For Planners

Join the largest global network of financial wellness professionals

Origin works with financial planners and tax professionals everywhere to help employees reach their life goals.


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

Nationwide coverage

With capacity to work with users across all time zones

8 years of experience

Experience with users of all life stages

5-8 hours

Average time spent 1:1 with users on our platform per week

Are you a financial planner or CPA?

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