O
Origin
First comprehensive money management platform for the modern workforce
About Origin
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.
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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.
At a glance
- Status
- Operational
- Founded
- 2018
- Headquarters
- Boston, United States
- Employees
- 167
- Open positions
- 1
- Dealroom signal
- 68.0/100
- Industry
- Fintech
- Sub-industry
- Wealth Management
- Sector
- Fintech, Wealth Management, Retirement, Pension and Savings, Portfolio Management
- Business model
- Marketplace & ecommerce
- Client focus
- b2c
- Investment activity
- 1 company, latest Jun 2023
- Capital deployed
- —
- Preferred round
- ACQUISITION
Knowledge graph
More headlines
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 | — |
Growth signals
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.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed5 investors entered at this stage
Precursor Ventures
Abstract Ventures
General Catalyst
Founders Fund
Lachy Groom
Series A3 investors entered at this stage
Felicis
01 Advisors
Dick Costolo
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Origin on X, ranked by likes and reposts, corporate channels excluded.
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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