Like primary care.
For financial health.

Origin is the best way to deliver financial
health to employees.
Four Simple Steps

How it works

Step 1
Talk to an Origin planner.
Origin can answer any questions about your financial life. Like: How to pay down their student loans. Plan for a wedding. Save for retirement.
Step 2
We map your financial future.
We combines cutting edge financial technology with certified planners to help each of your employees build a custom financial strategy tailored for them.
Step 3
Make decisions to reach your goals.
Advice is great. Action is better. Employees can see our recommendations at-a-glance and take action immediately through our mobile or web app.
Step 4
Keep in touch.
Life happens. Families grow. Circumstances change. Origin is here to help your employees move through their unique journeys. We make financial planning for those big events like a promotion, marriage or welcoming a new family member a little easier.
What makes Origin special

Personal(ized) financial planning.

Origin Advisors

Finances are complicated, so we brought in the pros. All of Origin's planners are licensed to provide your employees with custom financial plans.

One-Touch Activations

Advice is great. Action is better. With Origin, your people can implement personal financial plans with a few clicks.

Fiduciary Duty

As fiduciaries, our planners are legally required to recommend only the products that your employees need.

Comprehensive Access

Financial stress affects everyone regardless of income. Our platform covers all of your people from the recent grad to the retiree.


First time creating a financial plan?

Here are some answers to common questions so you know what to expect.

You take care of the paycheck,
We'll take care of the rest.
Get Origin for your people today.