kitio.aiFinpilot vs Mezzi
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Finpilot 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
- Manager document analysis
- Knowledge base search
- Portfolio monitoring
- Due diligence support
- Manager research
- Account aggregation
- AI financial advice
- Tax-loss harvesting insights
- Retirement planning
- Portfolio risk X-ray
- Monitoring agents
| Feature | Finpilot | Mezzi |
|---|---|---|
| Best for | AI knowledge management for allocators and wealth managers | 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 | Finpilot | Mezzi |
| Based in | – | United States |
| Rating | No ratings yet | No ratings yet |
| Key features |
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Pricing compared
Finpilot 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
Finpilot
- Focused on allocators and wealth managers
- Works across your own documents
- Security page for due diligence
- No public pricing
- Demo required
- Narrow audience in asset management
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 Finpilot if you want:
- Focused on allocators and wealth managers
- Works across your own documents
- Security page for due diligence
Watch out: no public pricing.
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.
Finpilot vs Mezzi FAQ
What is the difference between Finpilot and Mezzi?
Finpilot: AI knowledge management for allocators and wealth managers. Mezzi: SEC-registered AI advisor for tax, retirement and portfolio planning. Both are legal, finance & hr tools.
Is Finpilot or Mezzi cheaper?
Finpilot starts at See pricing page and Mezzi starts at See pricing page. Check both pricing pages for current plans.
Do Finpilot and Mezzi have free plans?
Finpilot: No. Mezzi: Yes.
Who makes Finpilot?
Finpilot is made by Finpilot.
Who makes Mezzi?
Mezzi is made by Mezzi, based in United States.
Which should I choose, Finpilot or Mezzi?
Choose Finpilot if you value focused on allocators and wealth managers and works across your own documents. Choose Mezzi if you value sec-registered advisor and looks across all your accounts.