Origin launches its comprehensive financial management platform directly to consumers, expanding beyond its previous employee-focused services.
The product offers a variety of financial tools including budgeting, investing, tax filing, AI financial planning, and upcoming estate planning services.
Origin provides a 3-month free preview for new users and promises a seamless transition for former Mint users with features like importing transactions and custom categories.
The platform aims to simplify financial management and save users from financial mistakes and inefficiencies, potentially reducing costly advisory fees.
Accessible Certified Financial Planners (CFP) are available for personalized guidance, with payment on a 'pay as you go' basis.

Origin is a financial management platform that consolidates tracking, planning, and investing in one place. Users can assess their complete financial picture, receive personalized recommendations for budgeting and savings, and get real-time, AI-powered planning assistance with Sidekick. Origin also provides direct access to Certified Financial Planners for tailored advice. Their investment arm, Origin Invest, offers automated investing with no advisory fees and an expense ratio of 0.00%. The service aims to replace fragmented and expensive financial tools with an integrated solution for $12.99 per month, offering a 30-day free trial without requiring a credit card.

Origin

Origin simplifies finance with advice, tracking, saving, and investment.

Origin's All-In-One Financial Platform Launch

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