Mezzi: Modern Wealth Management

📱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

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. *** 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.

Check out the rest of the podcast here: youtu.be/TyVhWesFsMk?si…

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. --- 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'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. ------ 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.

"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 youtube.com/watch?v=3I_Uu5…

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

🎄 Merry Christmas from the Mezzi family to yours!

Gemini 3 Pro Best when you want deeper reasoning + longer answers: -Roth conversion considerations -planning based on your accounts + goals -rebalancing scenarios (90/10 → 70/30) -growth vs value mix Try the new models in Mezzi AI Chat. Which one do you like most?

Quick guide: Gemini 3 Flash (default) Fast + great for everyday portfolio questions: -performance comparisons (Nvidia vs Apple) -tech exposure -asset allocation -tax-loss harvesting checks

Gemini 3 is 🔥 Mezzi AI Chat now includes Gemini 3 (Flash + Pro) and GPT-5.2 on both web and mobile. Flash = fast Pro = deep 5.2 = upgraded GPT option

Big update coming tomorrow!

We just wrapped a 5-day tax playbook. Here’s the entire framework. End to end, in one thread. 🧵👇

Did you see Day 1 of our Year-End Tax Playbook? Here it is in case you missed it. 🧵👇

Most people will pay more taxes than they need to this year. Not because they did anything wrong—but because no one taught them the moves wealthy families make in December. So this week, we released a free 6-day tax-saving course that walks you through the playbook many financial advisors use. Here’s what’s inside 👇

@FromValue So provocative!

Open AI is the AI equivalent of Yahoo!

We’re proud to share that @MezziApp is a finalist for the @Benzinga Capital Conference: Fintech Day & Awards 🎉 This recognition highlights the work our team does every day to help members take control of their wealth. The future of wealth management is transparent, intelligent, and personal — and we’re building it. See you at Benzinga on November 10th.

Coming (very) soon - Increased personalization - Enhanced asset allocation insights - Custom notifications - Expanded options support - Additional crypto tracking (including wallets/addresses)

🔗 Improved ways to connect accounts We’ve expanded OAuth support for several major institutions through Plaid, with more on the way. If you’ve run into connectivity issues, try reconnecting via Plaid with any of the following: American Express Bank of America Bank of America Private Bank Capital One Charles Schwab Chase Citibank Merrill Lynch - Benefits Merrill Navy Federal Credit Union U.S. Bank

Mezzi AI update! 🤖 Now, browse past Mezzi AI chats and continue any prior conversation topic. Whether you were exploring diversification ideas, tax-saving opportunities, or retirement planning, now it's easy to pick up where you left off.