Mezzi: Modern Wealth Management @MezziApp

💰 Mezzi is a new way to build wealth with AI. Access insights previously reserved for those with expensive advisors. Boost returns, save on taxes and fees. 🚀 mezzi.com San Francisco Bay Area Joined June 2021

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Mezzi: Modern Wealth Management @MezziApp

3 weeks ago

Just getting started.

Manish Jain @makeitjain_

3 weeks ago

Just getting started.

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Dividend Hero @HeroDividend

a month ago

@DividendGrowth @MezziApp @gainify_io @DividendWealth_

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🦷 The Smile Investor 🦷 @TinyToothDDS

a month ago

What was your top performing stock this week? @MezziApp $META

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🦷 The Smile Investor 🦷 @TinyToothDDS

a month ago

What a fantastic feature @MezziApp provides with its app! An email notification letting me know my $HOOD position is close to being classified for long-term capital gains if I wait to sell. Truly a great, well thought out financial app!

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Neil Winward @NeilWinward

2 months ago

@makeitjain_ @MezziApp Mezzi is a great partner. Manish will help you figure things out. This is exactly the mission of my Fearless Investor community, where I am happy to partner with Mezzi as an important resource. If you want to learn more, check out neil-winward.kit.com/community

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Manish Jain @makeitjain_

2 months ago

"I'm ready to fire my advisor. But my partner isn’t." A new @MezziApp member told me this last week. They’re paying $10,000/year in fees. They’d rather manage their wealth themselves—especially now that they’ve seen what Mezzi can do. But their partner is still hesitant. And…

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Geoff Bruskin @geoffbruskin

3 months ago

AI is not replacing financial advisors, but it is compressing the value chain. Tools like @MezziApp and @portfoliopilot can't exactly compete with top advisors. But what they can do is strip out the bottom third of what many advisors still spend time on. Portfolio…

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Mezzi: Modern Wealth Management @MezziApp

3 months ago

The San Francisco Chronicle highlighted the rise of artificial intelligence in wealth management, and we’re proud to see Mezzi featured for our role in making personal wealth management more accessible and proactive for everyone. Thank you, @KellieHwang, for including Mezzi in…

San Francisco Chronicle @sfchronicle

3 months ago

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Manish Jain @makeitjain_

4 months ago

I recently spoke with @NeilWinward about personal wealth management and @MezziApp. It's refreshing to come across others like Neil that have worked on Wall Street and are now on a mission to demystify what it takes to manage your wealth independently. I recommend you check out…

Neil Winward @NeilWinward

4 months ago

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Mezzi: Modern Wealth Management @MezziApp

4 months ago

Got dry powder? Evaluate investment opportunities in seconds with Mezzi Ai.

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From Growth To Value @FromValue

4 months ago

I'm old enough to remember that 'no one was going to put their credit card on that thing called the internet' so $AMZN was definitely toast. 😂

SMB Attorney @SMB_Attorney

4 months ago

I'm old enough to remember that 'no one was going to put their credit card on that thing called the internet' so $AMZN was definitely toast. 😂

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Mezzi: Modern Wealth Management @MezziApp

4 months ago

Everyone needs a plan, and it shouldn't cost a fortune. A financial plan helps you figure out if you can achieve your goals like: - dream home - paying for your kids' college education - retiring early With Mezzi, build a comprehensive financial plan in seconds (and for free).

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Mezzi: Modern Wealth Management @MezziApp

4 months ago

Is your portfolio more complex than it needs to be? Mezzi AI can find overlapping ETFs, duplicated tech stocks, and inefficiencies across multiple accounts. Let Mezzi help you simplify and optimize.