Join Origin's planner network

And help make financial planning accessible to every employee, everywhere.
Get on the Launch List!

Origin partners with independent planners and firms everywhere to bring financial planning to our users.

Origin uses a holistic approach to financial wellness that starts with meeting 1:1 with a real financial planner. You'll get to work with employees from all walks of life, from the new grad starting their career to senior leaders beginning to think about retirement, and help them reach their financial goals.
Let the planning work come to you. We've got the users, you've got the expertise.
Work that fits your schedule and our users. Earn $70 – $100 per hour delivering plans to our users.
Co-created planning. Users connect their accounts and Origin creates the plan draft. You take care of the details.
Grow a book of users that love working with you inside of Origin. Follow-up with users and make sure they're reaching their goals.

How it works

01

Employers partner with Origin.

All employees have access to Origin's financial wellness platform

02

Employees activate and onboard with Origin.

Employees share a bit about their financial lives: what their goals and wishes are and what's holding them back

03

Origin's platform co-creates a plan tailored to the employee with you, the planner.

Origin's platform helps planners by handling the data collection and initial plan frame-working. Planners review, edit and present plans.

04

Planners deliver the plan directly to the employee 1:1.

And track their long term progress. Planners follow-up with users on an ongoing basis to provide guidance, explanations and advice on areas including: saving, retirement, debt management, and investments.

Help us give financial planning to every employee, everywhere.

Join our planner network today.
Get on the Launch List!