Mezzi

Mezzi starts free. The money management platform uses AI to help you cut taxes and fees and build wealth across all your accounts.

As an AI finance tool, Mezzi pulls your accounts into consolidated wealth views with smart groupings and insights, and you can invite a partner, a financial advisor or a CPA to look at the same picture.

The free plan covers tracking and includes a free trial of Premium.

Premium costs $199 a year and adds real-time AI prompts for building wealth, unlimited questions to the AI Chat, a scan for hidden risk across accounts and performance analysis.

Mezzi says it surfaces over $1,000 in annual tax and fee savings on average, which is its own claim, so think of it as a rough guide rather than a promise.

The free tier is enough to see whether the account views are useful before you pay.