Stay ahead of the curve with the benefit your clients are asking for

Financial wellness has expanded beyond retirement. We work with top brokers to help their clients bring true financial guidance to their employees with an innovate benefit.

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Why brokers love Origin

When you include industry-leading financial wellness solutions in your strategy, you stand out from the crowd to win more business and increase client retention rates. Origin is an innovative benefit driven by a clear market need. Origin is not only highly adopted, but it drives the adoption of other benefits.

Increase 401(k) contributions

Origin’s platform and planners make recommendations that lead to increased contributions to retirement accounts, while educating on the benefits of FSAs, HSAs, and other tax-advantaged accounts.

Ongoing financial education

A partner to your client’s people team—we host customized financial wellness sessions tailoring the topics directly to what’s most relevant to your client’s employees.

Improve benefit utilization

The majority of employees underestimate the value of their total rewards packages, undervaluing their total compensation and leaving benefits unused.

Fast onboarding

We do the heavy implementation lifting—Origin can be launched in 30 days for the entire workforce with less than 4 hours of time commitment from your client.

Case Study

Udemy employees rate Origin 9.67/10

Read the case study to learn why Udemy chose Origin to support its 1,000 employees’ journey to financial wellness.

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How do I know if it’s a financial wellness benefit?

Financial wellness is one of the fastest-growing benefits in 2022. Still, most employers are confused about what a true financial wellness program is, running the risk of offering a program that doesn’t address their employees’ needs.

Here is what a true financial wellness benefit entails …

Unbiased financial advice, whenever employees need it

Origin financial planners are fiduciaries, meaning they always put your people first. Every Origin professional is legally required only to recommend the services that best fit your goals and needs.

Learn more about financial planning

Access to a tech-forward platform

Origin financial planners are fiduciaries, meaning they always put your people first. Every Origin professional is legally required only to recommend the services that best fit your goals and needs.

Learn more about the Money Management Platform

Personalized financial advice

Every employee receives 1:1 access to a dedicated Certified Financial Planner™ or international equivalent. Together, they’ll work to assess their needs, identify goals, and provide a customized roadmap organized in easy, actionable step.

After the roadmap is delivered, employees continue to receive ongoing financial support, including meetings with their dedicated planner to discuss everything money-related, including benefits optimization, equity advice, budgeting, investments, and everything in between.

Learn more about financial planning

Comprehensive platform

Origin Total Rewards Center helps employees understand every element of their compensation package, including base salary, bonuses, benefits, and equity—in a single place.

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Learn more about Benefits Center

“Origin is a true partner to the people team at Udemy. Origin acts as the single place for our employees to manage anything with a dollar sign.”

Emily Duff
Manager of Global Benefits at Udemy

Learn what Origin can do for you

Helping 150+ top U.S. companies establish financial wellness

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