Key facts
- Notable investors include Meritage Funds.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Origin CPA Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Origin CPA Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Origin CPA Group
Provider of accounting, tax, and personal management services designed for wealthy individuals to simplify complex financial scenarios and restore their peace of mind. The company offers a tax expertise program to proactively address the economic complexities of families, enabling clients to delegate administrative burdens and make informed decisions that align their current lifestyle with long-term legacy goals.
- Sector
- Business Products and Services (B2B)
- HQ
- Louisville, CO, United States
- Founded
- 2022
- Employees
- 25
- Website
- origincpagroup.com/
- Ownership
- Privately Held (backing)
Origin CPA Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Origin CPA Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Origin CPA Group in its N-PORT filings yet. We sweep new filings monthly.