We combine personal finances with employer compensation and benefits to provide a true 360-degree view of all things money.
Everything—from savings and investments, to equity and benefits—is visualized in one place so employees can see how they are tracking towards their financial goals.
Origin automatically reviews and evaluates transactions and gives actionable recommendations to optimize spending and save money.
Define your short- and long-term goals—like buying a home, going on a dream vacation, or starting a family. We’ll create a plan to reach them and keep things on track.
Understand how wealth is growing by seeing every investment account—including 401(k)s and brokerage—in one place. We make it easy to view account history, track asset allocation, and gain insight into portfolio performance.
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.