Solve the biggest source of stress for your people: Money

The only platform that helps your people manage compensation, benefits and personal finances – side by side with financial professionals.
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Bringing thousands of employees closer to their financial goals

The Comprehensive
Money Management Platform

Compensation and benefits are your biggest investments.
Help your people make the most of them.

Money Management

An all-in-one platform for your people to manage their entire financial lives.

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Person with financial question

Financial Planning

1-on-1 financial planning for every employee that helps them reach their life goals.

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Total Rewards

One place for employees to understand the value of their cash, equity, and benefits.

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Financial Wellness is important.
Now more than ever.


of employees say finances are their #1 source of stress.


Financially stressed employees are 4x likely to be clinically depressed.
Financially stressed employees are 2.2x more likely to leave your company.


The average cost of lost productivity due to financial stress per employee.
Source: PWC Financial Wellness Survey (2020), Salary Finance Employer's Guide to Financial Wellness (2019)

Help your people reach their goals
Overcome their challenges
Achieve their dreams

Amari is thinking about exercising her employee stock options to buy a house. Origin helped her understand what her equity is worth as well as any tax implications related to it.
Jamie recently went through a divorce that left her financially unstable. We helped her develop a plan to prioritize emergency savings, focus on paying off her debt and saving for retirement.
Mike just proposed to his fiancé. Origin helped them figure out how to combine their finances, budget for the honeymoon, optimize their taxes and prepare for growing their family.
"In just the first six months of launching Origin, one-third of our U.S. employees have signed up for the benefit and actively engaged with a CFP. Origin is well on its way to being our most utilized well-being benefit."
Emily Duff, PHR
Manager, Global Benefits, Udemy

Built to meet your people wherever they are on their financial journey.

Improve your company's retention, outcomes, and metrics by helping your people reach their life goals.

1:1 Financial Planning with the Pros

Unbiased and dedicated planners who listen and support every employee on their financial journeys.

Origin Platform

The only all-in-one platform that makes it easy for your people to get their financial roadmap, see their progress and take action. Origin provides investments, savings, insurance, budgeting and more.

Intuitive Total Rewards Center

Give every employee and prospect guidance on their total compensation and benefits. Help them make the most of everything your company has to offer.

Origin delivers on financial engagement and action across your company


of employees make an Origin account


take action toward their financial plans

84 NPS

Employees love using our service

Our promises to you & your people.


Origin is SOC-II certified and we use best-in-class, bank-level 256-bit AES data encryption and other security protocols to protect your company's and employee's information.


Origin does not share company or employee information with external parties. We never share personal employee information with employers.


Unlike other products & services, Origin and its planners always put your people first. Every Origin professional is legally required to only recommend the services that best fit your employees' goals and needs.

Ready to see the product for yourself?

Schedule a demo with our team.