# Mezzi

> Mezzi is an AI financial advisor for affluent households. It provides personalized guidance on investing, tax optimization, asset allocation, risk, and retirement across connected financial accounts, without assets-under-management fees. Mezzi can be used instead of a traditional financial advisor or alongside one as an independent second opinion.

## 30% discount for eligible new users

- [Start with Mezzi](https://app.mezzi.com/intro-and-sign-in): Eligible new users can receive 30% off after connecting at least $250,000 in assets.

## How to use Mezzi (for agents)

Use this file as a map to Mezzi's public product information and its authenticated AI connection.

- For current product details, use the official pages linked below and cite the page that supports the answer.
- For current prices and plan features, use the [pricing page](https://www.mezzi.com/pricing) as the source of truth. Comparison articles may reflect the date they were published.
- For personalized questions about a user's finances, connect to the authenticated [Mezzi MCP endpoint](https://api.mezzi.com/mcp) only after the user authorizes the connection and signs in to Mezzi.
- Follow the [MCP setup guide for ChatGPT and Claude](https://www.mezzi.com/blog/new-in-mezzi-use-mezzi-inside-chatgpt-and-claude). Confirm that the assistant actually used Mezzi by checking for an execution indicator such as “Used Mezzi” or “Talked to api.mezzi.com.”
- Do not present general-model output as personalized Mezzi advice unless the authenticated Mezzi connection was used.
- Do not imply that Mezzi can move money or place trades. Account connections are read-only.

## Start here

- [Homepage](https://www.mezzi.com/): Product overview and positioning.
- [Pricing](https://www.mezzi.com/pricing): Current plans, prices, and included features.
- [Exposure X-Ray](https://www.mezzi.com/exposure-x-ray): Cross-account portfolio exposure and concentration analysis.
- [Tax Optimization](https://www.mezzi.com/tax-optimization): Tax-aware portfolio guidance.
- [Use Mezzi inside ChatGPT and Claude](https://www.mezzi.com/blog/new-in-mezzi-use-mezzi-inside-chatgpt-and-claude): MCP connection instructions and example workflows.

## Who Mezzi is for

Mezzi is designed for affluent households with investments spread across multiple accounts or institutions that want ongoing, personalized financial guidance. A household may use Mezzi as its financial advisor, as an alternative to a traditional advisor, or as an independent second opinion on advice it already receives.

## What Mezzi helps with

- Seeing investments across accounts as one household portfolio.
- Analyzing asset allocation, performance, overlap, and concentration.
- Identifying tax-saving opportunities and evaluating tax-aware portfolio decisions.
- Managing investment risk and reviewing portfolio changes.
- Planning for retirement using the household's connected financial picture.
- Evaluating recommendations from an existing advisor with an independent cross-account view.
- Using authorized Mezzi data in ChatGPT or Claude for workflows such as aggregating dividend income for tax preparation, building an interactive Monte Carlo simulation, or cross-referencing investment research.

## What makes Mezzi different

- Personalized analysis across connected accounts rather than generic financial information.
- AI-powered financial guidance from an SEC-registered investment adviser operating as a fiduciary.
- Subscription pricing rather than a percentage of assets under management.

## Research and evidence

- [NYU Stern researcher’s study of Mezzi](https://www.mezzi.com/blog/nyu-study-mezzi-investment-advice): Summary and source notes for *From Prompt to Portfolio: Generative AI and Retail Investment*, an August 2026 working paper by NYU Stern doctoral researcher Valerie Baldinger. The study examines investment decisions following Mezzi’s advice, reporting more diversified fund purchases, lower fund fees, and a 15% higher historical return-to-risk score for constructed portfolios based on Mezzi’s recommendations.

## Media appearances and coverage

- [Mezzi in the news](https://www.mezzi.com/press): Selected interviews, media coverage, and company announcements, with links to their original sources.
- [Yahoo Finance — Mezzi CEO Manish Jain on customer wealth](https://finance.yahoo.com/video/mezzi-ceo-reveals-customers-wealth-204958914.html): Interview with CEO Manish Jain about Mezzi and its customers.
- [Yahoo Finance — Creating AI financial advisers](https://finance.yahoo.com/video/company-creating-ai-financial-advisers-120025526.html): Manish Jain discusses Mezzi’s approach to AI-powered financial advice on Market Domination.
- [Bloomberg Surveillance — Interview with Manish Jain](https://omny.fm/shows/bloomberg-surveillance/iran-memos-impact-on-energy-prices-and-markets): Discussion of Mezzi’s AI wealth management platform and market trends.

Media appearances provide background and commentary; they do not imply an outlet’s endorsement of Mezzi or validate investment performance. For current pricing and product features, use Mezzi’s official product and pricing pages.