
Your personal AI Financial Advisor
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.
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