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Origin, the all-in-one personal finance app, has launched the first SEC-regulated AI financial advisor, designed to deliver certified financial planner-level guidance to everyday Americans. By integrating advanced AI with individual financial data, Origin provides personalized, real-time financial advice, breaking the barrier of cost that has traditionally limited access to expert guidance.
First SEC-regulated AI financial advisor for personalized guidance.
Outperforms leading LLMs and CFPs across all eight CFP® mock exam modules.
Scores 17 points above human performance on CFP exams.
Offers a one-year subscription for $1 for new users (one-day offer).
Unifies budgeting, investing, and planning in a single dashboard.
Features AI-driven dialogue, automated insights, and market monitoring.
Origin’s AI financial advisor challenges the notion that expert financial guidance is only for the wealthy. By combining users’ financial data—cash flow, investments, liabilities, and taxes—with advanced multi-agent AI, it delivers advisor-grade insights in real time. “For too long, expert financial guidance has been reserved for the wealthy,” said Matt Watson, founder and CEO of Origin. “Origin removes that barrier by unifying a user’s full financial picture and applying advanced multi-agent AI to deliver advisor-grade insights.”
Demonstrating human-level expertise, Origin’s AI outperformed leading large language models (LLMs) and certified financial planners across all eight CFP® mock exam modules, achieving a score 17 points above human performance. This showcases its ability to provide consistent, high-quality financial advice, rivaling dedicated human advisors.
The redesigned Origin platform offers a unified dashboard with features that enhance financial decision-making:
AI Financial Dialogue: Real-time conversations using advanced reasoning and live market data.
Automated Insights: Immediate explanations of spending, saving, and investing shifts.
Personalized Briefings: Daily and weekly reports linking personal finances to market trends.
Market Monitoring: Tracks sectors and assets with proactive AI-driven opportunity alerts.
Investment Analysis: Detailed views of holdings, performance, and portfolio allocation.
“Until now, large language models have been impressive but generic,” said Gustavo Silva, Chief Technology Officer at Origin. “By training our models on massive amounts of financial knowledge, we’ve created an AI that can engage with your unique situation and deliver professional-grade guidance.”
Origin’s AI Advisor provides clear, plain-language guidance for a range of financial scenarios:
Daily Decisions: “Can I afford to go out to dinner this weekend?”
Career Transitions: “How should I evaluate a job offer with 25,000 shares?”
Economic Planning: “Should I adjust my portfolio due to high inflation?”
Life Events: “Can I afford three months of unpaid parental leave?” or “How much house can I buy with 5% down?”
With over 100,000 users already leveraging Origin for budgeting and net worth tracking, the AI Advisor builds on the success of its existing AI feature, Sidekick, amid 10x user growth. The platform’s one-day offer of a $1 annual subscription aims to make expert financial guidance accessible to all.
Origin was founded on the belief that financial planning should be accessible to everyone. Combining human advisors with advanced financial technology, the platform unifies budgeting, saving, investing, and benefits to help users create and track personalized financial plans. Origin is backed by investors including 01A, Founders Fund, Felicis Ventures, General Catalyst, and Lachy Groom.
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