kitio.aiAlphathena vs Mezzi
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Alphathena starts at See pricing page and Mezzi starts at See pricing page. Check both pricing pages for current plans.
At a glance
Best for
Pricing model
Starting price
Free plan
Made by
Based in
Rating
Key features
- Direct indexing
- Tax-loss harvesting
- Unified managed accounts
- Transition analysis reports
- Athena AI agent
- Open API
- Account aggregation
- AI financial advice
- Tax-loss harvesting insights
- Retirement planning
- Portfolio risk X-ray
- Monitoring agents
| Feature | Alphathena | Mezzi |
|---|---|---|
| Best for | Direct indexing and portfolio personalization with agentic AI | SEC-registered AI advisor for tax, retirement and portfolio planning |
| Category | Legal, finance & HR | Legal, finance & HR |
| Pricing model | Paid | Freemium |
| Starting price | See pricing page | See pricing page |
| Free plan | No | Yes |
| Made by | Alphathena | Mezzi |
| Based in | – | United States |
| Rating | No ratings yet | No ratings yet |
| Key features |
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Pricing compared
Alphathena starts at See pricing page and Mezzi starts at See pricing page. Check both pricing pages for current plans.
Free plan
Cheapest paid plan
Top plan
Free trial
3 plans
Free
Free
- Connect all assets and liabilities
- Risk X-ray
- Limited AI insights
Advisory
$33.25/mo billed yearly
- Unlimited tax and retirement advice
- 5 monitoring agents
- Video, phone and email support
Concierge
$83.25/mo billed yearly
- Unlimited delegations
- Advanced AI analysis
Prices in USD, checked Oct 29, 2026 or later. Plans change often, so confirm on each tool's site before you buy.
Pros and cons
Alphathena
- Personalization at the client level
- Built-in wash sale compliance
- Embeddable through an open API
- Pricing not published
- Only for advisors and institutions
- AI agent covers limited workflows so far
Mezzi
- SEC-registered advisor
- Looks across all your accounts
- Free tier for tracking and risk analysis
- Advice limited on the free plan
- Listed prices are billed yearly
- Built around US tax rules
Which one should you choose?
Choose Alphathena if you want:
- Personalization at the client level
- Built-in wash sale compliance
- Embeddable through an open API
Watch out: pricing not published.
Choose Mezzi if you want:
- SEC-registered advisor
- Looks across all your accounts
- Free tier for tracking and risk analysis
Watch out: advice limited on the free plan.
Alphathena vs Mezzi FAQ
What is the difference between Alphathena and Mezzi?
Alphathena: Direct indexing and portfolio personalization with agentic AI. Mezzi: SEC-registered AI advisor for tax, retirement and portfolio planning. Both are legal, finance & hr tools.
Is Alphathena or Mezzi cheaper?
Alphathena starts at See pricing page and Mezzi starts at See pricing page. Check both pricing pages for current plans.
Do Alphathena and Mezzi have free plans?
Alphathena: No. Mezzi: Yes.
Who makes Alphathena?
Alphathena is made by Alphathena.
Who makes Mezzi?
Mezzi is made by Mezzi, based in United States.
Which should I choose, Alphathena or Mezzi?
Choose Alphathena if you value personalization at the client level and built-in wash sale compliance. Choose Mezzi if you value sec-registered advisor and looks across all your accounts.