Origin
PrivateLast Round
Series A
Extension
Mar 25, 2026
Est. Valuation
$400M
Total Funding Raised
$106.5M
Momentum Score
25 /100
Company Overview
Origin (Financial Software) is a financial technology company that offers a money management platform to educate employees on personal finance while providing tools to create, execute, and track customized financial plans with the support of human financial planners.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, HR
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Origin Comps
Public and private peers based on sector, stage, and business model.
Origin Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A Extension | Mar 25, 2026 | ||||
| Series B | Aug 30, 2021 | ||||
| Series A | Jun 12, 2020 | ||||
| Seed | Nov 15, 2019 |
Key People
Founding team and executive leadership
Origin Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| 01 Advisors | Series B |
| Acadian Ventures | Series A Extension |
| Founders Fund | Series A, Series B |
| Notion Capital | Series A Extension |
| Felix Capital | Series A Extension |
| Precursor Ventures | Seed |
| General Catalyst | Series A, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 30, 2021
Raised $56M at a $400M post-money valuation.
Origin Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Origin's valuation, stock price, and market status.
