Q.What services does Origin offer?
A.Origin offers spending tracking, budgeting, investing, estate planning, financial guidance, and tax optimization.
O
Origin
★4.4
💬16888
💲Paid
Origin is a comprehensive financial management platform that simplifies budgeting, investing, and financial planning. It offers tools for tracking spending, creating budgets, investing in various assets, and planning for retirement and other financial goals.
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Platform
web
BudgetingEstate planningFinancial planningInvestingMoney managementPersonal financeTax
What is Origin?
Origin is an all-in-one financial solution designed to help users manage their finances by offering tools for budgeting, tracking spending, investing, estate planning, and tax optimization. It simplifies money management and wealth building by providing personalized financial guidance from AI and certified financial planners.
Core Technologies
- AI-powered financial guidance
- Automated index investing
- Spending tracking
Key Capabilities
- Spending tracking and budgeting
- Automated index investing
- High-yield cash account
- AI-powered financial guidance
- Estate planning tools
- Tax optimization
Use Cases
- Tracking net worth and spending habits
- Creating and managing budgets
- Investing in automated index portfolios or stock bundles
- Planning for retirement and other financial goals
- Creating a will or trust for estate planning
- Managing shared finances with a partner
Core Benefits
- Comprehensive financial management in one platform
- Personalized financial guidance from AI and experts
- Tools for various financial needs, including investing and estate planning
- Potential cost savings compared to using multiple individual services
Key Features
- Spending tracking and budgeting
- Automated index investing and stock bundles
- High-yield cash account
- AI-powered financial guidance and certified financial planners
- Estate planning tools
- Tax optimization
How to Use
- 1Sign up for Origin and connect financial accounts.
- 2Track spending and create budgets.
- 3Invest in automated index portfolios or stock bundles.
- 4Plan for retirement and other financial goals.
- 5Access financial advice from AI and certified planners.
Pricing Plans
Origin
$12.99/month or $99/year
Try Origin for free, then $12.99/month or $99/year.
Frequently Asked Questions
Q.Is Origin FDIC insured?
A.Balances associated with the Cash Management Account are held by Program Banks and protected by the FDIC’s insurance coverage up to the maximum deposit insurance limits through the applicable Program Bank. Origin is not an FDIC-insured depository institution.
Q.How much does Origin cost?
A.Origin offers a free trial, then charges $12.99/month or $99/year.
Q.What is the APY for the Cash Management Account?
A.The Cash Management Account (APY) is 4.37% as of May 12, 2025. APY is variable and subject to change at any time without notice. The Cash Management Account promotion entitles eligible users to receive a 0.50% APY increase over the standard base APY then in effect.
Pros & Cons (Reserved)
✓ Pros
- Comprehensive financial management in one platform
- Personalized financial guidance from AI and experts
- Tools for various financial needs, including investing and estate planning
- Potential cost savings compared to using multiple individual services
✗ Cons
- Subscription fee required after the free trial
- Reliance on connecting financial accounts, which may raise privacy concerns for some users
- Investment advisory services are subject to risks and may not guarantee returns
Alternatives
No alternatives found.