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About Origin
Industries
Consumer Software
Fintech
Company Size
51-200
Company Stage
Series B
Total Funding
$73.4M
Headquarters
San Francisco, California
Founded
2018
Overview
Origin is a financial management platform that helps individuals manage, track, and grow their finances. It offers a subscription service for $12.99 per month, providing users with various financial tools and services. Key features include holistic net worth tracking, which gives users a complete view of their financial situation, and smart recommendations for budgeting and saving based on transaction reviews. The platform also includes Sidekick, an AI-powered planner that offers real-time financial guidance, along with support from Certified Financial Planners for personalized advice. Additionally, Origin Invest allows for automated investing without advisory fees, making it easier for users to grow their wealth. Unlike many competitors, Origin combines AI technology with human expertise to provide a comprehensive solution for money management, including 24/7 financial guidance, tax assistance, and automated investing, all in one place.
Simplify's Take
What believers are saying
- 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.
What critics are saying
- 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.
What makes Origin unique
- 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.
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Funding
Total Funding
$73.4M
Above
Industry Average
Funded Over
3 Rounds
General Catalyst
Founders FundIndustry standards
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
Growth & Insights and Company News
6 month growth
↓ -1%1 year growth
↑ 0%2 year growth
↑ 1%Qoobiss, a fintech company focused on process digitalization, specializing in remote identity verification solutions using video means, is investing half a million euros in 2024 in Origin, a global platform for the complete digitalization of customer interactions.
After retiring from politics, Member for Northern Tablelands Adam Marshall will join Origin as a senior government relations manager on May 15.
Discover how The Hartford's collaboration with Origin is empowering U.S. workers to achieve financial wellness through innovative tools and personalized financial advice.
"Origin" recently was awarded Best Drama, Best Director and Best Actress by the African American Film Critics Association.
Welcome back to The Interchange, where we take a look at the hottest fintech news of the previous week. If you want to receive The Interchange directly in your inbox every Sunday, head here to sign up! Last week, we chronicled some big rounds in the fintech space, Intuit’s decision to shutter Mint and what that means for startups and much more. Read on!The return of mega-roundsLast week felt like 2021. Well, sort of.There were at least three nine-figure funding rounds in the fintech space announced over the past week. It’s rare enough these days to see ONE nine-figure round, much less two or three. So we were excited to say the least.First, I covered Brazilian banking-as-a-service startup QI Tech’s $200 million raise led by General Atlantic
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About Origin
Industries
Consumer Software
Fintech
Company Size
51-200
Company Stage
Series B
Total Funding
$73.4M
Headquarters
San Francisco, California
Founded
2018
Origin is Hiring for 0 Jobs on Simplify!
Find jobs on Simplify and start your career today