Mezzi: Modern Wealth Management

💰 Mezzi is a new way to build wealth with AI fiduciary advice and insights. Access insights previously reserved for those with expensive advisors. 🚀

[Mezzi: Modern Wealth Management @MezziApp]

📱New feature drop! AI insights everywhere

Get instant portfolio analysis wherever you need it:

• Tap the AI icon on any card for real-time insights
• Access contextual analysis across your entire portfolio
• Get personalized recommendations based on your holdings
• Understand market impacts on your investments
• Uncover hidden portfolio risks & opportunities

[Manish Jain, CFA @makeitjain_]

You earn too much to take advantage.

That's when you start hearing about the backdoor Roth IRA.

Beware of this potential tax trap before you proceed.

[Manish Jain, CFA @makeitjain_]

Thanks for the discussion about @MezziApp and AI @ptsweeney and @business!

[Mezzi: Modern Wealth Management @MezziApp]

Mezzi co-founder and CEO Manish Jain will be joining Bloomberg tomorrow morning at 8:40 am ET.

Tune in to the livestream on Youtube: https://t.co/qSWqd3NgyG

[Manish Jain, CFA @makeitjain_]

https://t.co/nJRp5Xt8dI

[Mezzi: Modern Wealth Management @MezziApp]

What a huge day for earnings! 📊

4 of the MAG-7 companies reported today. $META $AMZN $MSFT $GOOGL

Do you know that you probably have exposure to one of these companies, whether you realize it or not?

If you own $VOO, $QQQ, or $SPY, you're holding Apple, Microsoft, Nvidia, and the rest of the Magnificent 7.

These seven stocks make up over 30% of the S&P 500.

So if you own broad market ETFs, your portfolio's performance is heavily tied to these earnings results.

Most people don't realize how concentrated their exposure really is.

Mezzi's X-Ray feature breaks down your true holdings across every ETF and mutual fund in your portfolio.

You can see exactly how much exposure you have to individual stocks, sectors, and market caps — across all your accounts.

No spreadsheets. No guesswork. Just clarity on what you actually own. 💡

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This content is for informational purposes only and does not constitute investment advice.

Portfolio concentration and exposure levels depend on individual holdings.

Mezzi is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.

[Manish Jain, CFA @makeitjain_]

I'm hosting a Mezzi 101 webinar in 80 minutes.

Easiest way to see if @MezziApp is a fit for you.

Only 30 minutes.

Register here:
https://t.co/YEsILt4uZ4

[Mezzi: Modern Wealth Management @MezziApp]

Most financial advisors can't tax-loss harvest across all your accounts.

They only see what's under their management or they don't have the tools to proactively look across all your accounts.

Mezzi tracks everything — your brokerage, 401(k), crypto, bank accounts — and surfaces TLH opportunities across your entire portfolio.

You get better insight than most advisors offer. 💡

No AUM fees. No limited visibility. Just comprehensive guidance when you need it.

Try Mezzi and see what you've been missing.

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Required Disclosures:
This content is for informational purposes only and does not constitute tax or investment advice.
Tax-loss harvesting effectiveness depends on individual circumstances and is not guaranteed.
Tax laws are subject to change and may affect outcomes.
Mezzi is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.

[Mezzi: Modern Wealth Management @MezziApp]

Trump account vs. 529 vs. custodial account vs. Roth IRA for a child, etc. What's the best move for you? For your personal situation?

[Manish Jain, CFA @makeitjain_]

https://t.co/XjvnmmeCKZ

[Mezzi: Modern Wealth Management @MezziApp]

There's still time!

[Manish Jain, CFA @makeitjain_]

You'll start your day on Monday and get consumed with work. But know there might be one thing you could do in the next 72 hours that could help you save thousands, maybe tens of thousands, maybe even hundreds of thousands. I've given you a simple breakdown:

[Mezzi: Modern Wealth Management @MezziApp]

You deserve a financial advisor that reads all the news for you

🚀 One more major new feature today!

🌐 Web search supercharges Mezzi's AI

Ask about the Iran war, tariff announcements, 2026 tax changes, or analyst downgrades on your stocks — and get answers personalized to your portfolio pulled from live data, not outdated training cuts.

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Required Disclosures:
This content is for informational purposes only and does not constitute investment advice.
Features described may not be suitable for all users.
Mezzi is an SEC-registered investment adviser; registration does not imply a certain level of skill or training

[Mezzi: Modern Wealth Management @MezziApp]

🚀 Mezzi's X-Ray capability is one of our most popular features and we just shipped a major update.

If you own an ETF or mutual fund, you probably have hidden risk in your portfolio.

ETFs hold hundreds or even thousands of individual holdings. So, if you own $NVDA plus $VOO plus $QQQ you could have meaningfully more exposure to technology than you realized.

X-Ray allows you to understand your true exposure to any sector, to small cap vs. large cap, etc.

Understanding your portfolio allocation has generally been extremely hard, given the amount of data involved.

And in Mezzi, this works across every account - in total or at the account level.

This is institutional-grade insight for anyone seeking financial advice, without having to work with a traditional financial advisor.

Required Disclosures:
This content is for informational purposes only and does not constitute investment advice.
Features described may not be suitable for all users.
Mezzi is an SEC-registered investment adviser; registration does not imply a certain level of skill or training

[Mezzi: Modern Wealth Management @MezziApp]

Check out the full podcast with Mezzi CEO Manish Jain here: https://t.co/maIpUFKvOE

[Mezzi: Modern Wealth Management @MezziApp]

Most people assume their financial advisor is an investment expert.

