Chad P. Schneider

Chad is the Head of Broker Partnerships for Origin.

[Chris Ellis @chrisellisdc]

We’ve raised nearly $200M from top VCs. Here are 10 lessons on taking VC funding I learned the hard way:

1. Friends, family, startup - pick two.

2. 99% of VC advice boils down to “have you thought about growing faster?”

3. More money cannot fix a lack of focus.

4. Your vision gets meetings, but FOMO gets term sheets.

5. Picking an investor is like picking a spouse. Don’t get married after one date.

6. Raise more than you need, and spend like you’ll never raise again.

7. Investors pass on generational companies every day. Don’t take it personally.

8. Never forget: your valuation is not your value.

9. Your last round is old news. You’re only as good as your latest quarter.

10. Raising VC is not for everyone, but it was for us. The right investors made all the difference.

[Chris Ellis @chrisellisdc]

Today, we're announcing @thatch_ai raised a $108M Series C at a $1B valuation from @thegp, @IndexVentures, @generalcatalyst, @a16z.

The idea we're betting on: healthcare serves whoever controls the dollar. For 80 years that's been the employer. We think it should be you.

Employers typically choose one health plan for everyone. We think there's a better model: give people a health budget and let them choose the insurance and care that fits their life. That is the idea behind Thatch.

ARR has grown nearly 7x in the last twelve months, and more than 5,000 employers now use Thatch. None of this happens without our team, or without the employers who believe that their people know what their families need better than they ever could.

We're building a healthcare system people love by changing how we fund it.

[Thatch @thatch_ai]

Thatch raises $108M Series C, becomes the only unicorn in the individual health benefits space.

[Origin Financial @useorigin]

Bad financial advice has existed for ages. Origin’s AI Advisor changes that.

[Origin Financial @useorigin]

Worried about your holiday budget? We talked to Origin’s financial planners about the biggest holiday spending mistakes they see — and how you can easily avoid them.

Read on here: https://t.co/HHJugVCVyG

[Origin Financial @useorigin]

🎙️ Our CPO Atul Kakkar sat down with The Richer Way Podcast at @money2020 to talk about how Origin helps people feel more confident in their personal finances. They chatted about:

1. How Atul discovered Origin by meeting with one of our CFP® professionals and the value of accessible, personalized financial guidance.

2. The key tools that give members more control and peace of mind especially in uncertain economic climates.

3. How AI is changing personal finance management and the value that real-time insights into spending bring to members.

Give it a listen! 🎧 https://t.co/1juPc6JePl

[Origin Financial @useorigin]

All 3 major U.S. indexes hit historic highs on Wednesday, with the S&P 500 — up 2.3% —  having its best post-Election Day in history.

[Origin Financial @useorigin]

Thinking about creating a trust but don't know where to start?

📹In this week's Origin deep dive video, PM @ben_rounds walks through our estate planning product.

Origin helps you figure out what plan is right for you, walks you through the process of protecting your assets, and ensures your docs are organized, easy to access, and secure.

Subscribe to our YouTube for more: https://t.co/YNpiHRPmlY

[Origin Financial @useorigin]

🗳️ It’s Election Day!

While you’re casting your vote, let’s look at how elections impact your finances 👇

[Origin Financial @useorigin]

Our deep dive into our investing and savings accounts is finally here!

Watch PM @Phounsouk walk through Origin's:

- High-Yield Cash Account: currently earning 5.14% APY, before a promotional 0.5% APY for new users* 👀

- Automated Index Account: invest in diversified stocks and bonds

- Stock Bundles: curated collections of stocks, grouped by theme and handpicked by our investment team

Ask us your questions in the comments!

[Origin Financial @useorigin]

We're thrilled to be finalists for the 2024 @Benzinga Global Fintech Awards in five (yes, FIVE!) categories: 🎉

- Best New Product
- Best Financial Planning Software
- Best Financial Literacy Tool
- Best in Financial Education
- Most Impactful Fintech Executive (Shoutout to our founder and CEO @_M_Watson)

Building your wealth shouldn't be complicated. Track your money, get guidance from experts, and take action - all on Origin.

Check it out: https://t.co/Pz1ZNMEG3V

[Origin Financial @useorigin]

Episode 2 is here! 📽️

In today's product deep dive, PM Liz walks through the spending and investing tabs, showing you all the powerful insights available when you unite your finances on Origin.

In our next video, we'll be going over our cash management and brokerage accounts. Stay tuned.

[i was here @ohisthatall]

Origin (@useorigin) is the best personal finance I’ve tried to date for spend tracking, investing, and financial guidance. You can get one month free, 25% off your first year and boosted APY if you sign up with this link. https://t.co/qVUNwShixT #origin #referral

[Matt Watson @_M_Watson]

Last week, we announced new features to help our members build their wealth in a single platform.

One of my favorites is our AI-driven portfolio analysis. This is analysis you’d normally pay an advisor significant amounts of money to help with.

Our AI will help you:

- Understand your allocation and compare it to an ideal portfolio
- Highlight Management + Advisory Fees across your different accounts and holdings
- Identify concentration risk across your aggregated portfolio

You can check out the tool in our latest blog post and sign up for @useorigin to try it out:

https://t.co/KOoFFSpN83

[Origin Financial @useorigin]

Last week, we announced new features to help our members build their wealth. Today, we're spotlighting our AI-powered investment portfolio review.

Connect your accounts, and our AI will help you:

- Understand your holistic position in seconds.
- Uncover hidden fees and risks.
- Identify opportunities to optimize asset allocation for your long-term goals.
- Plus more.

Preview our tool in our latest blog, and sign up for Origin to give it a spin: https://t.co/yMPJmLoLEU

[Origin Financial @useorigin]

We’re giving members a high-yield cash account because we want to make this first wealth-building step a no-brainer, and remove any obstacles to putting your money to work.

And we’re launching with a promotional 5.8% APY* for new account holders, because that’s how much we believe in the power of maximizing your money.

*(The Cash Management Account promotional (APY) is 5.8% as of September 4, 2024. Promotional APY is variable and subject to change at any time without notice. No minimum opening deposit or minimum balance is required.)

[Origin Financial @useorigin]

Don't miss out: tomorrow we're hosting a Fintech Fireside Chat with our CEO and founder @_M_Watson and @pitdesi of The Mint VC in SF at @SHACK15sf. The chat will be moderated by @ATCalder of Village Labs.

We have a few spots left - RSVP here: https://t.co/QV2bhqeia1

[Origin Financial @useorigin]

Love Origin? Share the app with your friends. The more you refer, the more you earn.

• Earn $25 in credit for every friend you refer, once they become a subscriber.
• Plus, get one month of boosted APY.

Who will you refer first? Tag them below 📷

[Origin Financial @useorigin]

We believe it should be easier to build your wealth, so we made a billboard about it.

Yesterday was our biggest launch day yet, so we're hitting up the iconic NASDAQ billboard to celebrate. TY @Nasdaq for the recognition!

[adam bain @adambain]

The @useorigin product is now quite simply the best money management product on the market and there isn’t anything close.

Try it to see if I’m right:
https://t.co/SeqX78PTJN

(We are investors in Origin)