Financial guidance for every employee, at any stage of life

We combine 1:1 access to a Certified Financial Planner™ with a
holistic platform to create the most user-friendly journey—to
achieve your financial goals.

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Direct access to personalized
financial planning for every employee

1:1 guidance from a Certified Financial Planner™

Every employee receives 1:1 access to a dedicated Certified Financial Planner™. Origin planners work to assess employees’ needs, identify goals, and provide a customized roadmap organized in easy, actionable steps, so your people can navigate all of life’s (and the market’s) ups and downs with confidence.

Fiduciary standard

Origin always puts your employees first, unlike other products and services. As fiduciaries, Origin financial planners are legally obligated to recommend services that best meet your employees’ needs.

A truly global network of planners

We combine best-in-class technology with an international team of financial planners that operates in 34 countries and supports 22 languages.

Report

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.

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Origin helps every employee, through every stage of life

We’ve created a way for all people, from every walk of life, to feel financially supported by professional advisors. Origin financial planners have helped employees:

Break the cycle of living paycheck to paycheck
Paying for medical emergencies
Understand their equity and taxes
Through marriages and divorces
Managing consumer debt
Pass along their wealth

Origin makes money simple

Origin financial planners help your employees through every financial need, including:

Creating and sticking to budgets
Paying off debt
Purchasing a home
Retirement and 401(k)s
FSAs and HSAS
College savings
Establishing savings
Planning for a family
Equity compensation
Tax optimization
Passing along wealth

An ongoing resource for your workforce

Employees receive full financial support through Origin, including regular 1:1 check-ins with their financial planner, plus ongoing financial wellness education sessions and webinars delivered in a group setting hosted by Origin.

“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

Learn what Origin can do for you

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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