Mezzi Launches Concierge, Bringing Proactive Advice and Monitoring to More Households

New $99-per-month membership helps members know when to act.

MENLO PARK, Calif., Sept. 2, 2026 /PRNewswire/ -- Mezzi today announced Concierge, a new membership that offloads the mental burden of keeping watch on your wealth. Mezzi is an SEC-registered investment adviser and fiduciary that uses AI to provide personalized financial advice at a moment's notice across members' wealth, with nearly $7 billion in assets represented on the platform. With Concierge, members can delegate ongoing analysis across their financial lives, including portfolio allocation, investment risk, retirement readiness and potential cash shortfalls.

Mezzi now offers three membership levels. To start, Free helps members see their complete financial lives by bringing accounts together, tracking the components of net worth, analyzing portfolio diversification and viewing transactions. Advisory adds unlimited personalized guidance on tax-aware investing, retirement planning and investments, plus the ability to delegate up to five active monitoring requests that Mezzi's automated system can evaluate around the clock. Concierge adds unlimited monitoring requests, advanced AI for complex analysis, quarterly coaching check-ins, setup assistance, and live support.

Concierge is the digital equivalent of giving an adviser as many standing instructions as you want. "Being able to delegate this kind of monitoring to Mezzi is something I've wanted throughout my 50 years of investing," said Lee Nicholson, an early user of the feature. Members can tell Mezzi what matters—for example, "let me know when my plan supports retiring earlier" or "tell me when my technology exposure exceeds 10%."

"Most traditional financial advice is episodic: you meet, you ask questions, and then you wait until the next review," said Manish Jain, CFA, co-founder and CEO of Mezzi. "But financial lives can change week to week, and important decisions can't always wait for the next available meeting. Mezzi keeps evaluating what matters and brings you back in when something needs attention."

Mezzi Advisory is $39 per month or $399 per year, while Concierge is $99 per month or $999 per year at www.mezzi.com.

About Mezzi

Mezzi is an SEC-registered investment adviser providing AI-powered financial advice. SEC registration does not imply SEC approval or skill.

Past performance and the use of AI tools do not guarantee future results. AI tools are subject to limitations, errors, and market risks. Future functionality remains subject to development, testing and regulatory review and may be modified or not released.

SOURCE Mezzi AI