That’s not always true.

Products get pushed.
Fees stay high.
Performance? Depends on the products they choose.

Even hedge funds often underperform.

So it’s worth asking:

Are you getting real expertise or just being sold into products?

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Disclosures
- This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.
- Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied.

[Mezzi: Modern Wealth Management @MezziApp]

ChatGPT and similar tools can answer personal finance questions, but they aren't fiduciaries.

What this article misses: AI platforms can deliver fiduciary-level advice when built with proper oversight and licensed professionals.

That's exactly how Mezzi works.

https://t.co/lhAD5DULq1

Disclosures:
This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.
Users should not rely solely on AI-driven tools for financial decision-making.
Registration does not imply a certain level of skill or that the SEC has approved the company or its services.

[Mezzi: Modern Wealth Management @MezziApp]

Tax-loss harvesting sounds complex, but here’s a quick explanation:

You sell investments at a loss to offset gains, which may reduce your tax bill. Then you can reinvest in similar assets to maintain portfolio exposure.

Many people only do this once a year, often in December.

Mezzi offers tools that can help monitor your portfolio on a daily basis.

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Required Disclosures:
This post is for informational purposes only and does not constitute investment or tax advice.
Tax-loss harvesting effectiveness depends on individual circumstances and is not guaranteed.
Tax laws are subject to change and may affect outcomes.

[Mezzi: Modern Wealth Management @MezziApp]

Check out the rest of the podcast here: https://t.co/4JojYshExG

[Mezzi: Modern Wealth Management @MezziApp]

Most AI breaks the second accuracy matters.

Finance is where that gets dangerous.

If your AI is working off stale data or guessing numbers,
it’s not smart—it’s a risk.

The real edge isn’t the model.

It’s the data infrastructure behind it.

Trust the stack, not the demo.

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Disclosures:
- This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.
- Users should not rely solely on AI-driven tools for financial decision-making.

[Mezzi: Modern Wealth Management @MezziApp]

Mezzi's CEO Manish Jain joined @joshuahlipton of @YahooFinance to discuss AI and personalized financial advice.

They discussed the industry, how people are using AI to manage their wealth, and how Mezzi fits into the picture.

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Registration does not imply a certain level of skill or that the SEC has approved the company or its services. The use of artificial intelligence and algorithmic tools does not guarantee investment results. These tools are subject to limitations, errors, and market conditions that may affect performance. This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied. Users should not rely solely on AI-driven tools for financial decision-making.

[Mezzi: Modern Wealth Management @MezziApp]

"Large language models (LLMs) are really good at natural language, but if you could look at all the benchmarking, they're not great at math."

Mezzi's CEO on Bloomberg Radio

https://t.co/y4duzde1xP

[Mezzi: Modern Wealth Management @MezziApp]

We crunched numbers. 20,000 hours saved in 2025.

2025 was an epic year for @Mezziapp.

In the past 12 months, Mezzi evolved from a portfolio tracker into an AI-powered wealth platform that helps you manage your wealth without handing over your assets to a stranger.

We consistently hear from our Members that they feel more educated, more in control, and have greater peace of mind with Mezzi. And they accomplish all of that while:

✅ Saving time—nearly 20,000 hours saved in 2025
✅ Getting AI insights for all their accounts whenever they need it
✅ Keeping control of billions in collective assets without handing them over to a stranger

Here’s the 2025 recap:

🤖 Mezzi AI got more personal
You can now tailor Mezzi AI with goals, retirement plans, and investing preferences for more relevant answers.

We’ve also expanded model options (including Gemini 3 and GPT-5.2) and meaningfully improved the accuracy of Mezzi AI.

I've personally been using the Gemini 3 models for complex questions about portfolio rebalancing, and it's been incredible to see how much more nuanced the answers have become.

💻 Mezzi on the web
We launched the desktop web app so you can review and act from a bigger screen.

Expect major web improvements in early 2026.

🏠 Full net worth coverage
Your net worth isn't just your brokerage accounts. We added support for real estate, vehicles, and loans.

Plus, manual entry or AI document scan for assets that don't link automatically (like that rental property or your art collection).

₿ Crypto
We introduced support for live tracking of crypto portfolios—connect Coinbase, Kraken, Robinhood Crypto, and more through Snaptrade.

🏦 Expanded brokerage and bank support
We expanded coverage through Snaptrade and Plaid.

In 2026, we'll be adding additional aggregation partners to broaden support beyond the thousands of financial institutions already supported.

👥 Collaboration
Collaborators can have their own AI conversations. Great if you and a partner have different perspectives on managing finances—Mezzi AI can be a helpful mediator when you disagree on whether to sell that Tesla position.

🔗 Mezzi MCP
You can now access Mezzi directly in ChatGPT.

📊 Data improvements
We did extensive work to improve data accuracy across Mezzi.

This powers everything from flexible asset allocation views to tax optimization to real-time stock prices—making Mezzi AI more reliable than ever.

📞 Member calls
Best of all, our team has held calls with the majority of our members. It's been wonderful to meet you all and determine how Mezzi can immediately address your needs.

We're looking forward to thousands of these calls in 2026. Sign up for one today!

We've got some exciting things in the works in the next couple of months (and yes, we're holding back some surprises):

More proactive prompts for taxes, drift/rebalancing, and retirement checkpoints

*Deeper personalization so guidance reflects more of your full picture
*Voice so you can talk to Mezzi, not just type
*Upload files to Mezzi
*Backfilling transaction history