Make money easy from where making money starts

Your employees look to you to understand their benefits, compensation, and taxes. Make it possible and support every financial journey with Origin.

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Why financial wellness? Why now?

Employee financial stress is at an all-time high

Finances are the #1 cause of employee stress—more than job, health, and relationship stress combined. Financially-stressed employees lose nearly a month of productive workdays per year and are 2x more likely to leave their employer. 1

Limited access to financial advice

Wealth management is geared towards high-net-worth individuals, often with a $1 million minimum—and is out of reach to the average employee.

Compensation packages are complex

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

Talent is asking for it

93% of employees want their employer to offer access to financial planning and advisory services—but only 28% do.


93% of employees want their employers to offer financial planning services.

Employees are stressed about finances and looking to their employer for help. Learn more in Origin’s State of Employee Health and Wealth survey.

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Creating a financially confident workforce so employees
can bring their best selves to work

Financial wellness as an employer benefit

By using Origin, employees and employers both come out on top. We work with hundreds of customers to meet key workplace initiatives.

Attract and retain talent: Leading companies use Origin to strengthen relationships with current employees by addressing their financial needs.

Demystify equity: Origin answers tough questions on how equity works and offers guidance to your employees around liquidity events and taxes.

Increase benefit utilization: Helps employees make decisions around their benefits by explaining health plan costs, HSAs, FSAs, and retirement strategies.

Support employee well-being: Offering financial wellness as part of your benefits strategy shows employees your invested in their holistic well-being

The Origin experience

Reach financial goals with confidence. Origin’s key features include:

Tech-forward platform: Origin’s all-in-one platform makes it easy for your people to receive their financial roadmap, see their progress, and take action.

Intuitive Total Rewards Center: Give every employee guidance on their total compensation, benefits, and equity to help them make the most of everything your company has to offer.

Equity Manager: Help employees easily understand the value of their equity in context of their individual personal finances.

Automate investments: Investing your money is critical to growing your wealth. At Origin, we create personalized portfolios depending on your risk tolerance.

Offering 1:1 support with a dedicated financial planner

Every employee receives 1:1 access to a dedicated Certified Financial Planner™ or international equivalent.

Together, they’ll work to assess your employees’ needs, identify goals, and provide a customized roadmap organized in easy, actionable steps, so your people can navigate all of life’s (and the market’s) ups and downs with confidence.

Financial wellness workshops, designed for your employees and ERG groups

Origin’s lead financial planners host financial wellness webinars designed to meet your employee population’s unique needs. We cover a range of financial topics, including:

Investing 101
Understanding your 401(k)
Women and investing
Raising financially stable children
Debt management
Understanding stock options
Preparing for tax season
And more

The Origin difference

Employees and employers love working with Origin. But don’t take our word for it:

High engagement: On average, 31% of employees use Origin
Employee experience: Employees love using Origin! Our Net Promoter Score (NPS) is 75
Global support: We have more than 200+ financial planners across 34 countries
Diverse network: Origin financial planners are 5x more diverse than the general CFP population

“Origin came up as a leading financial planning platform and has now been a reliable partner for almost a full year. We launched Origin to our team members in January 2020 and have seen immediate adoption.”

Laura Rondanin
Global Benefits & Perks Manager at Webflow

Learn what Origin can do for you

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

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