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.

Direct access to personalized financial planning for every employee
1:1 guidance from a Certified Financial Planner™

Every employee receives 1:1 access to a dedicated Certified Financial Planner™. Origin planners work to assess 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.

Fiduciary standard

Origin always puts your employees first, unlike other products and services. As fiduciaries, Origin financial planners are legally obligated to recommend services that best meet your employees’ needs.

A truly global network of planners

We combine best-in-class technology with an international team of financial planners that operates in 34 countries and supports 22 languages.

Origin Financial Planning
93% of employees want their employers to offer financial planning

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

Udemy logo
“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
Udemy is a current client of Origin. No cash or non-cash compensation was provided for Udemy’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 Udemy and Origin because there is an incentive for Origin to provide the client preferential treatment for providing the testimonial.
Learn what Origin can do for you
Helping 150+ top U.S. companies deliver financial wellness
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Money Management
Money Management
See where your cash flows inside the money management platform—sync your accounts, view your net worth, set and manage goals, and automate investments from a single dashboard.
Equity manager
Equity Manager
Educate employees about the ins and outs of equity, and offer personalized financial advice.
Benefits Center
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.
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.

Origin Financial Planning