Mezzi Wealth

Name: Mezzi Wealth
Rating: 4.7 (100 reviews)
Author: StockTalk, Inc

By: StockTalk, Inc

AI portfolio and tax guidance

Features & Capabilities

Mezzi Wealth is a smarter, AI-powered way to build wealth. It securely links hundreds of U.S. brokerages and bank accounts to deliver real-time personalized insights and Mezzi AI Chat, helping you discover tax-saving opportunities and understand where your portfolio may be headed—without moving your accounts.

Mezzi AI guides you to lower costs and smarter allocations: tax optimization, lower-fee ETF suggestions, and automatic rebalancing across all accounts. Members report saving thousands in advisory fees, identifying hidden risks, and gaining time and confidence to grow wealth, with family collaboration and strong privacy.

User Growth & Download Statistics

App Investing AI Data Analytics Privacy & Security

By:

StockTalk, Inc

Rating:

4.70

(100)

Version:

1.57.8 Last updated: 2026-06-03

Version code:

886419437

Creation date:

2023-11-30

Compatible devices:

Size:

98.63MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-07

Compare stats and ranking:

Ranking

# 148,591 ▲ 932

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

StockTalk, Inc

Apple Apps Store

https://apps.apple.com/us/app/mezzi-wealth/id6449714926

Website:

https://www.mezzi.com/

User Reviews

Mezzi Wealth is praised for consolidating many accounts into a single, easily navigable interface with insightful AI-driven analytics and robust support. Users rely on cross-portfolio view, performance comparisons, and risk visibility. However, recurring concerns center on data accuracy and reliability (cost-basis/tax-loss mistakes and data import errors), high price with questions about value, and uneven account aggregation/integration (reliance on Plaid and a weak aggregator).

Pros

Consolidated view across accounts and portfolios with cross-portfolio tracking
Sleek, intuitive UI and easy-to-use interface
AI-driven insights and advanced portfolio tools (X-ray, tax-loss harvesting, rewinds)
Strong customer support and responsiveness
Ability to benchmark performance and monitor risk/concentration across accounts

Cons

Data accuracy and reliability issues (incorrect cost basis and tax-loss suggestions, data import errors, occasional outdated AI reasoning)
High price / value mismatch, perception of overpriced subscription and lack of a free trial
Account aggregation/integration quality varies (bad aggregator; dependence on Plaid can lead to mismatches)

Recent reviews

I’ve been using Mezzi for the last many months. I love how it integrates all my accounts and their investments in one place and gives me details of even hidden exposures that I was not aware of. The developer is adding features at a very fast rate and the app is getting better with each update. I have used many of the app’s suggestions to improve my stock allocations. Customer Service is top notch as well.

by In*****, 2026-05-24

As a recently retired veteran Mezzi has become a key figure in my retirement planning. It’s like have hundreds of planners corroborate on each individual situation necessary for a successful retirement strategy. I use it each day. The strategic value and personal attention have been top notch. Highly recommended for anyone needing financial guidance.

by jo*****, 2026-04-30

I’ve been using Mezzi wealth for about 5 months so far. It’s been an amazing resource. As a self directed investor, I really appreciate the insights it provides. When I have had issues, the support team has been very quick and responsive. The app keeps getting better and better with updates and new features. Keep up the Great work Team Mezzi!!