Empowering employee wellbeing

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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A resource that fits every employee

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.


Employees map their individual money journey alongside a CFP®

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.


Driving action and helping employees thrive

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.


HR’s guide to employee equity compensation

Stock options, RSUs, job offers, and taxes—navigate the complex world of employee equity compensation with ease.

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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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Learn what Origin can do for you

Helping 150+ top U.S. companies establish financial wellness

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