Your employees look to you to understand their benefits, compensation, and taxes. Make it possible and support every financial journey with Origin.
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
Wealth management is geared towards high-net-worth individuals, often with a $1 million minimum—and is out of reach to the average employee.
The majority of employees underestimate the value of their total rewards packages, undervaluing their total compensation and leaving benefits unused.
93% of employees want their employer to offer access to financial planning and advisory services—but only 28% do.
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
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.
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.
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:
Employees and employers love working with Origin. But don’t take our word for it:
Helping 150+ top U.S. companies establish financial wellnessGet started!