Origin

Origin

Verified
Helps individuals insure their lives with data-driven and hassle-free insurance products. Learn more

Launch date
Employees
Market cap
-
Net debt
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Enterprise valuation
$400m (Public information from Aug 2021)
San Francisco California (HQ)
Deals in current and previous year:
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$56.0m

Valuation: $400m

Series B
Total Funding000k

Recent News about Origin

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Origin is a comprehensive financial management platform that aims to simplify personal finance. The company operates in the financial technology (fintech) market, serving individuals who seek to better manage, track, and grow their finances. Origin's business model is subscription-based, charging customers $12.99 per month for access to its suite of financial tools and services.

The platform offers a range of features designed to help users achieve financial milestones and manage their money with ease. These include holistic net worth tracking, which provides a complete view of a user's financial situation, and smart recommendations for budgeting and saving based on an automatic review of transactions.

Origin also offers real-time financial guidance through Sidekick, an AI-powered planner, and in-depth support from Certified Financial Planners. This combination of AI and human expertise aims to provide personalized, actionable advice to users.

Additionally, Origin Invest, the company's investment feature, offers automated investing with no advisory fees, allowing users to grow their wealth without the need for extensive financial knowledge or large investment fees.

The company positions itself as a one-stop-shop for money management, offering 24/7 financial guidance, tax assistance, budgeting and savings tools, and automated investing. This comprehensive approach addresses the fragmented and expensive nature of the current market, where financial management often requires multiple platforms or services.

Keywords: Fintech, Personal Finance, Subscription Model, Net Worth Tracking, Budgeting, Saving, Financial Guidance, AI-Powered Planner, Automated Investing, Money Management.

Tech stack

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Tech stackLearn more about the technologies and tools that this company uses.

Investments by Origin

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Finny
ACQUISITION by Origin Jun 2023