We wanted to build a product so that you’d never think about your money again. It’s a strange goal for a personal finance app, but when we thought deeply about the best experience we could possibly build, it was one where our users could forget about the biggest stressor in their life…their money. A year ago we launched the first AI financial advisor. It unlocked financial advice to hundreds of thousands of our members. The problem we soon realized was that chat assumes people know what to ask, that they know how to ask it, and that they'll remember to keep asking, every month, for the rest of their lives. Unsurprisingly, very few people do that which results in thousands of dollars in financial mistakes that pass by our members each year. So we took those learnings and we built a new Origin Advisor. This one knows everything about your financial life. It knows the past decisions you’ve made, the ones you’re avoiding and the ones you don’t even know exist. We now deliver all of this to you every day in our app. And soon it won’t just tell you what to do. It’ll do it for you. I’m incredibly proud of our team’s work. This type of financial advice used to be for people with a lot of money and now it's available to anyone with a phone. The best part is you don’t need to know anything about money, understand it or even think about it.

If you think the fundraising part is hard, wait until you get to the running the business part

We launched this product six months ago at @useorigin and have learned a lot in answering over 1,000,000 personal finance questions from our users. 1. For specific, repetitive use cases customers want purpose built features. Chat is an amazing accompaniment that enhances our experience, but when a user has a defined task (eg tracking or managing money), richer, deep features are much more useful. 2. Finance Chat is poweful to the extent you know what and how to ask. Simple queries (how much did I spend where) are more easily discovered and engaged with in product UI. The value of chat is in the complex and idiosyncratic. Equipping users with the tools to become power users in this way is critical. 3. The user doesn’t know what they don’t know. The killer feature is taking all known financial questions a user should be asking, turning that schema into proactive monitoring and telling the user exactly what financial opportunities exist in real time and allowing agentic execution of that opportunity. This requires the right combination of determinism, grounding and LLM to execute well and is my personal product focus at the moment.

🤝🙏🤝🙏🤝🙏 Much more to come @jona_s_c !

The more the AI slop, the more important the UI @useorigin design team is 🔥

Steadfast in your vision, flexible in your approach. and congrats @crazyfoo on joining as Exec Chair!

Calling all product and design leaders! We are offering a $10,000 referral bonus if you introduce us to someone we end up hiring for one of the roles below. We are wrapping up our best year ever at @useorigin and are looking for exceptional people to join our team in Boston. At Origin we are building the first AI Native Financial Advisor. We grew our consumer base more than 10x this year, and we are looking for gritty, intellectually curious, and tenacious builders to help us grow into a national leader in financial services. We are now hiring for several key roles as we continue to build a world-class product organization: * VP of Product * Head of Product (2) * Principal Product Designer These are high-leverage roles that will shape the future of how millions of people manage their money. We are looking for people who are scrappy, curious, and energized by building something new. If that sounds like you or someone you know, I would love to talk.

Added the tiniest bit of friction to our application process. Has made my life so much easier.

Love when I can copy past the same message to the @useorigin team 3 weeks in a row :)

😤 😤 😤

game recognize game. The design team at @useorigin cranks

here to serve

We're now over 60,000 financial questions answered on @useorigin since we launched our AI advisor two weeks ago. Nothing better than seeing feedback like this

One of my favorite new @useorigin features. AI recaps -- the easiest way to keep on top of your money with expert advice.

Here's my favorite review of @useorigin's new AI Advisor so far..."it's an AUM advisor killer"

"nothing comes close...It's too amazing not to share" we dropped the first AI financial advisor at @useorigin last week. not sure it gets much better than that!

the craftsmanship on the @useorigin design team. 🧑‍🍳😘 thanks for checking us out @dudufolio

Brick by brick 🧱

this guy gets it