Home / Comparisons / Origin vs Mezzi
Origin 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).
Origin
- Annual: $99/yr (≈$8.25/mo)
- Monthly: $12.99/mo
- New-member promo: $9 for first year, renews $99/yr (sign-up page); help center also describes a $1 first-year promo
Free plan: no · Trial: Not currently — help center says the free trial is unavailable during the first-year promo
Best for: One app for budgets, investments and occasional human planning
Our take: The broadest all-in-one here: budgeting, investing and an AI advisor for one flat membership. Good value if you'll use three or more features. Overkill if you only want a budget.
Try OriginMezzi
- 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 MezziWe may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure
Feature by feature
| Origin | Mezzi | |
|---|---|---|
| Starts at | $8.25/mo | Free plan |
| Free plan | no | yes |
| Free trial | Not currently — help center says the free trial is unavailable during the first-year promo | Not stated |
| Budgeting | yes | yes |
| Planning | yes | yes |
| Portfolio analysis | yes | yes |
| Manages money | not listed | not listed |
| SEC-registered adviser | Yes, CRD 305353 | Yes, CRD 337818 |
| AI feature | "Proactive AI Financial Advisor"; ask Origin anything about your money | AI tax, retirement and investment advice; delegate monitoring and research to AI agents |
| Last verified | 2026-10-26 | 2026-10-26 |
Which should you pick?
- Origin is best for: One app for budgets, investments and occasional human planning.
- Mezzi is best for: DIY investors with many accounts who want tax and retirement answers.
These picks are our editorial opinion. The facts above link to their sources on each app's page.
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