Origin Tech Stack

AI financial advisor for individuals and workplace financial wellness

Financial Services Boston, MA 51–200 employees Founded 2018 Privately Held

Origin builds a personal finance platform powered by AI, combining account aggregation, spending tracking, and investment management with conversational financial guidance. The tech stack—Salesforce, Redshift, dbt, Apache Airflow, Python—reflects a company scaling data infrastructure to power real-time personalization; active projects around scalable data pipelines and event instrumentation suggest Origin is moving toward higher-velocity personalized recommendations. Sales-led motion is evident from heavy Outreach, Gong, and ZoomInfo adoption alongside workplace benefits positioning.

Tech Stack 18 technologies

Core StackSalesforce ZoomInfo Gong .NET C# dbt Apache Airflow Redshift Python Tableau Metabase Power BI GitHub Outreach LinkedIn Sales Navigator SQL

What Origin Is Building

◆Challenges

High barriers to entry
Financial stress
Economic challenges
Employee financial wellness challenges
Scaling data architecture
Data-driven decision making
Lack of personalized financial guidance
Costly mistakes and missed opportunities
Complex financial data
Improving conversion rates

▲Active Projects

Ai-powered account research
Multichannel prospecting campaigns
Customized financial recommendations
Pipeline growth
Scalable data architecture and pipeline design
Reusable dataset creation for analytics
Event tracking and instrumentation standardization
Enhance existing suite of financial services
Introduce new products
Ai-driven user experience design

Hiring Activity

Decelerating15 roles · 3 in 30d

Department

Finance

Engineering

Sales

Data

Design

Marketing

Product

Seniority

Senior

Junior

Mid

Lead

Staff

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About Origin

Origin is a Boston-based financial wellness platform serving both individual consumers and employers seeking to improve employee financial health. The product consolidates spending, investments, and net worth tracking across connected accounts, with an AI advisor answering money questions in real time. The workplace offering extends this to teams globally, with support across more than seventy countries and languages. Founded in 2018, Origin operates as a privately held company with engineering and data teams building scalable analytics infrastructure to power personalized financial guidance at scale.

HeadquartersBoston, MA

Company Size51–200 employees

Founded2018

Hiring MarketsUnited States, Brazil

Frequently Asked Questions

What tech stack does Origin use?

Origin's primary stack includes Salesforce and Outreach for sales operations, .NET and C# for backend services, Python and SQL for data work, dbt and Apache Airflow for orchestration, Redshift for data warehousing, and Tableau, Metabase, and Power BI for analytics.

Where is Origin headquartered and where do they hire?

Origin is headquartered in Boston, MA. Active hiring is occurring in the United States and Brazil, with finance and engineering roles representing the largest department hiring needs.