Mezzi Wealth

Name: Mezzi Wealth
Rating: 4.7 (103 reviews)
Author: StockTalk, Inc

by StockTalk, Inc

iPhone

Active Last checked 6 Aug 2026

App Store ↗

Quick verdict

What it is: Store information collected; independent summary not yet available.
At a glance: From $16.58/mo
Free to download
In-app purchases

Categories and search queries

Official categories

Finance

AppCorpus categories

Finance

Key functions

Function	Availability	Access	Scope	Evidence
Free app	Yes	Free	—	Store published
In-app purchases	Yes	Limited free	—	Store published

Screens

App Store

10 store screenshots

Pricing & paywalls

App Store

Mezzi Premium Annual — $199.00/year ($16.58/mo)
Mezzi Premium Annual — $12.00
Mezzi Core Monthly — $29.00/month
Mezzi Core Monthly — $299.00/year ($24.91/mo)
Mezzi Plus Monthly — $49.00/month
Mezzi Plus Monthly — $499.00/year ($41.58/mo)
Mezzi White Glove Monthly — $149.00/month
Mezzi Core Semi Annual — $179.00
Mezzi Plus Semi-Annual — $299.00
Mezzi Premium Semi Annual — $119.99

Last verified 6 Aug 2026

Ratings & reviews

App Store

4.7 103 ratings · App Store

5/5Great app
I’ve been using this app for a few months now. I have several different accounts and it’s pain to manage my exposure. But when Mezzi I see all my risk and concentration and can make changes to my portfolio. The interface is sleek and easy to navigate. Highly recommend you to download and try it, you won’t be disappointed.

Hastyle200912 · 6 Aug 2026
5/5New user
I have found this app to be extremely useful. Having everything from brokerage accounts, 401ks, to 529s all under one platform makes evaluating your personal finances a breeze. User interface is clean and organized. Response time from management is very prompt. Couldn’t say enough good things about this app/platform!

Newly minted millionaire · 6 Aug 2026
5/5Great app for tracking investment and gain insights through generative AI
Mezzi is a great app for helping me keep all my investments and different accounts in one place for tracking and gain insights. The UI is smooth and beautiful. Great customer support along the way. The advanced features like X-rays to find hidden holdings, expense ratio comparisons for similar ETFs, tax loss harvesting strategies and more AI insights have been helping me gain more understanding of my portfolio too. Highly recommended.

Emma0123Z · 6 Aug 2026
5/5Great Insights
A smart alternative to just opening your brokerage statement and going “huh?” Mezzi not only aggregates all your investment and bank accounts, it gives you insights on what you’re invested in and whether you could be doing better. Wonder if your direct investments overlap with the ETFs you own? Mezzi will tell you. Want to know if the overseas investment ETF is exposed to currency movements or is hedged? Ask Mezzi’s AI tool and, if you are don’t like the answer, ask if there’s another investment that might do a better job of hedging. I did, and there was. This is just the start of the journey Mezzi can help you take to a better investing future.

MacroMashup · 6 Aug 2026
2/5Promising Idea, Meh Realization
The core promise is to put automated insights and tailored AI to use by giving it access to your accounts. And while it technically does all that, the execution is wholly underwhelming. Account integration relies on their partners (e.g., Plaid) working well with your financial institution. The insights are entertaining but ultimately shallow, big on wordy responses but with little substance on actionable steps, oftentimes focusing on a few funds rather than the totality of the account. Rationales can be hit or miss, with some referring to old data - I've gotten advice that was assuming the year is still 2024, an absolute no-go. But ultimately the biggest letdown is with the AI models, which use old ChatGPT4 versions and either don't go deep enough or spend upwards of 5 minutes "reasoning". The interaction requires a lot of trial and error to shape the prompts, which becomes exhausting. I want financial advice with AI automation that is largely preemptive and guided. What I got was old ChatGPT with a few prepared prompts that can RAG in my statements. I can probably get more for $200/year by just subscribing to ChatGPT Pro and dumping CSV account statements into the context or, heck, writing a small MCP harness to make them accessible like an AI native tool. Overall promising but just not worth the price asked.

