Drive employee engagement and benefit utilization

We help employees understand their company benefits and highlight the connection between total rewards and their financial wellness.

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Direct access to personalized
financial planning for every employee

Educate employees from the start

From day one, give employees an overview of all available benefits—from right within the Origin dashboard. Employees select the ones most relevant to them, understand their value, and see how you support their financial goals and dreams.

Benefits selection made easy

Origin financial planners work with employees to prepare for all types of life events, including recommendations for life insurance, long-term disability coverage, and other employer-sponsored benefits.

Your partner in open enrollment

Open enrollment is busy enough. Origin financial planners save you time and resources by helping employees navigate their benefits selections, across health plan selection, HSAs, FSAs, and other tax-advantaged accounts.


Maximize the impact of your benefits program

3 out of 4 employees are more likely to stay with their employer because of their benefits program.

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A partner to your HR team

Origin financial planners help employees navigate their benefits selections, including help with:

Evaluating and selecting the right health insurance for employees and their families
Educating employees on how tax-advantaged accounts can play a vital role in achieving their financial goals
Understanding the difference between FSAs and HSAs, and what strategy is right for them

Financial wellness sessions

Origin’s experts host ongoing financial wellness webinars designed to drive adoption of benefits and educate on essential topics, including:

Retirement planning and 401(k)s
FSA and HSA strategies
Open enrollment
Navigating market changes

Origin is a crucial benefit for our employees, as financial stress can be a detriment to mental health and overall wellness. Our team gets so much value out of Origin’s platform because it not only provides personalized financial advice but also helps employees understand and utilize their entire compensation and benefits package to the fullest extent.

Preeti Nadendla
Benefits and People Operations Analyst at Blend

Blend is a current client of Origin. No cash or non-cash compensation was provided for Blend’s testimonial or endorsement, and as such, there are no material terms of any cash compensation arrangement to disclose. A conflict of interest exists between Blend and Origin because there is an incentive for Origin to provide the client preferential treatment for providing the testimonial.

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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