Company intelligence
Mezzi
Mezzi provides elite financial advice for everyone. Retirement. Tax. Investments. SEC-registered fiduciary.
Financial Services
San Francisco Bay Area, US
10 employees
6 public signals
About Mezzi
Take control of your investments and build wealth faster with automated, actionable insights
Verified activity
Signals from Mezzi
6 published signals
Products & Services
Mezzi launched Concierge, a product that allows members to create standing instructions for the things they want Mezzi to keep evaluating.
Reported by Manish Jain, CFA
Products & Services
Mezzi launched a new Concierge service that includes unlimited active Delegations and offers $99/month or $999/year.
Reported by Manish Jain, CFA
Products & Services
Mezzi is launching Concierge, a new financial advisory service that includes unlimited active Delegations, advanced AI for complex analysis, quarterly coaching check-ins, setup assistance, and live support.
Reported by Mezzi
Products & Services
Mezzi offers three membership types: Free, Advisory, and Concierge, each providing different levels of assistance and Delegation options.
Reported by Manish Jain, CFA
Products & Services
Mezzi is building always-on financial advice with AI and personalized to accounts available when decisions are happening.
Reported by Manish Jain, CFA
Products & Services
Mezzi launched Concierge as a new way to manage wealth and financial decisions while saving time.
Reported by Manish Jain, CFA