Breadth of Services

The main service offered by Origin is its app, through which the company provides spending tracking and investing tools as well as estate planning and financial guidance content. You can track your full financial picture through different accounts, all in one place. Origin offers up to 4.58% APY on its investment platform and the app even allows you to file federal, state and joint returns through its free tax filing capability, with the maximum refund guaranteed. You can add unlimited filing support and a final review from a tax expert for $189. 

Pricing

You can try Origin for seven days using the company's free trial. After deciding if you want to keep using Origin to track your personal finances, you can subscribe to the company's services for $12.99 a month. Alternatively, you can opt to pay Origin yearly, for a cost of $99 a year. This would lower the overall cost of the app's services to around $8.25 a month. The company also offers 30-minute financial planning sessions for $99 and 60-minute sessions for $149. 

Educational Materials

Origin offers a wide range of educational articles and resources through its website. You can search through personal finance topics by type and topic and the educational resource archive offers articles, news, case studies, webinars and e-books. The company keeps its educational content up to date, with various financial wellness and personal finance topics being available from recent months. 

Customer Experience

The company's website is straightforward in its offerings and ease of use. You can download the app directly through the Apple App or Google Play Store, or access it through the company's internal login. Origin has its content separated for general consumers, employers and couples, so you can easily access the information you are looking for. The company also offers The Gist, a newsletter sent twice a week offering bite-sized money insights and general financial news content. 

Reputation

The company has registered over 100,000 users to which it offers a network of certified financial planners. Origin is an insured institution with the Federal Deposit Insurance Corporation. However, the company is not accredited nor registered with the Better Business Bureau which therefore does not offer it a rating. The company is backed by leading investors including Felicis, General Catalyst and Founders Fund.

Origin Summed Up

Origin provides a copious amount of financial tools and assets made to help you optimize your investments and keep track of every step of your financial journey. Its free tax filing capabilities and financial planning advice on top of it only add to the app's versatility of aiding you in whatever money-related chore you might have. The app's simple to understand pricing model also promises no hidden fees, which will also provide ease of mind for your financial journey.