Origin is more than a platform. We help employees take a holistic approach to their finances and help them manage their company benefits, equity, and financial goals all in one place.
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Your employees are unique, and so are their financial needs. Origin offers a high-touch solution that guides employees on their financial journey. We help employees through all types of situations, like paying down debt, understanding taxes, investment advice, and how to save for a big purchase.
The first step on the road to financial confidence starts with knowing where you’re at. Employees connect their accounts to get a 360-view of their finances. Then, they partner with a dedicated Certified Financial Planner™ to map financial milestones and begin regular, 1:1 conversations. Our easy-to-use platform offers a personalized dashboard so employees can measure their progress against their financial goals and stay on track.
Origin goes beyond personal finances. Our financial planners help employees understand their company benefits and highlight the connection between total rewards and their financial wellness. As benefits and financial seasons change, Origin is a continuous and connected resource for employees to navigate life’s twists and turns.
Stock options, RSUs, job offers, and taxes—navigate the complex world of employee equity compensation with ease.
Download NowEmployees 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.
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.
Help your employees understand and visualize every element of their compensation package.
Educate employees about the ins and outs of equity, and offer personalized financial advice.
Helping 150+ top U.S. companies establish financial wellness
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177 Huntington Avenue Ste 1703, PMB 50966 Boston, MA 02115-3153
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