Home / Comparisons / Evergreen.ai vs Origin
Evergreen.ai vs Origin (2026)
Price, free plan, features and SEC status side by side, from each company's own pages and the SEC database (verified 2026-10-26).
Evergreen.ai
- Evergreen.ai (beta): $0 through Jan 1, 2028 if you register during the public beta
- Managed accounts (separate): 0.39%/yr wrap fee on first $1M, $100K minimum
Free plan: yes · Trial: Free beta
Best for: A free AI planner for retirement and taxes
Our take: Hard to beat on price while the free beta lasts. It's planning-focused, with paid human advice as the upsell. Expect beta rough edges.
Try Evergreen.aiOrigin
- Annual: $99/yr (≈$8.25/mo)
- Monthly: $12.99/mo
- New-member promo: $9 for first year, renews $99/yr (sign-up page); help center also describes a $1 first-year promo
Free plan: no · Trial: Not currently — help center says the free trial is unavailable during the first-year promo
Best for: One app for budgets, investments and occasional human planning
Our take: The broadest all-in-one here: budgeting, investing and an AI advisor for one flat membership. Good value if you'll use three or more features. Overkill if you only want a budget.
Try OriginWe may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure
Feature by feature
| Evergreen.ai | Origin | |
|---|---|---|
| Starts at | Free plan | $8.25/mo |
| Free plan | yes | no |
| Free trial | Free beta | Not currently — help center says the free trial is unavailable during the first-year promo |
| Budgeting | yes | yes |
| Planning | yes | yes |
| Portfolio analysis | yes | yes |
| Manages money | separate paid program | not listed |
| SEC-registered adviser | Yes, CRD 326535 | Yes, CRD 305353 |
| AI feature | AI-based planning and personalized advice on your linked accounts | "Proactive AI Financial Advisor"; ask Origin anything about your money |
| Last verified | 2026-10-26 | 2026-10-26 |
Which should you pick?
- Evergreen.ai is best for: A free AI planner for retirement and taxes.
- Origin is best for: One app for budgets, investments and occasional human planning.
These picks are our editorial opinion. The facts above link to their sources on each app's page.
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