Track all of your money in one place

We combine personal finances with employer compensation and benefits to provide a true 360-degree view of all things money.

Origin makes it easy for employees to manage their entire financial lives in one place.
Get the whole picture

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.

Take control of spending and save more

Origin automatically reviews and evaluates transactions and gives actionable recommendations to optimize spending and save money.

Set goals and reach them

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.

Track investments with confidence

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.

Origin Money Management Platform
93% of employees want their employers to offer financial planning services.

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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Equity manager
Equity Manager
Educate employees about the ins and outs of equity, and offer personalized financial advice.
Total compensation
Total Compensation
Help your employees understand and visualize every element of their compensation package.
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