Mezzi vs Origin

Analyzes your full financial picture across every linked account, including assets and liabilities, instead of only the assets transferred to an adviser.

Identifies opportunities like tax-loss harvesting and Roth conversions and surfaces estimated savings from your actual holdings.

Builds and monitors a portfolio aligned to your risk tolerance and retirement goals, with diversification guidance.

Chat with an always-available AI adviser about money questions — big or small — and get answers grounded in your accounts rather than generic advice.