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Origin

Origin

Private
San Francisco, CaliforniaFinTechhttps://useorigin.com/

Last Round

Series B

Aug 30, 2021

Est. Valuation

$400M

Total Funding Raised

$76.5M

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

personal finance managementPFMAI financial advisorwealth managementfintech appfinancial planning toolbudgeting appautomated financial advicefinancial wellness platformemployee financial benefitmoney management appcertified financial plannerCFPestate planningrobo-advisor

Historical Pricing

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Caplight Momentum Score

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Origin Comparables

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Origin comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Monarch Money
84%
Boldin
80%
Brightside
78%

Origin Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BAug 30, 2021
Series AJun 12, 2020
SeedNov 15, 2019

Key People

Founding team and executive leadership

Matt Watson

Founder CEO

Founding Team

Gustavo Silva

Chief Technology Officer

Executive Team

Maurice GILBERT

Chief Financial Officer

Executive Team

Origin Investors

Notable investors and investment history

Origin investors
InvestorRounds
01 AdvisorsSeries B
Pathfinder Venture CapitalSeries A, Series B
Precursor VenturesSeed
Venture HighwaySeries A, Series B
Abstract VenturesSeries B, Seed
01ASeries B
Maschmeyer Group VenturesSeed

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.

Data table
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Origin Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Origin's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range168
Year Founded2018
Last FundingAug 30, 2021

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