Veytics Intelligence
2026-09-28 · Yahoo

Mezzi CEO reveals if customers take wealth management advice from AI

Mezzi Co-Founder and CEO Manish Jain joins Asking For A Trend host Josh Lipton to discuss the company's study on whether its customers were taking wealth management advice from its personalized AI, with results showing that 36% of buy advice led to a purchase within 10 trading days. Video Transcript 00:00 Josh Manish, it's great to see you again. Uh let's dig into this. Uh it sounds like you had this NYU Stern researcher Manish looked at what people asked Mezi's AI, your AI, what investment advice they got, and then critically, uh whether they what they actually then did with their money. What would you think uh Manish, is the big question or questions this researcher was trying to get at, trying to answer with your data?

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