MatzEffect · 6 Aug 2026

Privacy & accessibility

App Store

Privacy

Data Linked to You — Analytics — Contact Info — Email Address Developer declared
Data Linked to You — Analytics — Diagnostics — Crash Data Developer declared
Data Linked to You — Analytics — Diagnostics — Performance Data Developer declared
Data Linked to You — Analytics — Financial Info — Other Financial Info Developer declared
Data Linked to You — Analytics — Identifiers — Device ID Developer declared
Data Linked to You — Analytics — Identifiers — User ID Developer declared
Data Linked to You — Analytics — Location — Coarse Location Developer declared
Data Linked to You — Analytics — Usage Data — Product Interaction Developer declared
Data Linked to You — App Functionality — Contact Info — Email Address Developer declared
Data Linked to You — App Functionality — Diagnostics — Crash Data Developer declared
Data Linked to You — App Functionality — Diagnostics — Performance Data Developer declared
Data Linked to You — App Functionality — Financial Info — Other Financial Info Developer declared
Data Linked to You — App Functionality — Identifiers — User ID Developer declared
Data Linked to You — App Functionality — Usage Data — Product Interaction Developer declared
Data Linked to You — Product Personalization — Contact Info — Email Address Developer declared
Data Linked to You — Product Personalization — Contact Info — Name Developer declared
Data Linked to You — Product Personalization — Financial Info — Other Financial Info Developer declared
Data Linked to You — Product Personalization — Identifiers — User ID Developer declared
Data Linked to You — Product Personalization — Usage Data — Product Interaction Developer declared
Data Linked to You — Contact Info Developer declared
Data Linked to You — Diagnostics Developer declared
Data Linked to You — Financial Info Developer declared
Data Linked to You — Identifiers Developer declared
Data Linked to You — Location Developer declared
Data Linked to You — Usage Data Developer declared

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Accessibility

No accessibility labels collected yet.

