Origin

Black Friday and Cyber Monday are just around the corner, and we know how easy it is to get swept up in the holiday spirit and spend much more than you planned. So we turned to our team of financial planners to get their guidance on managing money this holiday season. They noted that there are three big financial mistakes you can make over the holidays:? 1. Overspending on gifts 2. Accumulating high-interest credit card debt 3. Not accounting for non-gift expenses like travel and parties. But they also shared their straightforward, actionable insights on how to avoid these pitfalls and still have a fun, festive season. Read more on our blog: https://lnkd.in/egEynUkF

Thinking about creating a trust but don't know where to start? In this week's Origin deep dive, PM Ben Rounds walks us through our end-to-end estate planning product. Ben highlights how Origin helps you: ?? Figure out the right plan for your unique situation ?? Guide you through the process of protecting your assets ??? Ensure your legal documents are organized, accessible, and secure Subscribe to our YouTube for more product videos: https://lnkd.in/g3kYzU4R

At Money20/20? So are we! Don't miss our Chief Product Officer Atul Kakkar on The Richer Way Podcast tomorrow at 11am! He'll be discussing the future of DIY wealth management with Jaime Catmull at the MoneyPot Podcast Stage #1. See you there. https://lnkd.in/gFAJAhv3

Our PMs looove being in front of a camera. ??? For the past few weeks, our product team has been demoing different parts of of the Origin for our YouTube channel, and today we're excited to bring them to our LinkedIn community. In our latest episode, Phounsouk Sivilay provides a deep dive into our investing and savings features, and highlights the benefits that come from growing your money where you manage your money. Give it a watch, let us know what you think, and stay tuned for more videos coming your way shortly! Disclaimer: The Cash Management Account (APY) is 5.14% as of October 4, 2024. APY is variable and subject to change at any time without notice. The Cash Management Account promotion entitles certain eligible users to receive a 0.50% APY increase over the standard base APY then in effect. Terms and conditions apply.

We're thrilled to be finalists for the 2024 Benzinga Global Fintech Awards in five (yes, FIVE!) categories ?? : - Best New Product - Best Financial Planning Software - Best Financial Literacy Tool - Best in Financial Education - Most Impactful Fintech Executive (Shoutout to our founder and CEO Matt Watson) Building your wealth shouldn't be complicated. That's why you can track your money, invest, get guidance, and protect your assets, all on Origin. Check it out: https://lnkd.in/gv4c-6Pe Disclaimer: Origin's app was named a finalist for Benzinga's 2024 Global Fintech Awards. No compensation was given or received for this award.

We're excited to announce our latest partnership with Nava Benefits! Learn more in the video below.

Our AI-powered financial assistant, Sidekick, can now create a personalized retirement forecast for you. Sidekick now assesses your retirement readiness with personalized, data-driven insights: ?? Custom retirement projections based on your income, savings, and investments ??? Location-specific cost of living adjustments ?? Easy-to-understand progress graphs ?? Actionable recommendations Sidekick seamlessly integrates with Origin's all-in-one platform, allowing you to take immediate action: ?? Invest easily with an Origin brokerage accounts with ZERO asset management fees ?? Open a high-interest cash account to maximize returns on idle cash (currently earning 5.14% APY as of October 4, 2024) ?? Meet with a CFP? to get quality, expert support and guidance Ready to supercharge your retirement planning? Join Origin today and start building your wealth. Learn more: https://lnkd.in/edv__rwN

Origin is thrilled to be named to the inaugural Future of Work 100, a definitive list of the leading, venture-backed Worktech companies. Created by Acadian Ventures, the Future of Work 100, is a celebration of the leading venture-backed companies making an impact to redefine work in the future. Check out the full list here ?? https://futureofwork100.com. #FutureofWork100

Thank you BenefitsAlly for inviting Chad Schneider, Head of Strategic Alliances at Origin, to take the 3x3x3 Challenge ?? More on Origin and why every employer and broker should prioritize financial wellness in the full interview here: https://lnkd.in/ewcAxP98

Origin was recently featured in the Los Angeles Times, highlighting the growing trend of AI-powered wealth management solutions. ??? Some key insights: - 47% of Americans have deleted a personal finance app in the last six months - 69% are willing to use AI to help manage their money - Origin's holistic approach allows members to understand their financial situation and take action on personalized wealth-building strategies At Origin, we're proud to be at the forefront by offering: - Proactive notifications on market movements, your spending, credit score, and more - Personalized investment guidance and insights - Comprehensive financial tracking, planning, and investing tools - Access to human financial advisors for life's big decisions We believe that everyone deserves access to sophisticated financial tools and advice, not just high-net-worth individuals. With Origin, you can consolidate your financial life into one platform and make more informed decisions about your money. Interested in learning more about how AI is transforming wealth management? Check out the full article here: https://lnkd.in/gPGMXMQe