The all-in-one financial planning platform.

With Origin, employees can track financial milestones, get expert advice, take action to reach savings goals, and manage their money with ease.

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The #1 Employee Benefit

$1.8k

Worth of avoidable financial mistakes made each year by the average American.

93%

Of employees want their company to offer increased access to financial planning.

28%

Of employers provide financial wellness benefits to employees.

“My financial planner is absolutely incredible - I really couldn't ask for a better planner and have been blown away by how high quality their services are.”
Emily Karrkaitin, Modern Health
“The platform is super user friendly, easy to navigate and understand.”
Kate Colver, Guild Education
“I love that Origin partners with my employer!”
Jessica Olson, Simpson Strong-Tie
“I like the ease and speed of taking my financials into my own hands.”
Nicholas Scherer, Allbirds
“Origin is something that has given me a better financial education for the next 20 years or so of my life.”
Tony Sidhom, Handshake
“My financial planner has gone above and beyond to help me think about many different levels of my finances. I'm extremely grateful for all of the advice and information.”
Anonymous user
Learn more about our testimonials
“My financial planner is absolutely incredible - I really couldn't ask for a better planner and have been blown away by how high quality their services are.”
Emily Karrkaitin, Modern Health
“The platform is super user friendly, easy to navigate and understand.”
Kate Colver, Guild Education
“I love that Origin partners with my employer!”
Jessica Olson, Simpson Strong-Tie
“I like the ease and speed of taking my financials into my own hands.”
Nicholas Scherer, Allbirds
“Origin is something that has given me a better financial education for the next 20 years or so of my life.”
Tony Sidhom, Handshake
“My financial planner has gone above and beyond to help me think about many different levels of my finances. I'm extremely grateful for all of the advice and information.”
Anonymous user
Learn more about our testimonials

Plan for every milestone.

Achieve your financial objectives with automated recommendations and tailored advice from a Certified Financial Planner™.

Create a plan
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Manage everything.

Make smarter financial decisions by actively tracking your financial condition including income, spend, investments, retirement plans and liabilities.

Track Finances
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A coach in your pocket.

Get expert advice from a dedicated planner to support you through life's biggest moments, from buying a home to retirement or starting a family.

Meet a Planner
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Gain financial confidence.

Join the financial wellness conversation and hear from experts with dedicated webinars, blog posts, and a wealth of financial tools.

Education Hub
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Expert guidance, straight to the point.

For short-term and long-term plans, count on the professional support of your own financial expert.

Start your journey

Guidance for every moment

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Paying off student debt

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Buying a new home

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Planning for retirement

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Preparing for IPO

Make money moves.

Join thousands of people who are saving, investing and building long term wealth. Get started with our mobile app today.

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