Mezzi Wealth
AI portfolio and tax guidance
How much does Mezzi Wealth cost?
Prices are current as of 29 Sept 2026.
10 subscriptions from $12.00
In the United States, Mezzi Wealth has 10 subscriptions priced $12.00 – 499.00. It comes with a 14 days free trial.
| Subscription | Period | Price |
|---|---|---|
| Mezzi Premium | Monthly | $12.00 |
| Mezzi Core Monthly | Monthly | $29.00 |
| Advisory Monthly Subscription | Monthly | $39.00 |
| Mezzi Premium Semi Annual | 6 monthsTrial: 14 days | $119.99 |
| Mezzi Core Semi Annual | 6 months | $179.00 |
| Mezzi Premium Annual | AnnualTrial: 14 days | $199.00 |
| Mezzi Core Annual | Annual | $299.00 |
| Mezzi Plus Semi-Annual | 6 months | $299.00 |
| Advisory Annual Subscription | Annual | $399.00 |
| Mezzi Plus Annual | Annual | $499.00 |
10+ alternatives to Mezzi Wealth
| Mezzi Wealth |   Nook Earn App |   Astor: AI Investment Advisor |   Chart AI Analytics |   Moola Invest: Easier Investing |   8FIGURES: Portfolio Tracker |   Arta Finance |   Fundify: Startup Investing |   Frec: Tax-aware investing |   Richify AI Financial Wellbeing |   Casa Shares | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rating / 5 | 4.7 | 4.5 | 4.7 | 4.5 | 4.7 | 4.7 | 4.3 | 4.2 | 4.9 | 5.0 | 4.7 |
| Reviews | 108 | 366 | 311 | 219 | 166 | 101 | 67 | 45 | 37 | 14 | 9 |
| Released | 2023 | 2025 | 2026 | 2025 | 2025 | 2023 | 2023 | 2024 | 2024 | 2025 | 2024 |
| Monthly price | $29.00 | — | — | — | — | $30.00 | — | — | — | — | — |
| Annual price | $299.00 | — | — | — | — | $269.99 | — | — | — | — | — |
The going rate for each plan in United States, in its own currency, shaded from the cheapest price on the row to the dearest. Plans fewer than four in ten of the priced apps sell are left out.
Mezzi Wealth reviews
4.7 out of 5, based on 108 reviews.
What people like
- Aggregates all accounts in one place.
- Reveals hidden overlaps in your holdings.
- Customer service is fast and helpful.
- Helps save money on fund fees.
What they complain about
- Imported data has significant errors.
- AI gives shallow, unhelpful advice.
- Support won't help cancel subscription.
Get Mezzi, you’ll be glad you did
Awesome app. I’ve tried a few and Mezzi is the best. Very inexpensive for an impressive amount of functionality. Just a tip or two from Mezzi AI more the covers the subscription cost. Useful if you already have an advisor and unbeatable if you manage your own finances. It’s so easy to have multiple accounts-brokerage, 401k, HSA, Roth and if you have a spouse or partner even more. Mezzi lets you see everything under one roof in a simple and clean layout and guides you how to best manage your money for today and the future in terms of growth, income, your risk tolerance, and tax management. If you own ETFs, the x-ray feature is so informative in letting you know what you actually own and how much overlap is in your various accounts. And all your accounts - they’re still yours. No need to open a new account with a new advisor. Mezzi puts them all together right on your phone or computer. Bonus-they are SEC registered. Bonus 2-Notifications: create reminders, bill due dates and calendar events. Bonus 3-Mezzi AI uses Gemini and ChatGPT but your questions are asked through Mezzi, so Google and ChatGPT can’t form a profile on you, and the answers are geared toward you and your portfolio.
Not ready for public use
It said I had $5000 losses on Total Stock index. I was unable to find the lot with cost basis it recommended selling, so I asked it follow up questions. Eventually, it admitted that since all of the cost basis prices were the same, then brokerage uses average cost, so there was no tax loss to harvest. It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.
Promising Idea, Meh Realization
The core promise is to put automated insights and tailored AI to use by giving it access to your accounts. And while it technically does all that, the execution is wholly underwhelming. Account integration relies on their partners (e.g., Plaid) working well with your financial institution. The insights are entertaining but ultimately shallow, big on wordy responses but with little substance on actionable steps, oftentimes focusing on a few funds rather than the totality of the account. Rationales can be hit or miss, with some referring to old data - I've gotten advice that was assuming the year is still 2024, an absolute no-go. But ultimately the biggest letdown is with the AI models, which use old ChatGPT4 versions and either don't go deep enough or spend upwards of 5 minutes "reasoning". The interaction requires a lot of trial and error to shape the prompts, which becomes exhausting. I want financial advice with AI automation that is largely preemptive and guided. What I got was old ChatGPT with a few prepared prompts that can RAG in my statements. I can probably get more for $200/year by just subscribing to ChatGPT Pro and dumping CSV account statements into the context or, heck, writing a small MCP harness to make them accessible like an AI native tool. Overall promising but just not worth the price asked.
