Origin
Comprehensive financial platform for budgeting, investing, estate planning, and personalized financial guidance.
About Origin
Origin is an all-in-one financial platform designed to help users manage budgets, track expenses, invest wisely, earn with a high-yield cash account, and receive tailored financial advice. Its goal is to simplify money management and accelerate wealth growth through integrated tools for spending, investing, estate planning, and tax strategies.
How to Use
Sign up on Origin to link your financial accounts, monitor spending, set budgets, invest across various assets, plan your estate, and access expert financial advice powered by AI and certified planners.
Features
- Automated index fund investing and diversified stock bundles
- High-yield cash savings account
- Expense tracking and budget management
- Estate planning and will creation tools
- Tax-saving strategies
- AI-driven financial advice and access to certified planners
Use Cases
- Creating and managing personalized budgets
- Investing in automated index portfolios or stock bundles
- Monitoring net worth and analyzing spending habits
- Planning retirement and long-term financial goals
- Managing joint finances with a partner
- Drafting wills and establishing trusts
Best For
Pros
- Expert financial guidance through AI and professional advisors
- All-in-one platform for comprehensive money management
- Tools for investing, estate planning, and tax savings
- Cost-effective compared to multiple separate services
Cons
- Connecting financial accounts raises privacy considerations
- Investment services carry risk and do not guarantee returns
- Monthly subscription fee applies after free trial
Pricing Plans
Choose the perfect plan. All plans include 24/7 support.
Origin Membership
Start with a free trial; then pay $12.99 monthly or $99 annually for full access.
Get Started