Origin

Unite your finances and build wealth with Origin: AI-powered budgeting, spend tracking, investment tools, estate and tax planning, plus advice from CFP® professionals—all in one intuitive platform.

Developer of a money management platform designed to educate employees in managing their finances. The company's platform combines human financial planners with financial technology that educates and helps to create, execute, and track personalized financial plans, enabling workers to manage their entire financial lives in one place and receive personalized guidance along the way.