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Origin

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Advantages

All-in-one wealth platform—budget, invest, high-yield cash and tax guidance

Features

AI Large Language Models AI Investment AI Finance Tools

What is Origin?

Origin unifies everyday banking, automated budgeting and commission-free investing with personalised tax-loss harvesting and estate-planning tools. AI projections model retirement shortfalls, while the high-yield cash account earns 4 % APY with FDIC insurance up to $5 M. A dedicated CFP team offers on-demand advice, helping users increase net worth by an average of 22 % in the first year.