Origin

What is Origin?

Origin is an all-in-one financial platform that combines AI-powered budgeting, investment tracking, estate and tax planning, and access to CFP® professionals. It unifies your finances by syncing all accounts—bank, credit, investments, and more—into a single dashboard, giving you a complete view of your net worth. The AI automatically categorizes transactions, sets a personalized budget, and helps you track progress throughout the month. You can also find and cancel unwanted subscriptions in seconds. The platform’s AI advisor answers your financial questions instantly, providing tailored insights based on your data. It summarizes your financial life daily, keeping you informed about market changes and your money. For investing, Origin lets you monitor your entire portfolio in real time, including 401(k)s and crypto, and compare performance to major indices. You can explore individual stocks and ETFs, get key financials and personalized insights, and add assets to a watchlist with AI-driven news. The platform also allows you to model scenarios—like market shifts or life goals—to see how your money could grow. Origin is designed for individuals and couples (you can add a partner for free) who want a comprehensive, intelligent financial hub. It’s ideal for those seeking to track spending, optimize investments, plan for retirement, or get professional advice without multiple apps. Technical details include a desktop app for macOS (Catalina 10.15 or higher recommended) and mobile app for iOS and Android. The platform uses bank-level security and encryption to protect your data. With a limited-time offer of $1 for the first year, Origin aims to make financial management accessible and efficient. Join over 100,000 users and take control of your financial future with AI-driven insights and expert guidance.

Use Cases