Origin

What is Origin?

Origin Financial is an AI-powered financial advisor platform for individuals and couples who want to manage budgeting, investing, tax planning, and estate planning in one place. It connects all your accounts, tracks spending automatically, and provides personalized AI insights based on your actual financial data. The platform is designed for users who want a unified view of their net worth and investments, with the added ability to ask questions and get answers grounded in their own financial situation. It works on web, iOS, and Android.

What are the features of Origin?

• AI-Powered Budget Builder

  Automatically sets up a budget based on your connected accounts and tracks your spending progress throughout the month.
• Subscription Management

  Find, review, and cancel unwanted subscriptions directly from the platform in seconds.
• AI Financial Q&A

  Ask questions about your portfolio, spending, or goals and receive instant, personalized answers grounded in your connected financial data.
• Unified Investment Tracking

  Monitor performance across all your holdings, including 401(k)s and crypto, and compare them against major market indices.
• Couples Finances

  Invite a partner to share a single financial dashboard, making it easy to track joint spending, savings goals, and net worth.
• Scenario Forecasting

  Model potential life changes or market shifts to see how your money could grow or change over time.

What are the use cases of Origin?

• Individuals

  managing multiple bank and investment accounts who want a single dashboard for net worth and spending.
• Couples

  who need a shared, intelligent home for tracking joint budgets, expenses, and savings goals together.
• Investors

  looking to monitor their entire portfolio, including stocks, ETFs, and crypto, with real-time performance data.
• Users

  wanting to identify and cancel unused subscriptions they may have forgotten about across their accounts.

How to use Origin?

• Connect all your accounts

  by linking your bank, credit card, and investment accounts to get a complete financial picture.
• Let the AI set your budget

  automatically based on your recent spending patterns, then review and adjust your categories.
• Ask a question

  in the AI chat about your spending, portfolio allocation, or a specific holding to get instant insights.
• Explore your investments

  by viewing your allocation breakdown, comparing performance to indices, and diving into any individual position.