Overview

Origin is a financial management platform that helps individuals manage their personal finances more effectively. It provides a variety of tools and services, including net worth tracking, budgeting, and saving recommendations based on users' transaction data. Users can access real-time financial guidance through an AI-powered planner called Sidekick, as well as support from Certified Financial Planners for personalized advice. Additionally, Origin offers an investment feature that 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, addressing the common challenges of using multiple platforms. The goal of Origin is to simplify personal finance and make financial guidance accessible and affordable for everyone.

Simplify's Take

What believers are saying

• Origin's $21M funding round supports its mission to revolutionize the benefits industry.
• The acquisition of MyAdvocate expands Origin's platform into estate planning.
• Partnership with The Hartford enhances Origin's reach in the U.S. financial wellness market.

What critics are saying

• Increased competition from fintech startups could dilute Origin's market share.
• Integration challenges from recent acquisitions may lead to operational inefficiencies.
• Reliance on AI tools exposes Origin to risks of biases and inaccuracies.

What makes Origin unique

• Origin combines human financial planners with AI for personalized financial advice.
• The platform offers automated investing with no advisory fees, unlike many competitors.
• Origin integrates estate planning into its financial wellness platform, a unique feature.

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Funding

Total Funding

$75.5M

Above

Industry Average

Funded Over

3 Rounds

Notable Investors:

General CatalystFounders Fund

Notable Investors:

General CatalystFounders Fund

$56,000,000

Series B

Aug 2021

Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.

Series B Funding Comparison

Above Average

Industry standards

Ind Avg. $35M

$4M

$30M

$45M

$56M

$65M

$100M

View all funding stages