Origin

Origin is a personal finance platform that tracks spending, investments and net worth across your accounts while an AI advisor suggests concrete ways to save money. It also covers forecasting, estate and tax planning, and gives access to CFP professionals.

After you link your accounts, Origin shows every transaction in one place, builds a budget, flags recurring subscriptions you may want to cancel and tracks portfolio performance. Its AI looks for actions such as moving idle savings to a high-yield account, lowering credit utilization or using an HSA or dependent care FSA.

There are dedicated features for couples managing money together and a high-yield cash account. Origin is also sold to employers as a financial wellness benefit for their staff.