Manish Jain, CFA When we built Mezzi, we started with a simple belief: high-quality financial advice shouldn’t depend on your net worth or how many assets you’re willing to hand over to an adviser. Traditional advice can be expensive, fragmented, and limited to the accounts one institution manages. Even financially savvy people lose nights and weekends trying to connect the dots themselves. Mezzi is our answer. It brings the accounts you choose to connect into one view and provides personalized, fiduciary advice without charging a percentage of your assets. Your accounts stay where they are, and Mezzi helps you understand what matters across your investments, taxes, and retirement.
Co-Founder and CEO
Fellow ODF7 / ODX1
Board Observer
Board Observer
Principal, Venture Team
Board Observer
Board Observer
Bachelors, Accounting