Versions

App Store

1.54.15
User interface enhnacements for Research Assistant and Mezzi Advisor.
1.55.1
Updated prices New rates will allow us to deliver more value to all customers as we build the next generation of wealth management: Core — $299/year (or $179 semi-annually) Mezzi Advisor for AI fiduciary advice, unlimited AI analysis, and our Research Assistant 24/7 monitoring, tax optimization, and risk/allocation insights across all accounts Standard AI model (the $199/year base membership offered today also gets you access to the advanced AI models included Plus) Plus — $499/year (or $299 semi-annually) Everything in Core Choice of AI model, including advanced reasoning models Deep Thinking for more complex planning, deeper analysis, and longer-form reasoning Priority support by text, email, and phone Early access to new features White Glove — $1,499/year (or $899 semi-annually) Everything in Plus Hands-on AI support, including unlimited calls with our team
1.55.2
Bug fixes and enhancements.
1.55.3
Bug fixes and enhancements.
1.55.4
Stay in control of your portfolio connections and conversations. This update brings manual refresh controls so you can pull the latest data from your linked brokers on demand. You can now delete past AI chats to keep your history tidy. We've also improved AI model accuracy and made the subscription management screen clearer — your current plan and its benefits are now easy to find.
1.55.6
Bug fixes and enhancements
1.55.8
AI Chat enhancements
1.56.10
Bug fixes and enhancements.
1.56.16
***Custom AI notifications—in Beta*** Set up notification rules within Mezzi's AI Chat like "tell me when my tech allocation exceeds 40%" or "notify me when I have over $5K in idle cash," and get a push notification and email when they trigger. Plus, bug fixes and performance improvements.
1.56.2
Bug fixes and enhancements
1.56.20
You can now click into an allocation to see the underlying detail. Plus, bug fixes and enhancements.
1.56.4
***Updates to Exposure X-Ray, Enhanced AI Chat*** Exposure X-Ray: We're bringing X-Ray to the Allocation page: See your true sector and asset exposure through ETFs and mutual funds directly in the Allocation detail view. For example, now understand your true exposure to technology including what sits inside your ETFs. This data is also accessible via AI Chat queries. AI Chat: Responses are even better with built in web search. See how the latest IRS changes or geopolitical issues are impacting your portfolio. Plus, we've enhanced the AI Chat experience on iOS with haptic feedback and created a more responsive sign-up and onboarding experience on web and mobile. We've also made various bug fixes and performance improvements.
1.56.7
Bug fixes and enhancements.
1.57.3
*** Updated Web Chat Experience *** We've updated navigation with the chat. You can make it full screen or keep it docked on the right of the page, enabling easier navigation of the rest of the Mezzi application. *** Enhancements and bug fixes *** Fix: Chat responses getting stuck in some situations Fix: Various stability improvements
1.57.4
Bug fixes and enhancements.
1.57.5
Bug fixes and enhancements.
1.57.8
Bug fixes and enhancements
1.58.15
*** See your portfolio's growth in one place. *** -We've consolidated your historical balance and performance charts on the Portfolio tab. Track how your wealth has grown over time and benchmark it against the market—all in a single view. In the near future, we will add a visualization of net worth over time. -Plus, bug fixes and performance improvements.
1.58.4
Bug fixes and enhancements.
1.58.6
*** New Monthly Membership *** Core: $29/mo Plus: $49/mo White Glove $149/mo
1.58.7
Clearer communication of personalized financial advice through AI conversations.
1.58.9
A more proactive Mezzi: Enhanced proactive recommendations and insights on Home
1.59.3
Meet the new Free plan. Track your whole financial picture at no cost: - See your entire net worth in one place - Connect unlimited accounts - Allocation overview & dividend tracking - A first look at Mezzi's AI - Plus connect your favorite AI assistant (ChatGPT, Claude, etc.) with MCP Upgrade any time for your always-on AI wealth team: tax and retirement guidance, building or rebalancing a portfolio, and custom alerts.
1.59.5
*** A more detailed Portfolio tab *** Now, richer detail, including the ability to sort for more information. Trade History — a cleaner overview plus a rebuilt detail page, with the ability to sort your positions. Top Movers — a fresh overview and a holdings breakdown you can sort by time period and more Stock Details — a new performance chart on every stock's page Plus, we brought back the daily change to your initial balance chart.
1.60.5 · 28 Jul 2026
***A new Home, built around conversation*** Most Members open Mezzi with a question already in mind or the desire to revisit a prior conversation. On web, we’ve moved conversations with Mezzi front and center. Home will continue to be the place to see proactive insights, as well as all of your saved insights. ***Portfolio is now Net Worth*** -See everything you own and dive into all the details. Every account and asset is a click away -Net worth history -Performance tracking and benchmarking -History and transactions for your brokerage and bank accounts ***New: Diversification*** Mezzi's advice accounts for your true risk with a deep dive into your allocation. On the Net Worth tab, you'll find Diversification X-ray, replacing Allocation and Concentration views. It covers your allocation from multiple angles — from how much of your wealth sits in stocks, bonds, and real estate, through to how much sits in technology versus energy stocks. ***Updated Trade History and Top Movers*** Now you can filter and sort all your trades or positions for greater visibility. ***New: Beyond the Portfolio*** View all the transactions in your checking, savings, and credit card accounts.

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Alternatives

Astor: AI Investment Advisor — Same category + similar ratings
8FIGURES AI Investment Advisor — Same category + similar ratings
Arta Finance — Same category + similar ratings

Availability by market

Data quality & evidence

Page completeness: Live store listing
Last verified: 6 Aug 2026
Sources: App Store

Independent summary has not been published yet.

