Mezzi launched Concierge, a product that allows members to create standing instructions for the things they want Mezzi to keep evaluating.
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Public post
The meeting was not the biggest problem. What happened after was. My first experience with Chase Private Client looked like it would be highly personal. The first meetin…
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
- 2–10 employees
About Mezzi
Take control of your investments and build wealth faster with automated, actionable insights
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Latest activity from Mezzi
6 signals
Products & Services
Mezzi launched a new Concierge service that includes unlimited active Delegations and offers $99/month or $999/year.
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.
Products & Services
Mezzi offers three membership types: Free, Advisory, and Concierge, each providing different levels of assistance and Delegation options.
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