Origin

Origin’s all-in-one platform helps individuals confidently build wealth.

It unites personal finances in one centralized view to seamlessly manage money. Users can create a budget in a few clicks and track their subscriptions, upcoming bills, cash flow, and credit score.

It helps make money work harder through a range of diversified and personalized investing options, including a high-yield cash account, a no advisory fee automated index investing account, and curated stock bundles.

Origin empowers users to move at the speed of the market with expert human financial guidance and powerful AI. They can work through their goals with the AI financial assistant, Sidekick, and receive real-time notifications about their finances. For holistic and personalized support, they can also meet with one of Origin’s financial advisors.

Finally, users can secure their worth with thorough yet approachable estate plans, and easily file taxes directly within the same platform they use to manage their money.

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