Origin - financial planning

Manage all your money on the go.
Origin is the all-in-one wealth management platform, where you can manage your personal finances and get personal guidance from Certified Financial Planners.
Holistic Net Worth:
- Connect your bank accounts, credit cards, investments, and retirement plans in one place to see your full financial picture.
- See how your assets and liabilities factor into your holistic Net Worth.
1: 1 financial planning:
- Match with a Certified Financial Planner based on your goals and priorities.
- Book a Video call with your financial planner to ask any money questions and get real-time guidance.
- Receive a step-by-step plan and track your progress in Origin.
Personalized insights:
- Get powerful money recommendations based on the accounts you connect.
Spending & Budgeting:
- Seamlessly track your spend with real-time expense tracking.
- Effortlessly manage your cash flow and see money coming in and out.
- Create a budget that works for you.
Investments:
- Track individual stock and portfolio performance and optimize your strategy.
Equity:
- For employees with equity, track private or public equity compensation with an overview of your estimated net value, your vested and unvested shares, and projected value over time.
Origin is the one-money membership that does it all.
Our app empowers you to manage your money with confidence and ease.
Safe, strong and secure:
At Origin, securing your data is our number one priority.
Weve implemented best-in-class encryption, data protection, and operational protocols to ensure our members information is safeguarded.
- All account data is anonymized immediately so its not personally identifiable.
- All financial accounts connected to the platform are protected with bank-level security.
- SOC2 Type 2 certified
- GDPR compliant

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