Origin
PrivateLast Round
Series B
Aug 30, 2021
Est. Valuation
$400M
Total Funding Raised
$76.5M
Momentum
Top 10%
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% | |
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 |
Key People
Founding team and executive leadership
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 |
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.
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.