ORIGIN

Owners

Goods & Services

Downloadable software for personal financial planning, personal financial management, and personalized investment insights based on user risk profiles and suitability questionnaires; downloadable software for users to create personalized plans for financial wellness; downloadable mobile and desktop applications for budgeting, spend tracking, managing subscriptions, and cash flow analysis; downloadable software for investment tracking, including equities, bonds, retirement accounts, and thematic stock bundles; downloadable software for projecting net worth, retirement readiness, and life event modeling, including education, home purchases, and family planning; downloadable software for estate planning, namely, preparing wills and related documents; downloadable software using artificial intelligence (AI) for generating personalized budgets, forecasts, and recommendations; downloadable software using generative artificial intelligence (AI) for providing real-time financial insights and personalized financial advice

Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to access and view information on compensation and salaries; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; software as a service (SaaS) services featuring software for personal financial planning, budgeting, forecasting, and investment tracking; providing temporary use of online, non downloadable software incorporating generative AI functionality for financial analysis, insights, and planning recommendations; providing temporary use of non-downloadable cloud-based software for consolidating user financial accounts and generating financial reports

Personal financial planning and investment advisory services; financial consulting services using financial wellness tools to create personalized plans for financial wellness; providing a website featuring information in the field of financial wellness; financial management services, namely, budgeting, savings planning, investment tracking, and portfolio analysis; investment of funds for others, namely, automated index investing, thematic stock bundle investing, and high-yield cash account services; financial forecasting services, namely, projecting net worth, cash flow, and retirement readiness; estate planning services, namely, creation and management of wills and estate planning documents; financial management, namely, subscription and bill monitoring services; AI-assisted financial planning and advisory services providing recommendations based on user-specific financial data