Mezzi
PrivateLast Round
Seed
May 1, 2023
Total Funding Raised
$1.7M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Mezzi operates in FinTech and is based in San Carlos, California. Its latest recorded funding round was a Seed round in May 2023.
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, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Subscription SaaS
AI Layer
Application
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% | |
| ProCap Financial, Inc. | 82% |
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Mezzi Funding Rounds
Historical fundraising activity
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Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors grew 45% MoM.
- Jul 25, 2026
Monthly visitors increased 111% MoM, reaching 47.4K.
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Mezzi Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Mezzi's valuation, stock price, and market status.
Is Mezzi a public or private company?
Mezzi is a private company.
What is the current stock price of Mezzi?
Mezzi is a private company, so its shares have no public market price. Caplight tracks Mezzi's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Mezzi worth (valuation)?
Valuation information for Mezzi is not publicly available.
Can I buy Mezzi stock?
Mezzi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Mezzi's last funding round?
Mezzi's most recent funding round was Seed on May 1, 2023.
Who are the main investors in Mezzi?
Investor information for Mezzi is not publicly disclosed.
Will Mezzi IPO soon?
No public IPO plans have been announced for Mezzi.
How can I track Mezzi secondary market activity?
Caplight tracks bids, offers, and trades in Mezzi's shares on secondary markets.