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.
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.
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.
We combine best-in-class technology with an international team of financial planners that operates in 34 countries and supports 22 languages.
Employees are stressed about finances and looking to their employer for help.
Learn more in Origin’s State of Employee Health and Wealth survey.
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:
Origin financial planners help your employees through every financial need, including:
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.
Helping 150+ top U.S. companies establish financial wellness
Get Started!
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.
177 Huntington Avenue Ste 1703, PMB 50966 Boston, MA 02115-3153
