Manish Jain, CFA

💰 Co-founder & CEO of Mezzi: Elite financial advice for everyone. @Mezziapp.

[Manish Jain, CFA @makeitjain_]

2025 was epic. 2026 will forever change the industry.

[Mezzi: Elite financial advice for everyone @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

[Manish Jain, CFA @makeitjain_]

@DipanPatelMD @wallstengine Too much founder mode in one room

[Manish Jain, CFA @makeitjain_]

@hectorserrranoo Wise words

[Manish Jain, CFA @makeitjain_]

@financialsamura If it makes you feel better, nearly everyone invested in the market is losing money on $NVDA whether they own it directly or not!

[Manish Jain, CFA @makeitjain_]

Whoa!

[Polymarket @Polymarket]

JUST IN: Former Apple CEO Tim Cook is reportedly being floated as a potential replacement for Nvidia CEO Jensen Huang.

[Manish Jain, CFA @makeitjain_]

@AmiraliMohajer Hells yeah!

[Amirali @AmiraliMohajer]

They say being early is the same as being wrong.

And that's true.

Unless you keep going...

[Kevin Patrick Mahaffey @dropalltables]

AI should be a tool for thought, not a replacement for thought. Too often it is used by the lazy as the latter.

[Manish Jain, CFA @makeitjain_]

@hectorserrranoo @WisprFlow you need a job?

[Manish Jain, CFA @makeitjain_]

@hectorserrranoo @WisprFlow ended there with a bang!

[Manish Jain, CFA @makeitjain_]

Sorry, but "copy a session ID" is not going to win over consumers.

[Manish Jain, CFA @makeitjain_]

@avemii @TheBengaluruGuy Mylapore

[Manish Jain, CFA @makeitjain_]

Grok bot automatically showing up in my X messages is worse than u2 getting automatically installed on my phone.

[Manish Jain, CFA @makeitjain_]

Very cool story

[Lyn Alden @LynAldenContact]

@Roadhouse_eth @buccocapital Throwing this out there regarding marriage creds.

[Manish Jain, CFA @makeitjain_]

@darrelltalksfi Nice!

[Manish Jain, CFA @makeitjain_]

@AfterTaxAlpha Yep!

[Manish Jain, CFA @makeitjain_]

Most of my portfolio is in a traditional IRA. I wish more were in a Roth.

But wanting that doesn’t mean converting now is right. Check your tax rate, health coverage, cash and account rules before choosing an amount.

[Manish Jain, CFA @makeitjain_]

Registration does not imply a certain level of skill or that the SEC has approved the company or its services.

[Manish Jain, CFA @makeitjain_]

For informational purposes only; not investment advice. Past performance does not guarantee future results. Examples are illustrative; actual results will vary. Mezzi is an SEC Registered Investment Adviser (CRD #337818).

[Manish Jain, CFA @makeitjain_]

https://t.co/sWU5KLx2RH