Mezzi

Mezzi is a cutting-edge financial platform that consolidates all your investment accounts into a single dashboard. It connects to Schwab, Fidelity, Robinhood, and more for complete portfolio visibility. Using AI, it uncovers hidden fees and tax-saving strategies tailored to your investments. Mezzi offers wash sale alerts and portfolio rebalancing suggestions. This saves users both time and money, while helping them grow wealth independently. Security is paramount, with integrations handled through trusted providers such as Plaid and Finicity. The setup is fast, giving you powerful financial insights in minutes.

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