Origin

Origin: Comprehensive Money Management & Financial Growth Platform

Origin is the all-in-one money management platform. We\’re here to open up the financial conversation — helping you grow, track, manage, and save, all from one place.

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What is Origin?

Origin is the all-in-one money management platform. We're here to open up the financial conversation — helping you grow, track, manage, and save, all from one place.

How to use Origin?

Sign up for Origin and gain access to a range of money management tools. Connect your accounts, track your spending, set goals, and receive personalized recommendations to help you achieve financial success.

Origin's Core Features

Holistic net worth tracking

Smart recommendations for budgeting and saving

Real-time answers to money questions with Sidekick

In-depth financial planning support from Certified Financial Planners™

Automated investing with no advisory fees

Origin's Use Cases

Paying off student debt

Planning for retirement

Budgeting for vacation

Saving for kids' college

Starting a small business

Buying a new car

Buying a new home

FAQ from Origin

What is Origin?

Origin is the all-in-one money management platform. We're here to open up the financial conversation — helping you grow, track, manage, and save, all from one place.

How to use Origin?

Sign up for Origin and gain access to a range of money management tools. Connect your accounts, track your spending, set goals, and receive personalized recommendations to help you achieve financial success.

How much does Origin cost?

Origin offers a monthly subscription for $12.99, giving you access to 24/7 financial guidance, tax assistance, budgeting and savings tools, and automated, fee-free investing.

What are the core features of Origin?

Origin provides holistic net worth tracking, smart recommendations for budgeting and saving, real-time answers to money questions with Sidekick, in-depth financial planning support from Certified Financial Planners™, and automated investing with no advisory fees.

What use cases does Origin support?

Origin supports a wide range of use cases, including paying off student debt, planning for retirement, budgeting for vacation, saving for kids' college, starting a small business, buying a new car, and buying a new home.

How can Origin help me with investing?

Origin Invest offers automated investing with no advisory fees, allowing you to put your money to work and achieve your financial goals.

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