+
+

Related Products

  • Asym Capital
    1 Rating
    Visit Website
  • Jellyfish
    427 Ratings
    Visit Website
  • Sharesight
    541 Ratings
    Visit Website
  • Planview Portfolios
    202 Ratings
    Visit Website
  • FreshBooks
    5,466 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • OpenMetal
    39 Ratings
    Visit Website
  • CloudZero
    65 Ratings
    Visit Website
  • eToro
    30,846 Ratings
    Visit Website
  • NetNut
    578 Ratings
    Visit Website

About

Mezzi is a new way to build wealth and access insights currently reserved for those with expensive wealth advisors. Keep all of your investment accounts and use Mezzi's personalized steps to save on capital gains taxes, reduce fund fees, increase passive income, and optimize your portfolio allocation. Smart investing requires seeing your investments in one place. Compare performance and allocations across your different accounts and start optimizing. Mezzi's suggestions will help you rebalance your allocations and put your extra cash to work. Managing your investment taxes is complicated. Mezzi's advanced calculators and AI-powered suggestions make it simple to save on taxes. Mezzi's AI suggests less expensive funds with similar exposure so you can save thousands in fees. At Mezzi, your privacy and the security of your data are paramount to us. With an ad-free experience, you can trust that your data remains exclusively yours, we will never sell it to third parties, today or ever.

About

Range is an all-in-one wealth management platform designed to provide modern financial advice across investments, taxes, retirement, cash flow, and real estate. Tailored for high-income earners such as executives, entrepreneurs, doctors, and tech professionals, Range offers a comprehensive suite of services to help users balance portfolios, optimize tax strategies, plan for retirement, and monitor financial progress. The platform features professional-grade projections, generating thousands of advanced scenarios that account for market changes and individual data points, uncovering new opportunities and potential upsides. Range operates on a transparent, flat-fee pricing model with 0% Assets Under Management (AUM) fees, ensuring clients retain more of their wealth over time. Users can aggregate all financial accounts into a single, organized dashboard that updates automatically, eliminating the need for scattered accounts and siloed data.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professional users wanting a tool to manage their investment accounts and access portfolio insights

Audience

Professionals seeking a platform to manage and optimize their financial portfolios across various domains

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$9.99 per month
Free Version
Free Trial

Pricing

$1,475 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Mezzi
www.mezzi.com

Company Information

Range
Founded: 2020
United States
www.range.com

Alternatives

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Mezzi and update features and information
Claim Mezzi and update features and information
Claim Range and update features and information
Claim Range and update features and information