Home / Comparisons / CFO Silvia vs Mezzi

CFO Silvia vs Mezzi (2026)

Price, free plan, features and SEC status side by side, from each company's own pages and the SEC database (verified 2026-10-26).

CFO Silvia

Free planstarts at
Not an SEC adviser*
  • Free: $0, no card
  • Pro: $17/mo billed annually; $20 monthly
  • Max: $200/mo

Free plan: yes · Trial: Free plan

Best for: Asking plain-English questions about your own numbers

Our take: A capable chat-with-your-money tool with a usable free plan. We found no SEC registration, so treat its answers as analysis, not advice.

Try CFO Silvia

Mezzi

Free planstarts at
SEC-registered · CRD 337818
  • Free: $0 — limited AI insights, connect all assets, risk X-ray, expense/income tracking
  • Advisory: $33.25/mo billed annually
  • Concierge: $83.25/mo billed annually (adds quarterly coaching check-ins, setup help)

Free plan: yes · Trial: Not stated

Best for: DIY investors with many accounts who want tax and retirement answers

Our take: A strong pick if you want AI tax and retirement advice without an AUM fee. The free tier is a useful portfolio X-ray, but the real advice is behind Advisory.

Try Mezzi

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Feature by feature

CFO SilviaMezzi
Starts atFree planFree plan
Free planyesyes
Free trialFree planNot stated
Budgetingyesyes
Planningyesyes
Portfolio analysisyesyes
Manages moneynonot listed
SEC-registered adviserNot found in IAPDYes, CRD 337818
AI featureAsk questions about your whole balance sheet; 'Radar' alertsAI tax, retirement and investment advice; delegate monitoring and research to AI agents
Last verified2026-10-262026-10-26

Which should you pick?

These picks are our editorial opinion. The facts above link to their sources on each app's page.

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