Financial planning that helps employees reach their goals.

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Origin helps companies provide financial wellness for their people.

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.
Ryan Higginson-Scott
Global People Operations

Some of the ways we've helped.

We helped Joe reduce the interest rate on his $50,000 credit card debt balance from an average rate of 17% to 3.5% by securing the debt against equity in his home.

We helped Stacy identify that holding $100,000 in cash would not allow her to achieve her long term goals and reallocated the cash into an emergency fund and a wedding fund and helped her invest the rest.

Amari was saving a lot of money each month but didn’t know where to put it to grow her wealth. We helped her devise and implement a strategy to max out her 401(k) and open an investment account.

Jane had ⅓ of her assets in her company stock. We helped her develop a plan to sell this down in a tax-efficient way, reinvest in broadly diversified investments, and develop a strategy to deal with newly vesting RSUs to prevent her portfolio from becoming unbalanced again.

Fred wasn’t sure if he should save for his child’s college using a 529 or a Roth IRA. We analyzed his personal situation and determined that a 529 is optimal for his family’s needs.

Jamie had no assets to her name and recently inherited a large debt from her divorce. We helped her develop a plan to prioritize emergency savings, debt paydown, saving for retirement, and taxable investing. 

More stories →

Financial stress is making employees less productive and engaged.

Go beyond the paycheck with Origin. Give your employees the financial guidance they want and need.
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

And everyone is worrying about different things.

So we built Origin to guide your employees through each and every one of their unique financial journeys.
Explore the product
Planning for Retirement
Setting Financial Goals
Learning to Budget

Statistics Referenced: PWC 8th Annual Financial Wellness Survey 2019, John Hancock Financial Stress Survey 2019, Annual Salary Finance Report 2019, CNBC Invest-in-You Survey 2019

Financial wellness is an essential part of the modern benefits package.

Financial Wellness
Mental Health

One platform with the advisors and technology to help your people make money moves.

Origin Advisors

Origin Advisors are dedicated and unbiased Certified Financial Planners™ who listen, build and support you on your financial journey to help get you to where you want to be. We're always here when you need us.

Origin Platform

Origin’s platform makes it easy to see all of your accounts in one place, get your financial roadmap and take action on your personalized recommendations.

Origin helps employees at all stages of life reach their goals.

Power up paychecks

Understand where you're spending and how to better utilize your paycheck.

Supercharge savings

Create savings goals and get the plans that helps reach them.

Take control of debt

Review existing debts and find better possible paths to pay them off.

Prepare for the future

Improve your investment strategy and your 401k allocation.

Personalize insurance

Find the coverage that fits so you can protect what you love.

Plan your estate

Manage assets and ensure they are efficiently passed on.

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

Get Origin for your people today.
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