# MEZZI

MEZZI is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mezzi.com
- **LinkedIn:** https://www.linkedin.com/company/mezziapp

## Regulatory record

- **CRD number:** 337818
- **SEC file number:** 801-134438
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337818

## About

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.

## People

- 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

## 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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- [SIWA CAPITAL LLC](https://altss.com/profile/siwa-capital-llc)
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Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/mezzi

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