Mezzi Wealth
Mezzi Wealth Summary
Mezzi Wealth is a with in-app purchases iOS app in the Finance category, developed by StockTalk, Inc. First released 2 years ago(Nov 2023), the app has 84 ratings with a 4.67★ (excellent) average rating.
Recent activity: 8 new ratings this week (8 over 4 weeks) with surging momentum. View trends →
Data tracking: SDKs and third-party integrations were last analyzed on Nov 19, 2025.
Store info: Last updated on App Store on Oct 30, 2025 (version 1).
Mezzi Wealth was last scanned for SDKs 2025-11-19. Below is the overview of third party companies detected in the app. The full list of raw SDKs, app permissions and unknown SDKs is available here.
Segment
Amplitude
Firebase
Flutter
nanopb
SDWebImage
Google
Plaid
RevenueCat4.67★
Ratings: 84
Screenshots
App 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.
Get started with Mezzi's features with a 14-day free