To best serve a diverse range of employees, Origin proactively recruits a network of Certified Financial Planners™ more diverse than the general CFP® population—across race, gender, language, career background, and more. By having planners who represent a diverse range of backgrounds, customers can work with someone they can relate to personally and professionally.

Employees get a full view of all of their benefits in a single place, complete with recommendations on how to utilize benefits based on financial goals and life milestones.

We partner with People teams and Employee Resource Groups to promote Origin among employees who may historically have had less access to financial guidance and wealth creation.

Origin is the only financial wellness benefit with a global network of financial professionals in 40+ countries, enabling customers to offer Origin as an equitable benefit for international employees.

Discussions about finances can be vulnerable and personal. Origin planners create safe, supportive spaces where members feel comfortable sharing their financial history and taking active steps toward financial well-being.