Mezzi Membership Plans: Free, Core, Plus, and White Glove

Overview

Mezzi has four membership plans. Free costs nothing and gives you your entire net worth in one place with limited AI access. Core ($29/month) unlocks unlimited AI advice. Plus ($49/month) adds scenario planning, all AI models and concierge access. White Glove ($149/month) adds a dedicated coach and setup done for you by the Mezzi team. Annual billing is cheaper per month on every paid tier.

📌 What You Need to Know

What each plan costs

Every paid plan is billed either monthly or annually, and the annual rate works out lower per month. See Monthly vs. Annual Billing: What's the Difference? for the full comparison.

Free — $0

The free membership is how you evaluate Mezzi. There's no time limit on it.

• Your entire net worth in one place

• Unlimited account connections

• Collaborate with a family member, advisor or CPA

• Track allocation, performance, income and transactions

• Exposure X-ray for true holding-level exposure

• Limited AI access — the free membership includes a monthly allowance of AI questions rather than unlimited advice

Core — $29/month, or $25/month billed annually

Everything in Free, plus:

• Unlimited AI wealth team advice

• Tax savings advice

• Risk and return advice

• Retirement planning advice

• Proactive real-time insights

Core is the right plan if the AI is the reason you're here. It removes the question cap and turns on the advice categories that make Mezzi more than a net worth tracker.

Plus — $49/month, or $42/month billed annually

Everything in Core, plus:

• Complex multi-year planning and scenario analysis

• Access to all AI models, including Deep Thinking

• AI notifications

• Early access to new features

• Concierge access by video, phone and email

Plus suits people with a decision that spans years rather than months — a retirement date, a liquidity event, a multi-year Roth conversion — and who want a human on the other end of the line.

White Glove — $149/month, or $125/month billed annually

Everything in Plus, plus:

• Quarterly check-ins with a dedicated coach

• Account and financial profile setup done for you by the Mezzi team

• Unlimited concierge support calls

White Glove is the plan for people who'd rather not do the setup themselves. If you have a dozen accounts across employer plans, trusts and alternative assets, the team building your profile for you is the substantive difference.

Important Notes

• Account connections are unlimited on every plan, including Free. Connecting more accounts never costs more.

• Concierge access starts at Plus. If you're on Free or Core, email and text support are still open to you — concierge simply refers to scheduled video and phone access with the Mezzi team.

• The plan governs advice, not data. Your allocation, performance, income and Exposure X-ray figures are the same on every tier. What changes is how much of Mezzi's AI you can use and how much human support comes with it.

🗨 Still Need Help?

If you're not sure which plan fits, email help@mezzi.com or text or call (415) 763-6997. Tell us roughly how many accounts you have and what you're trying to decide, and we'll tell you honestly whether a paid plan will help.

Common Questions

• Is the free plan actually free, or does it expire? The free plan includes 2 weeks of Plus access. After that, you will receive 10 AI questions per month, which renew monthly. Other features such as net worth tracking, unlimited connections, Exposure X-ray, and collaboration remain included.

• What's the real difference between Core and Plus? Core gives you unlimited AI advice. Plus adds multi-year scenario planning, every AI model including Deep Thinking, AI notifications, and concierge access by video, phone and email. If you mainly ask point-in-time questions, Core is enough.

• Do I pay more for connecting more accounts? No. Account connections are unlimited on every plan, free included.

• Can I try the paid features before paying? The free membership is the way to evaluate Mezzi. It includes a monthly allowance of AI questions, so you can see how the advice reads on your own portfolio before you decide whether unlimited access is worth it.

• Can I use a discount code? Yes. See How do I redeem a promotional discount code for Mezzi?