Let’s face it—equity is complicated and hard to navigate. Our platform combines scenario planning, exercise simulation, tax estimation, and professional guidance to make it simple.
Help employees easily understand the value of equity over time—including ISOs, ESPPs, and RSUs—in the context of their individual personal finances.
Employees receive in-depth education, including different equity instruments, how to exercise options, and sale strategies to minimize taxes.
Origin financial planners help employees make the most informed decisions around option exercise and share sales to build their ideal strategy while keeping their unique financial picture in mind.
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.