Mezzi
AI wealth app for self-directed investors, SEC-registered adviser
Mezzi offers an AI wealth management app that aggregates accounts and provides guidance on retirement, tax strategy and investments for self-directed investors. It is an SEC-registered investment adviser and sells a subscription concierge tier for ongoing monitoring.
GAII take
Targets advisor fees with AI-guided DIY; limited disclosed funding and crowded consumer space.
Targets advisor fees with AI-guided DIY; limited disclosed funding and crowded consumer space.
- Website
- mezzi.com
- Headquarters
- North America
- Company type
- Startup
- Status
- Active
- Founders
- Manish Jain
- Buyer
- Retail investors
- Asset class
- Multi-asset
- Workflow
- Portfolio constructionRisk & monitoring
- Ai capability
- Agents & automationGenerative content
- Delivery
- SaaS application
GAII ID GAII-T0287 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.