Financial guidance for every employee, at any stage of life

We combine 1:1 access to a Certified Financial Planner™ with a
holistic platform to create the most user-friendly journey—to
achieve your financial goals.

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Connect your employees with their own personal Certified Financial Planner™

Employees get free 1:1 access to a Certified Financial Planner™ over chat or video. Together, they work to assess your employees’ needs, identify goals, and provide a customized roadmap organized in easy, actionable steps so employees can move forward with financial confidence.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Financial guidance for every employee, at any stage of life

We combine 1:1 access to a Certified Financial Planner™ with a
holistic platform to create the most user-friendly journey—to
achieve your financial goals.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Comprehensive

A resource that fits every employee at every stage of life

Your employees are unique, and so are their financial needs. Origin offers a high-touch solution that guides employees on their financial journey. We help employees through all types of situations, like paying down debt, understanding taxes, investment advice, and how to save for a big purchase.

Comprehensive

A resource that fits every employee at every stage of life

Comprehensive

A resource that fits every employee at every stage of life

“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

“Historically, our employees would come to the People and Benefits team with a range of questions regarding their stock compensation and equity options. By partnering with Origin, our employees are adopting the program quickly, and we’ve received positive feedback on our total benefits package.”

Steve Aguilar

Total Rewards and People Operations Leader at Blend

Blend is a current client of Origin. No cash or non-cash compensation was provided for Blend’s testimonial or endorsement, and as such, there are no material terms of any cash compensation arrangement to disclose. A conflict of interest exists between Blend and Origin because there is an incentive for Origin to provide the client preferential treatment for providing the testimonial.

Origin helps every employee, through every stage of life

We’ve created a way for all people, from every walk of life, to feel financially supported by professional advisors. Origin financial planners have helped employees:

Break the cycle of living paycheck to paycheck

Paying for medical emergencies

Understand their equity and taxes

Through marriages and divorces

Managing consumer debt

Pass along their wealth

Origin helps every employee, through every stage of life

We’ve created a way for all people, from every walk of life, to feel financially supported by professional advisors. Origin financial planners have helped employees:

Break the cycle of living paycheck to paycheck

Paying for medical emergencies

Understand their equity and taxes

Through marriages and divorces

Managing consumer debt

Pass along their wealth

Origin helps every employee, through every stage of life

We’ve created a way for all people, from every walk of life, to feel financially supported by professional advisors. Origin financial planners have helped employees:

Break the cycle of living paycheck to paycheck

Paying for medical emergencies

Understand their equity and taxes

Through marriages and divorces

Managing consumer debt

Pass along their wealth

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.