Track all of your money in one place

We combine personal finances with employer compensation and benefits to provide a true 360-degree view of all things money.

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Origin makes it easy for employees to manage their entire financial lives in one place.

Get the whole picture

Everything—from savings and investments, to equity and benefits—is visualized in one place so employees can see how they are tracking towards their financial goals.

Take control of spending and save more

Origin automatically reviews and evaluates transactions and gives actionable recommendations to optimize spending and save money.

Set goals and reach them

Define your short- and long-term goals—like buying a home, going on a dream vacation, or starting a family. We’ll create a plan to reach them and keep things on track.

Track investments with confidence

Understand how wealth is growing by seeing every investment account—including 401(k)s and brokerage—in one place. We make it easy to view account history, track asset allocation, and gain insight into portfolio performance.


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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Financial advice at your fingertips

Answer a few simple questions to get recommendations and actionable advice from Origin’s financial planners. Our advice is tailored to your financial situation, and each goal is broken down into bite-sized tasks to help you stay on track and not to get discouraged along the way.

Money doesn't have to be complicated

Origin has helped thousands of employees organize their finances, pay off debt, build wealth, and put them in the driver’s seat of their financial future.

It starts with the Money Management tool, where you ditch complicated spreadsheets and one-off apps, and instead view your entire financial life from a single dashboard.

Financial education to empower your financial future

We’ve built comprehensive guides on money moments to help your people through life events—from buying a new car to planning for a wedding, and everything in between.

Origin lead financial planners host financial wellness sessions and tailor the topics directly to what’s most relevant to your people.

We take security seriously

At Origin, we know privacy and security go hand-in-hand with financial advice. That’s why Origin has implemented best-in-class encryption, data protection, and operational protocols to ensure our customers’ and members’ information is safeguarded. Origin is SOC 2 Type 2 certified, uses bank-level 256-bit AES data encryption, and our platform undergoes regular penetration testing.

“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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