About Origin
Origin is a financial management platform that helps individuals manage their personal finances through a subscription service. It offers features like net worth tracking, budgeting recommendations, and real-time guidance from an AI-powered planner and Certified Financial Planners. Origin differentiates itself by providing a comprehensive suite of financial tools in one place, including automated investing with no advisory fees. The company's goal is to simplify personal finance and make financial management accessible and affordable for everyone.
San Francisco, CaliforniaHeadquarters
2018Year Founded
$73.4MTotal Funding
SERIES_BCompany Stage
Consumer Software, FintechIndustries
51-200Employees
Benefits
Health Insurance
Life Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
401(k) Retirement Plan
401(k) Company Match
Wellness Program
Mental Health Support
Paid Parental Leave
Fertility Treatment Support
Home Office Stipend
Company Equity
Risks
Increased competition from similar fintech platforms may dilute Origin's market share.
Integration challenges from acquisitions could disrupt Origin's service quality.
Subscription pricing may face pressure from competitors offering lower-cost or freemium models.
Differentiation
Origin combines human financial planners with AI for personalized financial advice.
Origin offers a comprehensive platform integrating financial planning, budgeting, and investing.
Origin's acquisition of MyAdvocate adds estate planning to its financial wellness platform.
Upsides
Origin's partnership with Sequoia enhances its reach in employee financial wellness.
The acquisition of Finny boosts Origin's financial education and literacy offerings.
Qoobiss's investment supports Origin's digitalization and customer interaction enhancements.
Funding
Total raised$73.44 M
Latest valuation$400.00 M
StageSERIES_B
SERIES B
7/31/2021$56
$400.00 M$12
$60.00 M