
Your personal AI Financial Advisor
Blend Financial Inc., operating under the brand Origin, is an all-in-one personal finance platform founded in 2018 in San Francisco. Origin serves as an AI financial advisor that allows users to track spending, investments, and net worth across all connected accounts. The platform offers budgeting, portfolio monitoring, forecasting, estate planning, tax tools, and couples financial management in one unified experience. Origin also partners with employers as a financial wellness benefit, pairing software with access to Certified Financial Planners. Origin Investment Advisory LLC, a wholly-owned subsidiary, is registered with the SEC. The company has raised a Series B and counts over 100,000 users.
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Sep 2020
Nov 2019
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