Home / Comparisons / Mezzi vs PortfolioPilot
Mezzi vs PortfolioPilot (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).
Mezzi
- 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 MezziPortfolioPilot
- Free: $0
- Gold: $20/mo billed annually; $29 monthly
- Platinum: $49/mo billed annually; $99 monthly
- Pro: $99/mo billed annually; $149 monthly
Free plan: yes · Trial: Not stated
Best for: Risk and allocation advice across brokerages
Our take: Serious analysis for serious portfolios, and unusually open about how it makes money. The upper tiers are priced for large, complex holdings.
Try PortfolioPilotWe may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure
Feature by feature
| Mezzi | PortfolioPilot | |
|---|---|---|
| Starts at | Free plan | Free plan |
| Free plan | yes | yes |
| Free trial | Not stated | Not stated |
| Budgeting | yes | not listed |
| Planning | yes | yes |
| Portfolio analysis | yes | yes |
| Manages money | not listed | not listed |
| SEC-registered adviser | Yes, CRD 337818 | Yes, CRD 327520 |
| AI feature | AI tax, retirement and investment advice; delegate monitoring and research to AI agents | AI assistant (limited on Gold, unlimited on Platinum+), AI equity research |
| Last verified | 2026-10-26 | 2026-10-26 |
Which should you pick?
- Mezzi is best for: DIY investors with many accounts who want tax and retirement answers.
- PortfolioPilot is best for: Risk and allocation advice across brokerages.
These picks are our editorial opinion. The facts above link to their sources on each app's page.
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