Origin
Your personal AI Financial Advisor
San Francisco, United States · Founded 2018 · $119.0M raised
- Headquarters
- San Francisco, California
- Employees
- 51–200
- Founded
- 2018
- Business Model
- B2B
- Website
- useorigin.com
- Total Funding
- $119.0M
- Last Round
- $30.0M Series AMar 2026
- Rounds
- 4
About
Origin is an all-in-one financial wellness platform that helps employees and individuals track spending, manage investments, plan for taxes, optimize net worth, and access certified financial planners — all in one place. Sold to employers as an employee benefit, Origin provides each team member with a personal AI financial advisor (Sidekick), automated budgeting, investment accounts with 0% expense ratios, cash management, and on-demand access to CFP-certified planners. The platform integrates with Plaid, Finicity, and MX for secure account connections and is SOC-2 compliant. Founded in 2018 and named 'Best Budgeting App' by Forbes in 2024 and one of Fast Company's Most Innovative Companies, Origin is operated by Blend Financial Inc. and is headquartered in San Francisco.
Summary
Origin is a Financial Services company based in San Francisco, United States, founded in 2018. It has raised $119.0M in total across 4 rounds, most recently a $30.0M Series A round in Mar 2026. Investors include General Catalyst, Felicis Ventures and Notion Capital.
Tech & App Stack
9 technologies & apps tracked
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Funding History
Mar 2026
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Investors
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