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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Help employees easily understand the value of equity over time—including ISOs, ESPPs, and RSUs—in the context of their individual personal finances.
Employees receive in-depth education, including different equity instruments, how to exercise options, and sale strategies to minimize taxes.
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.
Stock options, RSUs, job offers, and taxes—navigate the complex world of employee equity compensation with ease.
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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
It can be challenging to understand what one’s equity will be worth 1, 2, or 5 years down the
line.
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.
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:
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.
Helping 150+ top U.S. companies establish financial wellness
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See where your cash flows inside the money management platform—sync your accounts, view your net worth, set and manage goals, and automate investments from a single dashboard.
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.
Educate employees about the ins and outs of equity, and offer personalized financial advice.
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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