Origin Financial

About Origin Financial

Financial planning in your pocket. Origin pairs world-class financial software with Certified Financial Planners™ to help you square away your finances for today and build your net-worth for tomorrow.

Key Features

- Quick Wins: Receive value in your first 10 minutes. On average, Origin identifies at least 3 quick wins, totaling on average $1,200 in value, following new member onboarding.
- Spending: Seamlessly track your cashflow and receive budgeting recommendations that take into account your historical spend, current goals, and market conditions.
- Investments: Visualize you investments from every angle and compare your performance against industry benchmarks.
- Planner: Chat 1:1 with a Certified Financial Planner™ professional.
- Home buying: Breakdown one of life’s biggest milestones, buying a home, through Origin’s proprietary home buying solution.

Drive immediate and ongoing value starting day 1:

Origin’s seamless onboarding gets you quickly set up to maximize value from the platform immediately, and every day after. Origin’s financial checkup experience will identify quick wins to save you money immediately.

Budgeting build to foster positive spending habits:

Origin’s budgeting and cashflow features will help you visualize where your money is going and offer intelligent and contextualized insights to help you meet your savings goals. Origin takes your spending data, inflation trends, and savings goal to recommend a specific budget that fits your needs automatically.

Deep dive on investments for informed decisions:

Origin provides an x-ray on your investments so you can optimize your portfolio. Origin helps you understand your portfolio performance and how it compares to benchmarks while looking at your asset composition and holdings.

Put a planner in your pocket:

Connect 1:1 with one of Origin’s Certified Financial Planners™ via video and/or chat during times you could use an extra eye. Origin software is made alongside our planner network, but we understand, sometimes you just want someone to talk to.

Securing your data is our primary concern:

At Origin, we know privacy and security go hand-in-hand with financial advice. That’s why Origin has implemented best-in-class encryption, data protection, and operational protocols to ensure our members’ information is safeguarded.
- All account data is anonymized immediately so it’s not personally identifiable.
- All financial accounts connected to the platform are protected with bank-level security.
- SOC2 Type 2 certified
- GDPR compliant