Origin

Origin is an all-in-one financial solution designed to help users budget, track spending, invest, earn in a high-yield cash account, and receive personalized financial guidance. It aims to simplify money management and wealth building by offering tools for spending tracking, investing, estate planning, and tax optimization.

Key Features of Origin

• 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

Use Cases for Origin

• 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