About
Origin is the first SEC-regulated AI financial advisor. Founded 2019 in San Francisco. Raised $68M total ($56M Series B Aug 2021) at $400M valuation. AI scores 98.3% on CFP-style exams vs 85% for human CFPs. Named Forbes Best Budgeting App (July 2024). Combines AI with access to human advisors. Investors include Felicis, General Catalyst, Founders Fund, 01A.
Key Facts
- [1]Founded: Founded in 2018 in San Francisco, United States.
- [2]Funding: Total funding: $72M. Last round: Aug 2021. Stage: Seed.
- [3]Employees: Employee count: 51-200.
- [4]Website: Official website: useorigin.com.
- [5]AI Technology: Core AI/ML technologies: Predictive ML.
- [6]Region: Region: Americas (United States).
Founder
Matt Watson
Co-founder & CEO
AI Technology
Predictive ML
Traditional ML algorithms for classification, regression, and scoring models
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is Origin Financial?
Origin is the first SEC-regulated AI financial advisor. Founded 2019 in San Francisco. Raised $68M total ($56M Series B Aug 2021) at $400M valuation. AI scores 98.3% on CFP-style exams vs 85% for human CFPs. Named Forbes Best Budgeting App (July 2024). Combines AI with access to human advisors. Investors include Felicis, General Catalyst, Founders Fund, 01A. Origin Financial is classified in the Enterprise Finance segment at the Applications layer of the financial AI stack.
Who founded Origin Financial?
Origin Financial was founded by Matt Watson (Co-founder & CEO) in 2018 in San Francisco, United States.
How much funding has Origin Financial raised?
Origin Financial has raised $72M in total funding, placing the company at the Seed stage. The most recent round closed in Aug 2021. Among 79 funded Enterprise Finance companies, Origin Financial ranks #38 by total capital raised. (Source: AIFI Map directory.)
What AI technology does Origin Financial use?
Origin Financial primarily leverages Predictive ML technology. Traditional ML algorithms for classification, regression, and scoring models. Within the Enterprise Finance segment, 58 companies use this technology.
What market segment does Origin Financial operate in?
Origin Financial operates in the Enterprise Finance market segment. AI enterprise finance companies are automating and enhancing the financial operations of businesses — from accounting and treasury management to financial planning, analysis, and corporate finance.
Where is Origin Financial headquartered?
Origin Financial is headquartered in San Francisco, United States. The company operates in the Americas region. The team consists of 51-200 employees. United States is home to 324 financial AI companies tracked by AIFI Map.
Who are Origin Financial's competitors?
Companies similar to Origin Financial in the Enterprise Finance space include Unit21 ($92M raised), Kaaj ($4M raised), Lendbuzz ($310M raised), Ramp ($2.3B raised), Brex ($1.5B raised). These companies operate in related areas of financial AI: Unit21 focuses on ai-powered fraud and aml platform. Kaaj focuses on agentic ai for small-business lending automation. Lendbuzz focuses on ai auto financing for underserved populations. (Based on AIFI Map classification data.)
What products does Origin Financial offer?
Origin Financial builds applications-layer solutions for the financial services industry. The company's core offering: AI financial advisor with CFP access. The platform is powered by Predictive ML technology.