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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
client focusb2csub industryWealth Managementbusiness modelMarketplace & ecommercesectorWealth ManagementindustryFintechsectorRetirementsectorPension and SavingssectorPortfolio Management

Valuation & funding

Origin funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
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
Showing 5 recorded eventsUnlock the complete deal history →

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.

Latest monthly visits460K 3-month web change-17.9% 1-year team growth-1.8%
Monthly website visits90 observations · Dec 2018–Jul 2026
Hover or focus a point to see its exact monthly valueCompare with peers →

Comparisons

Origin compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Capital deployed

Origin investments and acquisitions

Recent portfolio relationships for companies that also act as investors or acquirers.

Talent graph

Origin's talent

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Team profiled 23 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

8 investors on Origin's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 5 investors entered at this stage
Series A 3 investors entered at this stage
Felicis
01 Advisors
Dick Costolo

Global footprint

Where Origin has talent and traffic

Workforce by country
18 countries with
team presence
🇧🇷 Brazil37.2%
🇺🇸 United States34.6%
🇦🇺 Australia3.9%
🇬🇧 United Kingdom2.6%
🇨🇦 Canada2.6%
Top 5 of 18 shown

In the news

Latest news about Origin

Recent press, funding announcements, and product moves mentioning Origin — open to read from the original sources.

See all news

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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