Origin

We founded Origin on the belief that financial planning and wealth-building tools should be accessible to everyone, at every stage of life. After experiencing the world of finance firsthand, it became clear that the best tools and services were reserved for those who had already achieved a certain level of wealth. We didn't think that was fair. Why should anyone have to reach a specific financial milestone just to unlock the ability to meaningfully manage, grow, and protect their money? We believe there's no good reason for this, as traditional financial systems have often excluded countless individuals due to high costs, complexity, and fragmentation. Our mission is to change that by leveraging technology to level the playing field for consumers in an industry that has traditionally catered to the top 1%.

To make this vision a reality, we've built an all-in-one financial platform designed to be intuitive, joyful, and meaningful. We're customer-obsessed and dedicated to providing professional-grade financial tools without the high fees. Our platform allows you to connect all of your accounts in one centralized location, giving you a holistic view of your entire financial picture—from checking and savings to investments, equity, retirement funds, and even real estate. We provide tools for smart budgeting, automated investing in diversified portfolios with no advisory fees, and a high-yield cash account to grow your savings. We've also integrated powerful AI, like our Sidekick tool, to provide personalized financial guidance by analyzing your data to offer tailored insights. This technology is paired with on-demand access to human CERTIFIED FINANCIAL PLANNER® professionals, ensuring you get expert, actionable advice whenever you need it. We partner with innovative employers to offer Origin as a benefit, helping their teams navigate compensation, benefits, and build lasting financial security.