Origin Financial
Budgeting, investing and an AI advisor in one subscription Budgeting
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Overview
Origin combines budgeting and account tracking with automated index investing and an AI Advisor that uses your accounts, spending, goals and market data. Human CFP sessions are available at an extra charge.
Best for
People who want budgeting, investing and AI guidance under one flat subscription.
Pros
- Flat subscription instead of a percentage of assets
- AI advisor included
- $1 introductory first year
Cons
- Human advice costs extra
- Price rises to $99/year after year one
Key features
- AI Advisor
- Budgeting and account tracking
- Automated index investing without AUM fees
- Investment tracking
- High-yield cash account