For Planners

Join the largest global network of financial wellness professionals.

Origin works with Certified Financial Planners and
tax professionals everywhere to help employees reach their life goals.

White wave graphic

We partner with professionals everywhere to bring financial planning to our users.

Hundreds of experts

You're in good company with the largest financial planning network globally.

Global coverage

Capacity to work with users across
all time zones.

8 years of experience

Our Certified Financial Planners have an average of 8 years experience and work with people at different life stages.

5-8 hours

The average time spent 1-on-1 with your people on the Origin platform per week.

Are you a CFP or CPA?

We are always looking for planners and tax specialists across a range of specialties and geographies to support our members.