Origin integrates your personal finances with your workplace benefits to bring you closer to your financial goals, hand-in-hand with a real human financial planner.
Origin is here to discuss any questions you might have about your finances. Whether it’s to pay off debt, save for your first home, answer questions about stock options, or open an investment account—we’ve got you covered.
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.
We combine our money management platform with the 1:1 guidance of a Certifed Financial Planner™ to help you build a custom financial strategy that meets your needs.
Life happens. Families grow. Markets change. We make planning and navigating your unique financial journey a whole lot easier.
Employees are stressed about finances and looking to their employer for help. Learn more in Origin’s State of Employee Health and Wealth survey.
Download NowOrigin financial planners help you through a range of financial topics, including:
Origin has helped thousands of employees organize their finances, pay off debt, build wealth, and put them in the driver’s seat of their financial future.
It starts with the Money Management tool, where you ditch complicated spreadsheets and one-off apps, and instead view your entire financial life from a single dashboard.
We know privacy and security go hand-in-hand with financial advice. That’s why Origin has implemented best-in-class encryption, data protection, and operational protocols to ensure your information is safeguarded. We don’t share your personal financial information with your employer, so you can feel safe sharing the private details of your financial life.
Unlike other products and services, Origin always puts you first. As fiduciaries, Origin financial planners are legally obligated to recommend services that best fit your needs. We don’t make commissions, and we’re not backed by a bank.
Helping 150+ top U.S. companies establish financial wellness
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