Best consumer fintech app
This is hands-down the best consumer fintech app for managing your investments. A lot of apps start and end with providing a high-level view of your accounts. Mezzi consolidates and analyzes all the data WITHIN your accounts, providing better insights than anything else out there. Its AI chat is awesome and fun and allows you to do pretty much any custom research, suggestions, and analysis you want.
Doesn’t really do anything
All this app does is essentially copy and paste your portfolio into ChatGPT. It also has a really bad account aggregator. It costs $200 which is an absolute joke.
Good data
Mezzi has provided me with the fastest, most up to date data from all of our accounts. I really enjoy using this. It saved us a lot of money in fees by showing us that one of our “no fee” funds actually did have fees.
Don’t be fooled by the positive reviews.
The account information that was imported into the app had a significant error rate that the bot said was accurate. It is impractical to use a “beta” version that claims accuracy when it is wrong.
Wealth management using AI
I’ve been using Mezzi for the last many months. I love how it integrates all my accounts and their investments in one place and gives me details of even hidden exposures that I was not aware of. The developer is adding features at a very fast rate and the app is getting better with each update. I have used many of the app’s suggestions to improve my stock allocations. Customer Service is top notch as well.
Poor support
I signed up for this app. Because of technical issues, I wanted to cancel my subscription. I reached out to support group as I couldn’t find the field to manage subscription. Support group kept on telling me “go to your profile & manage subscription “. Till now I see no help canceling my subscription.
Highly recommended !
As a recently retired veteran Mezzi has become a key figure in my retirement planning. It’s like have hundreds of planners corroborate on each individual situation necessary for a successful retirement strategy. I use it each day. The strategic value and personal attention have been top notch. Highly recommended for anyone needing financial guidance.
Great App
I’ve been using Mezzi wealth for about 5 months so far. It’s been an amazing resource. As a self directed investor, I really appreciate the insights it provides. When I have had issues, the support team has been very quick and responsive. The app keeps getting better and better with updates and new features. Keep up the Great work Team Mezzi!!
Ultimate visibility and AI
This App is for people who want to as much control, visibility and data into their net work. This team is amazing, support is engaging and they listen to their customers. I use mezzi to help my wife and visualize our network in one place. We can easily compare our performance against any index. We track, individual, 401k, crypto, IRA, saving accounts. It’s nice to understand what’s performing well and what isn’t.
Great Insights
A smart alternative to just opening your brokerage statement and going “huh?” Mezzi not only aggregates all your investment and bank accounts, it gives you insights on what you’re invested in and whether you could be doing better. Wonder if your direct investments overlap with the ETFs you own? Mezzi will tell you. Want to know if the overseas investment ETF is exposed to currency movements or is hedged? Ask Mezzi’s AI tool and, if you are don’t like the answer, ask if there’s another investment that might do a better job of hedging. I did, and there was. This is just the start of the journey Mezzi can help you take to a better investing future.
Great app
Love the app and future plans for the company. AI driven instead of an app with an AI add on. Best customer service I’ve seen in years.
Great app for tracking investment and gain insights through generative AI
Mezzi is a great app for helping me keep all my investments and different accounts in one place for tracking and gain insights. The UI is smooth and beautiful. Great customer support along the way. The advanced features like X-rays to find hidden holdings, expense ratio comparisons for similar ETFs, tax loss harvesting strategies and more AI insights have been helping me gain more understanding of my portfolio too. Highly recommended.
Mezzi Wealth FAQ
- Is Mezzi Wealth free?
- Yes. The app and its basic features are free, in all 1 country it sells in. Premium features are paid: they start from $12.00 (US), across 10 subscriptions.
- How much does Mezzi Wealth cost per month?
- Mezzi Core Monthly is $12.00 – 39.00 (US). The annual plan works out cheaper per month: $199.00 – 499.00 a year.
- Does Mezzi Wealth have a free trial?
- Yes — a 14 days free trial (US).
- What are the best alternatives to Mezzi Wealth?
- Nook Earn App (4.5 from 366 reviews), Astor: AI Investment Advisor (4.7 from 311 reviews) and Chart AI Analytics (4.5 from 219 reviews).
Mezzi Wealth download
Last updated 14 days ago.
Mezzi Wealth sells in 1 country. It was released 2 years and 10 months ago, on 30 Nov 2023. It holds a 4.7 rating from 108 reviews.
Supports 1 language: English.
How much does Mezzi Wealth make?
Third-party estimates for the last 30 days, worldwide — not the store's own figures, which Apple publishes for nobody.
Revenue by plan
- Monthly 43%
- Annual 35%
- 6 months 22%
Revenue by country
- United States 100%