About
Manish Jain is the co-founder and CEO of Mezzi, an AI-powered wealth-management platform and SEC-registered investment adviser. Mezzi positions itself around fiduciary advice, tax optimization, asset allocation, and retirement planning without traditional AUM fees. A Dakota Ridge Capital podcast bio says Jain previously spent more than a decade at J.P. Morgan, including work in the firm's Chief Investment Office.
Areas of interest
AIwealth managementpersonal financetax optimizationasset allocationretirement planningfinancial educationfintech