Track all your finances and create a budget, while your proactive AI Financial Advisor finds new ways to save you money - on your own and as a couple.
Track everything. Get a full picture of your financial life.
- Securely connect all your financial accounts in seconds
- Track spending, cash flow, subscriptions and bills
- Build smart AI budgets based on your habits
- See your portfolio in one place with real-time performance, benchmarks, and analyst commentary
- Share your account with a partner – at no extra cost
Ask anything. Get tailored guidance from your AI Advisor.
- Get Instant Insights on your spending and personalized investing guidance from your AI Advisor
- Stay ahead with real-time alerts and tailored money and market recaps
- Forecast major life events like buying a home, having a child or retirement planning
- Understand where your money's going – and why
Maximize your money. Grow and protect your wealth with confidence
- Receive personalized investment recommendations aligned with your risk profile and financial goals
- Invest in AUM-fee free automated index portfolios with out all-in-one investing app
- Earn more with a high-yield cash account
- Explore curated stock bundles built by experts
- Meet 1:1 with CFP® professionals for wealth management guidance
- File your taxes and create estate plans - right inside the app
No ads. Ever.
Origin is private, secure, and SOC-2 compliant. We never sell your data, and we partner with trusted providers like Plaid, Finicity, and MX for secure connections.
Trusted by Forbes, Fast Company, Axios, and more.
Named Best Budgeting App by Forbes (July 2024)
Join thousands taking control of their money management with Origin. Try it free today.
EULA: https://useorigin.com/legal/terms-conditions
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
