We combine personal finances with employer compensation and benefits to provide a true 360-degree view of all things money.
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.
Origin automatically reviews and evaluates transactions and gives actionable recommendations to optimize spending and save money.
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.
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.
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.
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.
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.
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.
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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.