Manish Jain
@makeitjain_
💰 Co-founder @MezziApp - Modern wealth management with AI. Learn more at http://mezzi.com. ⏪ Prev @TrilogyEquity @jpmorgan.
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Life is busy. When it comes to managing your portfolio, this could mean missing out on opportunities to grow your wealth by thousands of dollars. Here are some of the things our new @MezziApp feature surfaced for me: 1️⃣My wife and I had a significant amount of uninvested cash…
We just pushed a major update to the Mezzi mobile app—the addition of Home. Dynamic updates Each day on Home, you'll find dynamic updates for: 1️⃣ Opportunities to save on taxes and fees 2️⃣ Stocks that are hitting new highs or new lows 3️⃣ Best and worst-performing accounts 4️⃣…
Rapid context switching based on clarity is not the same as multitasking
Excellent founder advice
When I moved to the Bay Area in 2007, everyone wanted to go viral. Growth was the dream. Marketing was decoration. People believed great products sold themselves. That idea wasn’t new. HP’s founders said the same in the 1950s. They thought marketing was what you did when your…
When I moved to the Bay Area in 2007, everyone wanted to go viral. Growth was the dream. Marketing was decoration. People believed great products sold themselves. That idea wasn’t new. HP’s founders said the same in the 1950s. They thought marketing was what you did when your…
The irony Got this voice mail on our company line today: "Hi, this is Mike, calling from Nationwide Advisory. Wanted to reach out and get a few moments of your time to talk about how we can be a resource for you here. We help with things like retirement income. We also help in…
So excited to launch Autograph today. We raised $2.1M from elite operators, founders, and investors to build a platform that feels like God Mode for Operators. It's a single platform that integrates with existing systems — the alphabet soup of enterprise software, like your…
✨New launch: I’m starting a new weekend-only product strategy accelerator for growth-stage founders. Based on feedback from 100+ founders in my Product Sense course who called out the need for a practical strategy-focused program for founders. Details: maven.com/shreyas-doshi/…
I love being wrong. You spend your whole life trying to be right — in school, in meetings, in performance reviews. It's taken me awhile to unlearn all that. But the moment you build something new, that mindset becomes a liability. Being wrong is the fastest way to get to…
Zoom > Meet > Teams > Webex I feel so bad for those forced to use Teams and Webex.
Wild moves this week and month. Just a couple trillion dollar companies trading market cap. No big deal.
We’re proud to share that @MezziApp is a finalist for the @Benzinga Capital Conference: Fintech Day & Awards 🎉 This recognition highlights the work our team does every day to help members take control of their wealth. The future of wealth management is transparent,…
I've got a solution for you and it doesn't involve an upsell to an overpriced financial advisor or a broken app.
Mezzi is always here for you, 24/7. Now you can pick up where you left off without skipping a beat.
Mezzi AI update! 🤖 Now, browse past Mezzi AI chats and continue any prior conversation topic. Whether you were exploring diversification ideas, tax-saving opportunities, or retirement planning, now it's easy to pick up where you left off.
It’s easy to say “startups aren’t for everyone.” But you don’t really understand that until you see someone struggling to adapt. The urgency. The chaos. The pivots that break your plans and force new ones overnight. Most people can’t live in that kind of volatility. Human…
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