The company prioritizes user privacy and data security, promising never to sell user data to third parties and limiting account access to read-only. Mezzi operates on a paid plan model, which allows it to offer an ad-free experience and keep all user data private. The platform has received positive reviews from users who appreciate its help in making smarter investment decisions, evaluating trades, avoiding unnecessary taxes, and saving time in managing multiple accounts.
Key takeaways:
- Mezzi is a new wealth-building platform that provides insights usually reserved for those with expensive wealth advisors.
- It allows users to keep all of their investment accounts in one place and provides personalized steps to save on capital gains taxes, reduce fund fees, increase passive income, and optimize portfolio allocation.
- Mezzi's AI-powered suggestions help manage investment taxes, rebalance allocations, and suggest less expensive funds with similar exposure.
- Mezzi prioritizes user privacy and data security, promising never to sell user data to third parties. It offers an ad-free experience and limits account access to read-only.