email when they trig
◆
Version 1.56.10 released
Bug fixes and enhancements.
◆
Version 1.56.7 released
Bug fixes and enhancements.
◆
Version 1.56.4 released
***Updates to Exposure X-Ray, Enhanced AI Chat***
Exposure X-Ray: We're bringing X-Ray to the Allocation page: See your true sector and asset exposure through ETFs and mutual funds directly in the Allocation detail view. For example, now un
◆
Version 1.56.2 released
Bug fixes and enhancements
◆
Version 1.55.8 released
AI Chat enhancements
◆
Version 1.55.6 released
Bug fixes and enhancements
◆
Version 1.55.4 released
Stay in control of your portfolio connections and conversations. This update brings manual refresh controls so you can pull the latest data from your linked brokers on demand. You can now delete past AI chats to keep your history tidy. We'v
◆
Version 1.55.3 released
Bug fixes and enhancements.
◆
Version 1.55.2 released
Bug fixes and enhancements.
◆
Version 1.55.1 released
Updated prices
New rates will allow us to deliver more value to all customers as we build the next generation of wealth management:
Core — $299/year (or $179 semi-annually)
Mezzi Advisor for AI fiduciary advice, unlimited AI analysis, and
◆
Version 1.54.15 released
User interface enhnacements for Research Assistant and Mezzi Advisor.
◆
Version 1.54.12 released
Enhanced AI chat experience: Improved scrolling for Advisor chat responses, plus copy your questions and answers from Mezzi Advisor and Research Assistant.
Refresh your brokerage and bank connections directly from Profile. View connection
◆
Version 1.54.7 released
Enhanced AI chat with improved response quality and accuracy. Better asset categorization for bonds and index funds. iPad support - access Mezzi through your browser on iPad. Improved web navigation with scroll bars for easier browsing. Plu
◆
Version 1.54.5 released
What’s New:
∙ Enhanced AI chat controls with new stop button for managing responses
∙ Improved broker connection experience
∙ Improved performance of Mezzi advisor and research assistant
∙ Updates to retirement calculations
∙ Per
◆
Version 1.54.4 released
***Updates and Enhancements***
Personalized risk tolerance
Customize your risk level for personalized Mezzi Advisor recommendations, Such as investing idle cash or concentration risk
AI Personalization
AI personalization found on the