Mezzi Overview
- Year Founded
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2020
- Status
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Private
- Employees
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10
- Latest Deal Type
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Seed
- Latest Deal Amount
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$2.5M
- Investors
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5
Mezzi General Information
Description
Developer of an AI-powered wealth management platform designed to provide personalized fiduciary investment advice across client accounts. The company's platform integrates portfolio aggregation, tax optimization, retirement planning, and asset allocation tools, enabling individual investors to manage their finances with comprehensive, SEC-registered advisory support.
Contact Information
Website
www.mezzi.comCorporate Office
- 441 El Camino Real
- Suite 4315
- San Carlos, CA 94070
- United States
Corporate Office
- 441 El Camino Real
- Suite 4315
- San Carlos, CA 94070
- United States
Mezzi Timeline
Mezzi Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 3. Seed Round | 20-Jun-2025 | $2.5M | Completed | Generating Revenue | ||
| 2. Seed Round | 04-May-2023 | Completed | Generating Revenue | |||
| 1. Seed Round | 20-May-2021 | $65K | $65K | Completed | Generating Revenue |
Mezzi Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Seed 5 | ||||||||
| Seed 4 | ||||||||
| Seed 3 | ||||||||
| Seed 2 | ||||||||
| Seed 1 | 681,005 | $0.000010 | 6% | $0.18 | $0.18 | 1x | $0.18 | 3.83% |
| Seed | 2,804,665 | $0.000010 | 6% | $0.51 | $0.51 | 1x | $0.51 | 15.76% |
VC Exit Predictor
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Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
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Mezzi Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Mezzi Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Mezzi Investors (5)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| MHS Capital | Venture Capital | Minority | ||
| OnDeck | Corporation | Minority | ||
| Team Builder Ventures | Venture Capital | Minority | ||
| Trilogy Equity Partners | Growth/Expansion | Minority | ||
| Relumin | Venture Capital | Minority |
Mezzi FAQs
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When was Mezzi founded?
Mezzi was founded in 2020.
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Where is Mezzi headquartered?
Mezzi is headquartered in San Carlos, CA.
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What is the size of Mezzi?
Mezzi has 10 total employees.
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What industry is Mezzi in?
Mezzi’s primary industry is Financial Software.
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Is Mezzi a private or public company?
Mezzi is a Private company.
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What is the current valuation of Mezzi?
The current valuation of Mezzi is .
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What is Mezzi’s current revenue?
The current revenue for Mezzi is .
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How much funding has Mezzi raised over time?
Mezzi has raised $4.27M.
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Who are Mezzi’s investors?
MHS Capital, OnDeck, Team Builder Ventures, Trilogy Equity Partners, and Relumin have invested in Mezzi.
Data Transparency
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