Origin
Tap a star to rate
Origin launched in 2021 to unify budgeting, investment tracking, and estate planning into a single dashboard. It uses AI to aggregate financial data across accounts and surface actionable insights about your cash flow, portfolio, and long-term wealth strategy without forcing you to switch between apps.
Best for individuals managing multiple investments and concerned about comprehensive wealth planning. If you want to track spending, grow investments, and plan for estate questions all in one place, Origin bundles these typically separate concerns together.