About Origin Financial
Origin Financial is a Technology company based in San Francisco (United States) founded in 2019. Origin Financial is operated as an AI-driven financial platform. It operates on a SaaS (Software-as-a-Service), Subscription Services, and FinTech model in Technology, Financial Services, and Healthcare sectors. Origin Financial has raised $68 million across 2 funding rounds from investors including Dick Costolo, o1a.com and General Catalyst. Origin Financial has completed 2 acquisitions, including Finny and MyAdvocate. Origin Financial was last valued at $400 million in August 2021. Its website useorigin.com draws about 544 thousand monthly visits. Origin Financial offers products and services including Spending Tracker, Investment Monitoring, AI Financial Advisor, and Forecasting Tool. Its focus areas include Financials and Investment Advice. Its legal entity is Blend Financial Inc. DBA Origin Financial. Its competitors include Hinge Health, Brex and Accolade; 3 of its 3 listed competitors have raised funding.
Company details
Origin Financial is managed as an all-in-one financial platform offering tools for budgeting, investing, and forecasting. Services are provided through AI-driven insights and personalized financial advice. The platform caters to individuals and couples, with solutions for employers also included. Operations are focused on syncing financial accounts, tracking spending, and monitoring investment portfolios in real time. The company is regulated by the SEC as a registered investment adviser through its subsidiary, Origin Investment Advisory LLC.
- Headquarters San Francisco, United States
- Stage Minicorn
- SectorsTechnologyFinancial Services Healthcare
- Website category Finance
- Email••••••••
- Website useorigin.com
- Social LinkedIn X YouTube
- Legal Name Blend Financial Inc. Dba Origin Financial
Products & Services of Origin Financial
Origin Financial offers a comprehensive portfolio of products and services, including Spending Tracker, Investment Monitoring, AI Financial Advisor, and Forecasting Tool.
Spending is tracked and categorized automatically for users.
Investment performance is monitored across diverse asset types.
Personalized financial advice is provided by AI technology.
Future financial scenarios are modeled for planning purposes.
Apps and channels of Origin Financial
Origin Financial publishes 2 mobile apps with over 10K+ downloads; its YouTube channel Origin Financial has 403 subscribers and 19 videos.
Videos from Origin Financial
The most watched videos on Origin Financial's YouTube channel, Origin Financial (403 subscribers). Click a video to play it here.
More on Origin Financial.
Funding Insights of Origin Financial
Origin Financial has successfully raised a total of $68M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $56 million completed in August 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $68M
- Total Rounds 2
- Last Round Series B — $56M
- First Round $12M
(Jun 2020)
- Investors Count 7
All 2 funding rounds of Origin Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2021 | $56M | Series B | $400M | Dick Costolo, o1a.com | |
| Jun 2020 | $12M | Series A | – | Felicis Ventures |
| Date | Valuation | Stage |
|---|---|---|
| Aug 2021 | $400M | •••••••• |
Last known valuation $400M (Aug 2021). 7 investors in total: 5 institutional and 2 angel.
Investors in Origin Financial
Origin Financial has secured backing from 7 investors, including angel, institutional, and venture fund investors. Prominent investors backing the company include Dick Costolo, o1a.com and General Catalyst.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment and transformation services for entrepreneurs in technology and finance sectors. | generalcatalyst.com | |||
Venture capital investments in technology and defense sectors. | foundersfund.com | |||
Early-stage startups are invested in by sector-agnostic VC firm. | abstractvc.com | San Francisco, United States | ||
Investments in technology startups are made by Felicis Ventures. | felicis.com | Menlo Park, United States | ||
| o1a.com | ||||
DC Dick Costolo | Former Twitter CEO, angel investor, and tech entrepreneur with global influence | unknown_3bb56dd0193641668 | ||
LG Lachy Groom | unknown_292acd56a2d343259 |
Investor details for Origin Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Origin Financial
24 people are tracked at Origin Financial (9 in leadership, 15 in team).