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          "author": "Newly minted millionaire",
          "date": "6 Aug 2026"
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          "body": "Mezzi is a great app for helping me keep all my investments and different accounts in one place for tracking and gain insights. The UI is smooth and beautiful. Great customer support along the way. The advanced features like X-rays to find hidden holdings, expense ratio comparisons for similar ETFs, tax loss harvesting strategies and more AI insights have been helping me gain more understanding of my portfolio too. Highly recommended.",
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      "notes": "Updated prices New rates will allow us to deliver more value to all customers as we build the next generation of wealth management: Core — $299/year (or $179 semi-annually) Mezzi Advisor for AI fiduciary advice, unlimited AI analysis, and our Research Assistant 24/7 monitoring, tax optimization, and risk/allocation insights across all accounts Standard AI model (the $199/year base membership offered today also gets you access to the advanced AI models included Plus) Plus — $499/year (or $299 semi-annually) Everything in Core Choice of AI model, including advanced reasoning models Deep Thinking for more complex planning, deeper analysis, and longer-form reasoning Priority support by text, email, and phone Early access to new features White Glove — $1,499/year (or $899 semi-annually) Everything in Plus Hands-on AI support, including unlimited calls with our team"
    },
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      "version": "1.55.2",
      "released_at": null,
      "notes": "Bug fixes and enhancements."
    },
    {
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      "released_at": null,
      "notes": "Bug fixes and enhancements."
    },
    {
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      "version": "1.55.4",
      "released_at": null,
      "notes": "Stay in control of your portfolio connections and conversations. This update brings manual refresh controls so you can pull the latest data from your linked brokers on demand. You can now delete past AI chats to keep your history tidy. We've also improved AI model accuracy and made the subscription management screen clearer — your current plan and its benefits are now easy to find."
    },
    {
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      "version": "1.55.6",
      "released_at": null,
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      "version": "1.55.8",
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    {
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      "version": "1.56.10",
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      "notes": "Bug fixes and enhancements."
    },
    {
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      "version": "1.56.16",
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      "notes": "***Custom AI notifications—in Beta*** Set up notification rules within Mezzi's AI Chat like \"tell me when my tech allocation exceeds 40%\" or \"notify me when I have over $5K in idle cash,\" and get a push notification and email when they trigger. Plus, bug fixes and performance improvements."
    },
    {
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      "released_at": null,
      "notes": "Bug fixes and enhancements"
    },
    {
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      "version": "1.56.20",
      "released_at": null,
      "notes": "You can now click into an allocation to see the underlying detail. Plus, bug fixes and enhancements."
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      "version": "1.56.4",
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      "notes": "***Updates to Exposure X-Ray, Enhanced AI Chat*** Exposure X-Ray: We're bringing X-Ray to the Allocation page: See your true sector and asset exposure through ETFs and mutual funds directly in the Allocation detail view. For example, now understand your true exposure to technology including what sits inside your ETFs. This data is also accessible via AI Chat queries. AI Chat: Responses are even better with built in web search. See how the latest IRS changes or geopolitical issues are impacting your portfolio. Plus, we've enhanced the AI Chat experience on iOS with haptic feedback and created a more responsive sign-up and onboarding experience on web and mobile. We've also made various bug fixes and performance improvements."
    },
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      "version": "1.56.7",
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      "notes": "Bug fixes and enhancements."
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      "notes": "*** Updated Web Chat Experience *** We've updated navigation with the chat. You can make it full screen or keep it docked on the right of the page, enabling easier navigation of the rest of the Mezzi application. *** Enhancements and bug fixes *** Fix: Chat responses getting stuck in some situations Fix: Various stability improvements"
    },
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      "store": "apple",
      "version": "1.57.4",
      "released_at": null,
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      "version": "1.57.5",
      "released_at": null,
      "notes": "Bug fixes and enhancements."
    },
    {
      "store": "apple",
      "version": "1.57.8",
      "released_at": null,
      "notes": "Bug fixes and enhancements"
    },
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      "store": "apple",
      "version": "1.58.15",
      "released_at": null,
      "notes": "*** See your portfolio's growth in one place. *** -We've consolidated your historical balance and performance charts on the Portfolio tab. Track how your wealth has grown over time and benchmark it against the market—all in a single view. In the near future, we will add a visualization of net worth over time. -Plus, bug fixes and performance improvements."
    },
    {
      "store": "apple",
      "version": "1.58.4",
      "released_at": null,
      "notes": "Bug fixes and enhancements."
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      "version": "1.58.6",
      "released_at": null,
      "notes": "*** New Monthly Membership *** Core: $29/mo Plus: $49/mo White Glove $149/mo"
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      "reason": "Same category + similar ratings"
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      "name": "Arta Finance",
      "url": "https://appcorpus.com/apps/arta-finance-1666186495",
      "reason": "Same category + similar ratings"
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