--- title: "Mezzi Wealth - Reviews, Revenue and Downloads in United States | Apple App Store" description: "Mezzi provides elite financial advice for everyone. See your complete financial picture—and get personalized guidance on what to do next. Mezzi combines an AI financial advisor with net worth tracki" --- # Mezzi Wealth — United States > AI portfolio and tax guidance ![Mezzi Wealth App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/dc/38/92/dc389255-f579-843c-e53b-11b6cc845c38/AppIcon-0-0-1x_U007emarketing-0-8-0-85-220.png/434x0w.png) **Developer:** [StockTalk](https://apptail.io/developer/stocktalk-vtjg) **Category:** Finance **Rating:** 4.7/5 (118 ratings) **Price:** Free **Bundle ID:** com.example.mezziPortfolio **Store:** Apple App Store **Country:** United States **Version:** 1.67.1 (released 2026-11-08) **Original Release:** 2023-11-30 **Languages:** English **App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6449714926) **AppTail Page:** [https://apptail.io/app/mezzi-wealth-lQMp/united-states](https://apptail.io/app/mezzi-wealth-lQMp/united-states) ## Mezzi Wealth Description Mezzi provides elite financial advice for everyone. See your complete financial picture—and get personalized guidance on what to do next. Mezzi combines an AI financial advisor with net worth tracking and investment portfolio analysis across all your accounts. Mezzi goes beyond tracking: it is an SEC-registered investment adviser. Get guidance for investing, tax-aware strategies, and retirement planning without moving your assets or paying fees based on a percentage of your portfolio. START FREE WITH A COMPLETE VIEW Connect unlimited accounts from thousands of U.S. financial institutions. Track your net worth, investment performance, asset allocation, income, and transactions across investments, banking, liabilities, and other assets. Invite a family member, financial advisor, or CPA to collaborate. UNDERSTAND WHAT YOU REALLY OWN Diversification X-Ray looks through the ETFs and mutual funds in your accounts to reveal overlapping holdings, stock and sector concentration, fund fees, and hidden portfolio risk. Compare performance with market benchmarks and see how your investments work together. ASK MEZZI AI Talk to your portfolio in plain English. Ask questions like: • Where are my tax-saving opportunities? • Am I taking more risk than I realize? • When can I retire? • How should I rebalance across my accounts? • Where do my funds overlap? Mezzi’s answers use your connected account data, not a generic example. UPGRADE FOR ONGOING FIDUCIARY GUIDANCE Paid memberships unlock personalized guidance for: • Portfolio rebalancing and asset allocation • Concentration risk and overlapping funds • Investing excess cash and evaluating investments • Tax-loss harvesting and wash-sale monitoring • Tax-aware contribution and withdrawal strategies • Retirement projections, RMDs, and inheritance planning • Multi-year scenarios and proactive AI alerts STAY IN CONTROL Mezzi uses read-only connections and never sees your bank or brokerage credentials. It does not custody your assets, execute trades, or sell your data. You decide whether to act on its guidance. Featured in Bloomberg and Yahoo Finance. Choose the plan that's right for you. ***Advisory Membership: Get answers*** -Unlimited advice for saving on taxes, investing wisely, and planning retirement. -5 active Delegations -Support by video, phone, and email $39/month, or $399/year ***Concierge Membership: Stay ahead*** Everything in Advisory, and: -Unlimited active Delegations -Advanced AI for complex decisions -Quarterly coaching check-ins -Set-up assistance $99/month, or $999/year ***Free Membership: See everything*** -Full net worth view -Connect all assets and liabilities -Collaborate with a family member -Analyze risk with Diversification X-ray -Up to 10 AI insights each month Privacy Policy: Terms of Use: All trademarks are property of their respective owners and do not imply endorsement. IMPORTANT DISCLOSURES Mezzi is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Advisory services are non-discretionary. Mezzi does not execute trades or custody client assets. Investing involves risk, including possible loss of principal, and results are not guaranteed. Past performance does not guarantee future results. Tax-related features provide tax-aware investing guidance, not tax, legal, or accounting advice. Guidance and projections may rely on third-party, incomplete, estimated, or delayed data. Only designated advisory features provide investment advice; informational AI content does not. Certain advisory and AI features require a paid subscription. Mezzi’s services are intended for U.S. persons using the platform for personal financial purposes. Review Mezzi’s Form ADV, Form CRS, Terms of Use, and Privacy Policy for complete information. ## Mezzi Wealth Screenshots - [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/20/4b/d7/204bd7f6-6e0f-90fb-20d7-07c58cc0ecb6/01-all-assets.png/1284x2778.png) - [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/e9/8e/61/e98e6120-b0c2-30d8-108e-7df6b66c21d6/02-answers.png/1284x2778.png) - [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/0f/a8/b0/0fa8b049-8169-9173-0ad1-9526851bb349/03-research-15-percent.png/1284x2778.png) - [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/07/19/55/0719556b-3672-f91f-3132-814ca42e847f/06-retirement.png/1284x2778.png) - [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/1b/4d/1b/1b4d1b88-2440-e80e-1ba9-59d03b288a5b/05-risk-allocation.png/1284x2778.png) - [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/35/9c/5d/359c5d62-e439-d90b-fd99-53da5969dfbf/07-tax-savings.png/1284x2778.png) - [Screenshot 7](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/c8/cc/70/c8cc7046-1af4-3c5c-f344-f1b68c7db7ae/04-proactive-risk-advice.png/1284x2778.png) - [Screenshot 8](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/c3/db/0e/c3db0e45-1dcb-2f1b-b7dd-8238db4eb311/08-family.png/1284x2778.png) - [Screenshot 9](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/53/db/4a/53db4a3a-6c77-2d10-09cb-ee53662a8060/09-security.png/1284x2778.png) ## Mezzi Wealth Rating Breakdown in United States - 5 stars: 104 (88%) - 4 stars: 5 (4%) - 3 stars: 2 (2%) - 2 stars: 1 (1%) - 1 stars: 6 (5%) ## Mezzi Wealth Reviews in United States ### *---- "Login issue" Does not allow login with the username/password which I registered online. Requires me to login with Google or Apple credentials which I don’t want to use for privacy reasons. -- awneaz, 2026-10-09 ### ***** "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. -- LHH Jr, 2026-10-01 ### ***** "Very Impressed!" I’ve been using Mezzi for just a week and I’m very impressed! It has given me the confidence to transition from managing 25% of my retirement portfolio to 100%, saving me a substantial amount of money in AUM fees. It’s comforting to have a “co-pilot” at my side. -- JBK7985, 2026-09-26 ### ***** "Fantastic Product" I’ve used Mezzi for several months now after meeting Manish, the CEO, for lunch in San Francisco. It is a fantastic AI wealth manager that has enabled me to interact in ways that I’ve never been able to with other online wealth management products in the past. It was also a revelation to see exactly how much in specific stock exposure I had through its investment analyzer tool of my index funds. I highly recommend you give Mezzi a try! As disclosure, I decided to invest in Mezzi and partner with Mezzi as an affiliate on Financial Samurai. I only invest and partner with companies I use and believe in. -- Financial Samurai, 2026-09-05 ### ***** "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. -- Daddy-wiz, 2026-08-14 ### ***** "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. -- Rare~reviewer, 2026-08-07 ### ***** "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. -- Waitlossgyrl, 2026-07-31 ### ***** "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. -- IndDoc, 2026-05-24 ### ***** "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. -- john junior jeff 111, 2026-04-30 ### ***** "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!! -- It makes me want to eat oreos, 2026-04-27 [View all Mezzi Wealth reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews) ## Mezzi Wealth In-App Purchases | Item | Price | |------|-------| | Mezzi Premium Annual | $199.00 | | Mezzi Premium | $12.00 | | Mezzi Premium Semi Annual | $119.99 | | Advisory Monthly Subscription | $39.00 | | Mezzi Plus Monthly | $49.00 | | Mezzi Core Monthly | $29.00 | | Advisory Annual Subscription | $399.00 | | Mezzi Core Semi Annual | $179.00 | | Mezzi Plus Annual | $499.00 | | Mezzi Core Annual | $299.00 | | Mezzi White Glove Semi-Annual | $899.00 | | Mezzi Plus Semi-Annual | $299.00 | | Mezzi White Glove Monthly | $149.00 | ## Mezzi Wealth Discovered Keywords - bank - bank app - 8figures ai investment advisor - ai stock monitor - mezzi wealth ## Apps Similar to Mezzi Wealth - [Arta Finance](https://apptail.io/app/arta-finance-IpOj/united-states) - [8FIGURES: Portfolio Tracker](https://apptail.io/app/8figures-portfolio-tracker-ozQo/united-states) - [Fundify: Startup Investing](https://apptail.io/app/fundify-startup-investing-rRPp/united-states) - [Casa Shares](https://apptail.io/app/casa-shares-TePt/united-states) - [Richify AI Financial Wellbeing](https://apptail.io/app/richify-ai-financial-wellbeing-DpPu/united-states) - [Moola Wallet](https://apptail.io/app/moola-wallet-kUZu/united-states) - [Frec: Tax-aware investing](https://apptail.io/app/frec-tax-aware-investing-Rrrv/united-states) - [Nook Earn App](https://apptail.io/app/nook-earn-app-tlxv/united-states) - [Range Finance, Inc.](https://apptail.io/app/range-finance-inc-pWZw/united-states) - [Astor: Invest with AI](https://apptail.io/app/astor-invest-with-ai-HqKy/united-states) --- ## About AppTail [AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. Track your app's performance, discover ranking keywords, monitor competitors, and analyze market trends. - [Search Apps](https://apptail.io) - [Top Charts](https://apptail.io/top-iphone-apps) - [Sign Up for Full Access](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=footer) *Data provided by [AppTail](https://apptail.io) - Mobile App Intelligence Platform*