| Name | Role | Group |
|---|---|---|
Atul Kakkar | Chief Product Officer | Leadership |
Alex Wagner Lavian | VP of Marketing | Leadership |
Lee Anna | Director of Sales Marketing | Leadership |
Justine Janét | EA to CEO | Leadership |
Matt Watson | Co-Founder & CEO | Leadership |
Arian Rodrigo Hassanalizadeh Cipm | General Counsel & Chief Compliance Officer | Leadership |
Shivani Parikh | Vice President Operations | Leadership |
Ana Laura de Araújo Santos | People Partner | Tech Recruiter | Leadership |
Daniel Kaplan | Head Of Design | Leadership |
Paul Meister | SVP, Commercial | Team |
Matt Karycki | Enterprise Account Executive | Team |
Alex Pigott | Senior Product Marketing Manager | Team |
Alexandria Gazzillo | Senior Operations Manager & Network Lead | Team |
Wallis Finger | General Counsel | Team |
André Bolina | Senior Product Engineer | Team |
Marcus Paul Miller | Network Financial Advisor | Team |
Marwa Fahmy | Human Resources Manager | Team |
Janell Bascara | SDR Manager | Team |
Ralph Brill | Guidance Planner | Team |
Victoria Monvoisin | Recruiting And People Operations Specialist | Team |
4 more people are available in the full profile.
Complete people profiles for Origin Financial
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Investments & Acquisitions by Origin Financial
Origin Financial has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Finny and MyAdvocate.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Platform offering will planning software | myadvocate.com | Boston, United States | 1996 | Oct 2023 | •••• | |
Financial management tools for employees | askfinny.com | San Francisco, United States | 2020 | Jun 2023 | •••• |
Complete acquisition details for Origin Financial
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Timeline of Origin Financial
6 dated milestones of Origin Financial across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Origin Financial is founded.
- Funding First funding round of $12.0M.
- Funding Latest funding round, Series B, of $56.0M.
- Milestone Reaches Minicorn status.
- Acquisition Acquires Finny.
- Acquisition Acquires MyAdvocate.
Competitors of Origin Financial
Origin Financial has 3 listed competitors in our database, 3 of them funded. They include Hinge Health, Brex and Accolade.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hingehealth.com | 2015 | San Francisco, United States | $854.44M | 1,442 | Virtual physical therapy and digital pain care solutions are provided. | |
| brex.com | 2017 | Draper, United States | $1.2B | SaaS-driven credit card and spend management solutions platform for businesses | ||
| accolade.com | 2007 | Plymouth Meeting, United States | $228.3M | Employee health benefits are facilitated via a cloud-based platform. |
Detailed competitors of Origin Financial
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Web traffic of Origin Financial
The website of Origin Financial (useorigin.com) receives about 544.5K visits a month and ranks #75,000 among all websites worldwide, #4,733 in Finance.
- Monthly visits544.5K
▲ 5.9% vs previous month
- Unique visitors158.1K
per month
- Global rank#75,000
among all websites
- Category rank#4,733
Finance · Finance
- Bounce rate41%
- Pages per visit5.8
- Average visit3 min 33 sec
- DevicesDesktop 49% · Mobile 51%
Websites whose visitors overlap most with Origin Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
robberger.com | robberger.com | 100% | #111,077 | – | |
| monarchmoney.com | 99% | 28.3K | #1,157,909 | View details | |
| nerdwallet.com | 93% | 22.3M | #2,677 | View details | |
| getcandidly.com | 86% | 28.2K | #691,543 | View details | |
| facet.com | 84% | 288.1K | #193,539 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Origin Financial
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- 40 similar websites
- Audience overlap
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Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Origin Financial (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Origin Financial
Complete news archive for Origin Financial
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Frequently Asked Questions about Origin Financial
Origin Financial was founded in 2019 and raised its 1st funding round 1 year after it was founded.
Origin Financial is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Origin Financial is a funded company, having raised a total of $68M across 2 funding rounds to date. The company's 1st funding round was a Series A of $12M, raised on Jun 2020.
Origin Financial is managed as an all-in-one financial platform offering tools for budgeting, investing, and forecasting. Services are provided through AI-driven insights and personalized financial advice. The platform caters to individuals and couples, with solutions for employers also included. Operations are focused on syncing financial accounts, tracking spending, and monitoring investment portfolios in real time. The company is regulated by the SEC as a registered investment adviser through its subsidiary, Origin Investment Advisory LLC.
Origin Financial's top competitors include Accolade, Hinge Health and Brex.
Origin Financial offers Spending Tracker, Investment Monitoring, AI Financial Advisor, and Forecasting Tool.
Origin Financial has made 2 acquisitions, including Finny, and MyAdvocate.
Origin Financial has 7 investors. Key investors include Dick Costolo, o1a.com, General Catalyst, Lachy Groom, and Founders Fund.
The valuation of Origin Financial is $400M as of Aug 2021.
Origin Financial operates through Blend Financial Inc. Dba Origin Financial.
Yes. Origin Financial publishes Origin: Budget & Track Money and 1 more app, with over 10,000 downloads.
The website of Origin Financial receives about 544 thousand visits a month and ranks #75,000 among all websites worldwide.