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Origin

Comprehensive financial platform for budgeting, investing, estate planning, and personalized financial guidance.

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AI For Finance AI Investing AI Assistant

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

Individuals seeking all-in-one financial managementCouples managing shared financesUsers interested in automated investing and estate planningPeople in need of personalized financial adviceThose looking to optimize taxes and grow wealth

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 for your needs. All plans include 24/7 support and regular updates.

Origin Membership

$12.99/month or $99/year

Start with a free trial; then pay $12.99 monthly or $99 annually for full access.

Get Started

Frequently Asked Questions

Find answers to common questions about Origin

What services does Origin provide?

Origin offers spending tracking, budgeting, investing, estate planning, financial advice, and tax optimization tools.

Is Origin protected by FDIC insurance?

Balances in the Cash Management Account are held by partner banks and insured by the FDIC up to applicable limits. Origin itself is not an FDIC-insured bank.

How much does Origin cost after the free trial?

The platform charges $12.99 per month or $99 annually after the free trial period.

What is the current APY for the Cash Management Account?

As of May 12, 2025, the APY is 4.37%, which may vary. Eligible users can receive a 0.50% APY boost during promotional periods.

Can I link multiple financial accounts to Origin?

Yes, you can connect various bank and investment accounts to access all your financial data in one place.

Is my financial data secure on Origin?

Yes, Origin uses advanced security measures to protect your information, and account linking is encrypted for privacy.

Does Origin offer financial planning for retirement?

Yes, the platform includes tools to help you plan and save for retirement and other long-term goals.

Can I use Origin for estate planning?

Absolutely. Origin provides tools to create wills, trusts, and other estate planning documents.