Our mission is to make money simple

We built Origin to democratize financial guidance and to empower employees to take control of their finances, no matter their location, background, or compensation. 

What keeps us moving forward

At Origin, we believe the complexities of money and unequal access to financial guidance is what stands in the way of creating financial confidence and wellbeing for individuals.

So, we’ve created a way for all people—from every walk of life, from every corner of the globe, and in every financial season—to feel supported through a tech-forward platform and 1:1 guidance from a dedicated Certified Financial Planner™.
An individual’s financial experience directly impacts their human experience and wellbeing, which determines the version of themselves that they bring to work each day.

When money is scarce, we’re stressed.

When money is abundant, we’re hopeful.

When money is mismanaged, we’re overwhelmed.
With employers expecting high productivity while attempting to reduce turnover and improve the employee experience, financial wellness plays a critical role to help them get there.

We’re empowering employers to do just that by providing them with the tools and resources to support employees with financial wellness conversations, plans, and 1:1 guidance—making a universally stress-induced topic something they can feel confident in.
As trendy benefits packages come and go, one thing will remain the same, the desire for financial guidance that helps individuals reach goals, overcome challenges, achieve dreams, and support a key player to holistic wellbeing.
By creating equal access to the same level of financial guidance, we are empowering workforces and communities to feel financially confident and capable—worldwide.

At Origin, we believe the complexities of money and unequal access to financial guidance is what stands in the way of creating financial confidence and wellbeing for individuals.

So, we’ve created a way for all people—from every walk of life, from every corner of the globe, and in every financial season—to feel supported through a tech-forward platform and 1:1 guidance from a dedicated Certified Financial Planner™. 

An individual’s financial experience directly impacts their human experience and wellbeing, which determines the version of themselves that they bring to work each day.

When money is scarce, we’re stressed.

When money is abundant, we’re hopeful.

When money is mismanaged, we’re overwhelmed. 

With employers expecting high productivity while attempting to reduce turnover and improve the employee experience, financial wellness plays a critical role to help them get there.

We’re empowering employers to do just that by providing them with the tools and resources to support employees with financial wellness conversations, plans, and 1:1 guidance—making a universally stress-induced topic something they can feel confident in. 

As trendy benefits packages come and go, one thing will remain the same, the desire for financial guidance that helps individuals reach goals, overcome challenges, achieve dreams, and support a key player to holistic wellbeing. 

By creating equal access to the same level of financial guidance, we are empowering workforces and communities to feel financially confident and capable—worldwide. 

Meet our executive team

Matt Watson

CEO, Co-founder

João de Paula

CTO, Co-founder

David Tuttle

Chief Revenue Officer

Wallis Finger

General Counsel

Shivani Parikh

VP of Operations

Katie Doyle

VP of Marketing

Ryan Xue

Chief of Staff, VP of Special Projects

Shivani Parikh

VP of Operations

Katie Doyle

VP of Marketing

Ryan Xue

Chief of Staff, VP of Special Projects

Backed by the best

In the news

WALL STREET JOURNAL

Fintech Origin Raises $56 Million in Round Co-Led by Dick Costolo’s Firm

The startup is bolstering its coffers to scale up its financial-planning platform, which offers company workforces an array of services like retirement-planning, tax advice and more.

EMPLOYEE BENEFITS NEWS

For employees, financial planning benefits fill gaps

Blend partnered with Origin to become one of a growing number of companies that want to. help their employees manage their finances and plan for retirement post-pandemic.

ESSENCE

Origin Launches Diversity Program to Expand Financial Education To Marginalized Communities

Although there is no one-size-fits-all solution to bridging the gap, financial education can lead to making better money choices for underserved families.