About Us

We built Origin to bring financial wellness to every employee, everywhere.

Origin employees in office

Our Mission

We founded Origin based on the belief that financial planning should be accessible to everyone at every stage of life.

Each day we go to work excited to help people figure out how to manage their money for the future, plan for the unexpected, and live life to the fullest.

Why now?

Managing finances is complicated, time consuming, and fraught with misinformation. Pick a statistic – they’re all terrible. Today, 40% of American adults couldn’t come up with $400 for a financial emergency, over a quarter of U.S. adults have zero dollars set aside for retirement, and nearly 60% of Americans state finances as their #1 source of stress. The list goes on, each statistic more sobering than the next.

Getting financial wellness right.

This is where Origin comes in. We’re the first platform to combine Certified Financial Planners with cutting-edge financial technology designed to educate employees and allow them to create, execute, and track their own personalized financial plans. It’s now clear – if you want to build a happy, healthy, productive, and loyal workforce you need to provide benefits that truly improve your employees’ lives. Now more than ever, employees need help getting their finances in order. It can change their lives and it will change your company.
Origin team headshots

Meet our leadership team

We’re a global family of entrepreneurs, financial planners, engineers, and designers laser-focused on building a better way to get financial advice and access to financial services.
Matt Watson
CEO, Co-Founder
Joao de Paula
CTO, Co-Founder
David Tuttle
Chief Revenue Officer
Shivani Parikh
VP of Operations
Wallis Finger
General Counsel
Ryan Xue
VP of Special Projects
Byron Revels
Head of Sales & Partnerships
Jodie Williams
Head of Planner Operations
David Blaylock
Head of Financial Planning & Advice
Chad Schneider
Head of Broker Partnerships

Backed by the best

Or even better, join us.

Help us create a world without financial stress. Embrace the adventure of pioneering the benefits space. Work on challenging and complex problems.