Origin

Origin is a personal finance platform that combines account aggregation, net-worth and spending tracking, budgeting, subscription management, investment analysis, forecasting, tax tools, estate planning, and automated investing. Its AI Advisor uses connected financial data and market context to answer questions, explain changes, model life decisions such as retirement or a home purchase, and provide personalized planning guidance in plain language. Origin is sold as a subscription and may also be offered as an employee benefit.