O
Origin
Fintech · San Francisco, United States · Founded 2018
First comprehensive money management platform for the modern workforce MoreLess
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.
Company overview
Origin company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2018
- Headquarters
- San Francisco, United States
- Employees
- 167
- Open positions
- 1
- Dealroom signal
- 68.0
- Investment activity
- 1 companies · latest Jun 2023
- Capital deployed
- —
- Preferred round
- ACQUISITION
Valuation & funding
Origin funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES BOther financing | Aug 2021 | $56M | $400M | Felicis · Lachy Groom · General Catalyst · 01 Advisors | — |
| SERIES AOther financing | Jun 2020 | $12M | $48M | Founders Fund · Lachy Groom · Felicis · General Catalyst | — |
| SEEDOther financing | Nov 2019 | $4M | $16M | General Catalyst · Founders Fund · Lachy Groom · Abstract Ventures | — |
| SEEDOther financing | Feb 2019 | $0 | — | Precursor Ventures | — |
| SEEDOther financing | Apr 2018 | $3.5M | $14M | Precursor Ventures | — |
Growth signals
Origin website traffic
Latest recorded traffic for Origin is 460K monthly website visits, down 17.9% over the last three months. Origin's team declined 1.8% over the past year.
Hiring
Open positions at Origin
Current openings linked to this company in Dealroom.
Comparisons
Origin compared with similar companies
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Capital deployed
Origin investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Talent graph
Origin's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Origin has talent and traffic
team presence
In the news
Latest news about Origin
Recent press, funding announcements, and product moves mentioning Origin — open to read from the original sources.
Market sentiment
What the market is saying about Origin
An AI-synthesized read of the highest-engagement posts about Origin on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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