Origin Financial IPO: Investment Opportunities & Pre-IPO Valuations

Company Details

Origin Financial is a financial technology company that has a mission to provide personalized financial wellness solutions aimed at helping employees achieve financial security. The company's platform aims to include financial planning, budgeting tools, and access to expert advisors while providing employees with tailored advice and support that have a goal of helping people manage their finances effectively. Origin Financial was founded by João de Paula and Matt Watson in 2018 and is headquartered in San Francisco, CA.

www.useorigin.com

Sector

FinTech

Subsector

Personal Finance

Founded

2018

Headquarters

Boston, MA, United States

Forge Price ¹

Price not yet available

Post-Money Valuation ³

$399MM

Total Funding

$128MM

LFR Price per Share

$xx.xx

Last Funding Share Class

Series B-2

Learn More About Origin Financial

To invest in Origin Financial pre-IPO

Can you invest in Origin Financial pre-IPO?

Origin Financial is a privately held company and is not publicly traded, therefore investing in Origin Financial pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

Can you sell shares of Origin Financial before it goes public?

You can seek to sell your shares in Origin Financial while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.

What is the pre-IPO value of my Origin Financial shares?

To determine the value of your Origin Financial shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your Origin Financial shares. You can also learn more about how to sell your private shares before getting started.

Is Origin Financial a publicly traded company?

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

To learn more about Origin Financial potential IPO

Will Origin Financial go IPO?

Origin Financial has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2025.

What is Origin Financial’s IPO price?

The Origin Financial IPO price does not exist at this time, as Origin Financial is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Origin Financial register for Forge Markets, today.

When was Origin Financial founded?

Origin Financial was founded in 2018.

What is Origin Financial funding to date?

Origin Financial has raised $128MM to date.

Origin Financial Major Investors

General Catalyst

Sempervirens Venture Capital

Operator Collective

Felicis Ventures

Founders Fund

Peopletech Partners

Merus Capital

Undisclosed Investors

Precursor Ventures

Bhansali Equities

Abstract Ventures

01a

500 Global

Lachy Groom

A-Level Capital

01 Advisors

Maschmeyer Group Ventures

Northstar.Vc

Felicis

Show All InvestorsShow Fewer Investors

Origin Financial Funding Rounds and Valuation

Funding History Chart

Funding Round Details

	Funding Date	Share Class	Amount Raised	Price per Share	Post-Money Valuation	Key Investors
	08/30/2021	Series B-2	$41.25MM	$xx.xx	$399MM	01a, Abstract Ventures, Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
Price per Share $xx.xx Shares Outstanding 5,076,420 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors 01a, Abstract Ventures, Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
	08/30/2021	Series B-1	$5.09MM	$xx.xx	$399MM	01a, Abstract Ventures, Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
Price per Share $xx.xx Shares Outstanding 783,573 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors 01a, Abstract Ventures, Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
	06/11/2020	Series A-3	$7.01MM	$xx.xx	$148.43MM	Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
Price per Share $xx.xx Shares Outstanding 2,287,243 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
	06/11/2020	Series A-2	$4.98MM	$xx.xx	$148.43MM	Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
Price per Share $xx.xx Shares Outstanding 4,198,304 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
	06/11/2020	Series A-1	$6,140.23	$xx.xx	$148.43MM	Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
Price per Share $xx.xx Shares Outstanding 9,999 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Felicis Ventures, Founders Fund, General Catalyst, Lachy Groom
	11/15/2019	Series Seed-4	$3.5MM	$xx.xx	$26.34MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 5,699,350 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	11/15/2019	Series Seed-2	$924,998.33	$xx.xx	$26.34MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 1,763,245 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	11/15/2019	Series Seed-3	$499,999.77	$xx.xx	$26.34MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 1,153,136 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	11/15/2019	Series Seed-1	$729,300.00	$xx.xx	$26.34MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 4,250,000 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors

Access Stock Price

Private Companies Exploring an IPO

					Last Funding Round
Company		Forge Price	Forge Price Change ⁵	Last Closed Trade	Share Class	Post-Money Valuation	Price per Share	Amount Raised
	Cerebras	$36.58	+0.03%	$xx.xx	Series F-1	$2.84B	$xx.xx	$85MM
	CoreWeave	$1,200.00	+4.36%	$xx.xx	Series C	$19B	$xx.xx	$1.15B
	Chime	$26.50	+6.6%	$xx.xx	Series G	$24.93B	$xx.xx	$1.1B
	Klarna	$447.67	+20.99%	$xx.xx	Unknown	--	--	--
	Liquid Death	$9.49	+0.21%	$xx.xx	Series F-1	$1.4B	$xx.xx	$67.61MM
	Circle	$25.50	+3.2%	$xx.xx	Series F	$8.05B	$xx.xx	$401MM
	Netskope	$12.03	+8.67%	$xx.xx	Series H	$7.5B	$xx.xx	$300MM
	Cohesity	$15.66	-2.12%	$xx.xx	Series H-1	$4.69B	$xx.xx	$27.5MM
	Shein	--	--	$xx.xx	--	--	--	--
	Dataminr	$11.94	-1.32%	$xx.xx	Series F	$4.1B	$xx.xx	$475MM

See Tech IPO Calendar

Updated on: Jan 22, 2025

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Origin Financial IPO