Origin
PrivateLast Round
Series B
Aug 30, 2021
Est. Valuation
$400M
Total Funding Raised
$76.5M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Origin is a fintech company that provides an all-in-one financial wellness platform combining AI-powered budgeting, investment tools, and access to human financial planners for employees.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, NLP & Conversational AI, Financial Data
Business Model
B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Origin Comparables
Compare Origin with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Monarch Money | 87% | |
| Brightside | 80% | |
| Boldin | 79% |
For institutional investors. Book with your work email.
Origin Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Aug 30, 2021 | ||||
| Series A | Jun 12, 2020 | ||||
| Seed | Nov 15, 2019 |
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Key People
Founding team and executive leadership
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Origin Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| 01 Advisors | Series B |
| Founders Fund | Series A, Series B |
| Precursor Ventures | Seed |
| General Catalyst | Series A, Series B |
| Abstract Ventures | Series B, Seed |
| 01A | Series B |
| Maschmeyer Group Ventures | Seed |
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Market signals
Structured signals derived from secondary market and firmographic data.
- May 20, 2026
Reported over 100% year-over-year growth.
- May 20, 2026
Company job posting indicates profitability has been reached.
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Origin Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Origin's valuation, stock price, and market status.
Is Origin a public or private company?
Origin is a private company.
What is the current stock price of Origin?
Origin is a private company, so its shares have no public market price. Caplight tracks Origin's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Origin worth (valuation)?
Origin's valuation is estimated at $400.0M based on funding round data.
Can I buy Origin stock?
Origin shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Origin's last funding round?
Origin's most recent funding round was Series B on August 30, 2021.
Who are the main investors in Origin?
Key investors in Origin include 01 Advisors, General Catalyst, Abstract Ventures, 01A, Felicis Ventures.
Will Origin IPO soon?
No public IPO plans have been announced for Origin.
How can I track Origin secondary market activity?
Caplight tracks bids, offers, and trades in Origin's shares on secondary markets.