Products & ServicesEvent: September 3, 2026
Mezzi launched a new Concierge service that includes unlimited active Delegations and offers $99/month or $999/year.
Published
Signal category
Products & Services
Quote
“That is a Delegation. Mezzi keeps evaluating it across your connected financial life and brings you back when something may need attention.”
— Manish Jain, CFA|Mezzi team
Company
Mezzi
Mezzi provides elite financial advice for everyone. Retirement. Tax. Investments. SEC-registered fiduciary.
- Industry
- Financial Services
- Location
- San Francisco Bay Area, US
- Company size
- 10 employees
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