Build your wealth all in one place with Origin.
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Wealth isn't traditionally easy to manage, so we've built an entirely new approach. Whether you're boosting your savings, growing your investments, or planning for a well-earned retirement, Origin makes it easier to take an active role in building your wealth.
100K+ Users
Network of Certified Financial Planners®
FDIC Insured
Unite your finances to get the full picture of your net worth, spending, investments, real estate, equity, and more.
Start Tracking SpendNet 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.
A suite of investing and savings tools that make it easy to grow your wealth, from a high-yield cash account, automated index investing, to thematic stock bundles.
Start InvestingCash 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.
Level-up your money management with real-time insights from AI plus expert human guidance on topics ranging from investing to retirement.
Learn More About AdviceSidekick, Your AI Finance Assistant
Let AI analyze your portfolio, help you plan for retirement, create a savings goal, and answer all your money questions.
Intelligent Notifications
Real-time with notifications about changes to your spending, investments, and credit score.
Certified Financial Planners®
Meet with an expert to get personalized support and tailored recommendations for every financial milestone.
Everyone has something valuable to protect. Decide who gets what, when, and how when you create an estate plan with Origin.
Start Estate PlanningBasic Will
Simple, quick, and free legal document that allows you to choose who gets what.
Full Will
Customize your will with more options, from guardianship to healthcare decisions.
Trust
Opt for our most comprehensive plan to protect your assets and avoid costly legal disputes in probate court.
Origin users save around $1,300 every year by bringing their financial life into one subscription.
Origin is all you need
Financial Planning
Investing
Budgeting
Tax
Estate Planning
Tracking
“Origin [has] given me a better financial education for the next 20 years or so of my life.”
Tony S.
Origin User
For Couples
“I was able to invite my partner to Origin in just a few clicks, and now we can easily track our spending and savings goals together.”
Andrew P.
Origin User
Tracking
“Origin makes spend tracking so easy and simple. It’s so nice to see my net worth and all my finances in one centralized place.”
Sonia H.
Origin User
Advice
“If it hadn't been for our CFP®, we probably would still be thinking that we'd never be able to afford a house, not where we are now, which is finishing up some updates in our house that we should be able to move into next week! ”
Cristina F.
Origin User
Updates
New in Origin: Investing, Savings, and AI Tools Make Wealth-Building Easy and Approachable
Read Now(opens in new window)Try Origin free for one month, then $12.99 / month. It's the smartest investment you can make.
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