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MEZZI
Mezzi is an SEC-registered investment adviser that operates as a fiduciary. It provides AI-powered wealth management and fiduciary advice, including...
Overview
Mezzi is an SEC-registered investment adviser that operates as a fiduciary. It provides AI-powered wealth management and fiduciary advice, including portfolio analysis, tax optimization strategies, and investment strategy. Mezzi analyzes a user's full financial picture across existing accounts and gives personalized recommendations for tax optimization, portfolio rebalancing, and retirement planning without requiring accounts to be moved.
General information
Firm type
RIA
Principals
Manish Jain
Co-founder/CEO
Hersh Reddy
Co-founder/CTO
Andrew Barrett
Engineering
Edin Ćoralić
Engineering
Georgios Pagounis
Engineering
Ivana Milicic
Design
Audrey G
Engineering
Frequently asked questions
Who runs investment decisions at MEZZI?
No named investment decision-makers have been identified in public records. The firm has not published a leadership team or disclosed key personnel.
Does MEZZI invest in direct deals or funds?
No investment activity — direct deals, fund commitments, or co-investments — has been attributed to MEZZI in any public database or media report.
What sectors does MEZZI focus on?
MEZZI's sector preferences are undisclosed. No industry exposure or thematic focus has been identified from public sources.
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