Mezzi
PrivateLast Round
Seed
May 1, 2023
Total Funding Raised
$1.7M
Company Overview
Mezzi is a financial software company that provides an AI-powered wealth management platform offering personalized, SEC-registered fiduciary investment advice.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms, NLP & Conversational AI, Financial Data
Business Model
B2C
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Mezzi Comparables
Compare Mezzi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Global Predictions Inc | 91% | |
| Vyzer | 83% | |
| CFO Silvia | 82% | |
Mezzi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | May 1, 2023 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 26, 2024
Grew 100% QoQ, from 4 to 8 employees.
Mezzi Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Mezzi's valuation, stock price, and market status.