Origin logo — Let's talk money. Hit financial milestones, get expert guida...

Origin

Let's talk money. Hit financial milestones, get expert guidance, and manage money with ease.

Founded 2018 United States Boston, United States 175 employees Series B Total: $72.00M Finance, Financial Services +3

General Information

Company Name Origin
Founded Year 2018
Location United States Boston, United States
Founders / Decision Makers
Team member Team member
Employees 175
Industries Finance, Financial Services, Fintech +2
Funding Stage Series B
Social

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About Origin

Origin is revolutionizing financial management with its innovative platform designed for the modern workforce. With the slogan, "Let's talk money. Hit financial milestones, get expert guidance, and manage money with ease," Origin serves as a comprehensive solution for managing compensation, benefits, and personal finances all in one place. By integrating financial professionals into their platform, they offer a unique value proposition that sets them apart in the crowded Fintech and Insurtech industries.

Founded in 2018 and headquartered in the United States, Origin is led by experienced founders and has quickly attracted major attention. Their growth trajectory is underscored by a $56.00M Series B investment completed on 30 August 2021, with backing from renowned investors including Felicis Ventures, Founders Fund, and General Catalyst.

Their mission-driven team and the robust financial backing are positioning Origin as a standout player in Finance and Human Resources, offering compelling growth opportunities for potential investors.

Taxonomy: Financial Wellness, Employee Financial Planning, Compensation Management, Benefits Management, Personal Finance Management, Financial Advisory, Investment Management, Tax Planning, Employee Equity Management, Financial Technology, Personalized Financial Plans, Integrated Financial Solutions, Remote Work Solutions, Workforce Financial Education, Human Financial Planners

Services & Products

financial tracking
investment tools
estate planning
budgeting and spending analysis
financial guidance and advice

Target Customers

individuals seeking wealth management couples managing shared finances employers looking for financial products users looking for tech-assisted financial advice

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Series B $56.00M 7
Felicis Ventures, Founders Fund +5
30 Aug 2021
Series A $12.00M 3
Felicis Ventures, Founders Fund +1
11 Jun 2020
Seed Round $4.00M -
15 Nov 2019
Pre Seed Round Undisclosed -
01 Feb 2019

Origin Alternatives & Competitors

Origin vs
Northstar
Northstar United States

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Venture round
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Origin vs
Your Money Line
Your Money Line United States

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Origin vs

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FAQ About Origin

Let's talk money. Hit financial milestones, get expert guidance, and manage money with ease.
Origin was founded in 2018.
Origin is headquartered in Boston, United States.
Origin operates in Finance, Financial Services, Fintech, Insurtech and Human Resources. Its work centres on Financial Wellness, Employee Financial Planning, Compensation Management and Benefits Management. Its customers include individuals seeking wealth management, couples managing shared finances and employers looking for financial products.
Origin has approximately 175 employees.
Origin has completed 4 funding rounds, raising a total of $72.00M. The latest funding stage is Series B.
Origin offers: financial tracking, investment tools, estate planning, budgeting and spending analysis, financial guidance and advice.
Top alternatives and competitors to Origin include Northstar, Your Money Line, ArthaYantra, BrightPlan, SmartPath. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Origin and Northstar are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Origin, https://bouncewatch.com/company/origin-1, updated 4 August 2025. When citing, please name BounceWatch and link this page.

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