Equity compensation made simple

Let’s face it—equity is complicated and hard to navigate. Our platform combines scenario planning, exercise simulation, tax estimation, and professional guidance to make it simple.

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Give employees the confidence to make the best decisions about their stocks and equity

Visualize equity value over time

Help employees easily understand the value of equity over time—including ISOs, ESPPs, and RSUs—in the context of their individual personal finances.

Employee education, planning, and more

Employees receive in-depth education, including different equity instruments, how to exercise options, and sale strategies to minimize taxes.

Personalized equity guidance in a 1:1 setting

Origin financial planners help employees make the most informed decisions around option exercise and share sales to build their ideal strategy while keeping their unique financial picture in mind.


HR’s guide to employee equity compensation

Stock options, RSUs, job offers, and taxes—navigate the complex world of employee equity compensation with ease.

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Equity 101

It’s not enough to show employees a number representing their equity stake. It’s important to understand exactly what it means so they can make the best financial decisions for themselves. That’s where the educational component of our product comes into play.

Origin’s Equity Manager has materials built directly into the platform to educate employees about stock grants, vesting schedules, how to exercise, and tax implications

Pair it with the guidance of Origin’s network of financial planners to make confident and informed decisions about equity

Equity planning tools

It can be challenging to understand what one’s equity will be worth 1, 2, or 5 years down the

That’s why we offer multiple simulation tools to help employees better visualize and plan for the future, including:

A growth simulator to project the value of equity holdings based on company growth scenarios and employee risk tolerance.

An exercise and sale simulator to understand the total cost of exercising options, selling shares, and the tax implications of doing so.

Strategy information about which options to exercise and in which order, as well as a share sale simulator that enables employees to project gross proceeds, taxes owed today and at the end of the year, and net proceeds.

Equity planning tools

Is your company preparing for an IPO, acquisition, or tender offer? Has the valuation of your start-up equity changed because of market conditions?

Origin offers customized financial wellness sessions delivered to your employees to address topics that are most relevant to your people, including:

Equity compensation for privately held companies
Equity 101
What to do with a tender offer
Equity compensation for publicly traded companies
Financial planning during IPOs

“Historically, our employees would come to the People and Benefits team with a range of questions regarding their stock compensation and equity options. By partnering with Origin, our employees are adopting the program quickly, and we’ve received positive feedback on our total benefits package.”

Steve Aguilar
Total Rewards and People Operations Leader at Blend

Blend is a current client of Origin. No cash or non-cash compensation was provided for Blend’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 Blend and Origin because there is an incentive for Origin to provide the client preferential treatment for providing the testimonial.

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Helping 150+ top U.S. companies establish financial wellness

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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.

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