Financial planning that helps employees reach their goals.

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Money is on your workforce’s mind.

Go beyond the paycheck with Origin. Give your employees the financial guidance they want and need.
$500b
The amount employers lose each year due to financial stress.
Of employees worry 
about their finances while at work.
Of employees say that money 
is their #1 source of stress.
Of employees would switch to a company that cares more about their financial well-being.

And everyone is worrying about different things.

Let Origin guide your employees through each and every one of their unique financial journeys.
Explore the product
Planning for Retirement
PAYING OFF MORTGAGE
PAYING DOWN DEBT
Setting Financial Goals
Learning to Budget

With Origin, financial benefits have never been easier.

01
Financial benefits all in one place.
Your company's always-on, always-there solution for employee financial benefits. No more fragmented solutions and coordinating vendors. Origin is here to help with it all.
02
All employees. All of life's stages.
From recent graduates to senior executives, Origin is here to help with all of the challenges that life throws at your employees. Every experience, recommendation and action plan is tailored to the individual employee.
03
Simple set-up. Unparalleled results.
Roll out Origin in hours, not months to see what a reduction in financial stress can do for your business. We work with your people team to generate anonymous, actionable insights.
01
One place for your financial life.
Connect all of your accounts to Origin and we'll teach you how your finances fit together. We make managing your money fun, fast and simple.
02
Unbiased and personalized.
You'll work together 1:1 with your dedicated Origin advisor that helps you take stock of your financial life today as well as prepare you for tomorrow.
03
Here for today, there for tomorrow.
Origin helps you build a money roadmap, makes it simple for you to take action and keeps a watchful eye on your financial future to make sure you reach your personal goals.

Just a few areas where Origin can help your people.

Power up paychecks
Understand where you're spending and how to optimize your paycheck.
Supercharge savings
Create savings goals and make plans to make sure you reach them.
Take control of debt
Review existing debts and find the best possible path to pay them off.
Prepare for the future
Optimize your investment strategy and your 401k allocation.
Personalize insurance
Find the best coverage at the best rates so you can protect what you love.
Plan your estate
Manage assets and ensure they are efficiently passed on.

Hello financial advice. Meet financial action.

Origin Advisors
Origin Advisors are dedicated and unbiased Certified Financial Planners™ who listen, build and support you on your financial journey to ensure you get to where you want to be. We're always here when you need us.
Origin Platform
Origin’s platform makes it easy to manage all of your accounts in one place, see your financial snapshot at a glance and easily take action to execute your personalized recommendations.

What Our Customers are saying.

"If nothing else, the post-Covid world has shown just how important it is for employers to support their employees holistically. Now more than ever, employees need emotional, physical, and financial support to lead successful and happy lives. At Fuze, we're proud to go beyond just delivering a paycheck by partnering with Origin to keep our employees financially secure and healthy"
Ryan Higginson-Scott
Global People Operations
Fuze
Our people love Origin for its simplicity and comprehensiveness. The ability to speak with a real financial planner and implement their changes with the push of a button makes Origin an essential part of our people strategy.
Alyson Friedensohn
CEO & Founder
Modern Health

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You take care of the paycheck, we take care of the rest.

Get Origin for your people today.
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