OriginThe #1 app to invest, get advice & track spend.

Origin - Budget, Track Spend, Invest, and Get Advice

Build Your Wealth All in One Place

Key Features

• Net Worth Tracking: Connect your accounts for a complete, secure overview of your assets and liabilities.
• Spend Tracking: View all your transactions in one place and gain insights into your spend, subscriptions, and cash flow.
• Budgeting: Create a budget in one click, add custom categories, and track your progress all month long.
• Cash Account: Grow your cash with our promotional rate of 5.8% APY.
• Automated Index Investing: Keep more of your returns with a personalized, AUM fee-free index portfolio.
• Stock Bundles: Discover new stocks and invest in collections curated by our expert investment team.
• AI Finance Assistant: Let AI analyze your portfolio, help you plan for retirement, create a savings goal, and answer all your money questions.
• Certified Financial Planners®: Meet with an expert to get personalized support and tailored recommendations for every financial milestone.
• Estate Planning: Create a basic will, full will, or trust to protect your assets and avoid costly legal disputes in probate court.

Use Cases

• Personal Finance Management: Track your net worth, spending, and budget all in one place.
• Investment Growth: Utilize high-yield cash accounts, automated index investing, and stock bundles to grow your wealth.
• Financial Guidance: Get real-time insights from AI and expert human guidance on topics ranging from investing to retirement.
• Estate Planning: Protect your assets and ensure your wishes are followed with comprehensive estate planning tools.

Pricing

Try Origin free for one month, then $12.99/month. It's the smartest investment you can make.

Teams

Origin is backed by a network of Certified Financial Planners® and a dedicated investment team, ensuring you receive expert advice and curated investment options. Our AI Finance Assistant provides real-time insights and personalized recommendations, making financial management accessible and straightforward for everyone.