Financial wellness made simple

Origin is the leading platform that empowers all employees with access to personalized and unbiased financial guidance, transforming a stressful money experience into one they can feel confident in — at work, at home, and anywhere in between.

Helping 150+ top US companies establish financial wellness for their employees
Connect your employees 
with their personal Certifed Financial Planner

Employees get free, unlimited 1:1 access to Certified Financial Planner professionals over chat, phone, or video. Together, they work to assess your needs, identify goals, and provide a customized roadmap organized in easy-to-understand steps so employees can move forward with financial confidence.

Equity Visualization

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Blog Equity 101 for HR managers: The most common questions about employee equity answered

Find the answers to common questions your employees have about equity compensation.

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Our benefits

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Origin Financial Wellness
Equity Visualization
Equity Visualization

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Total Compensation
Total Compensation

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Increase employee engagement and wellbeing in the workplace
What keeps us moving forward
Connect your employees 
with their personal Certifed Financial Planner

Employees get free, unlimited 1:1 access to Certified Financial Planner professionals over chat, phone, or video. Together, they work to assess your needs, identify goals, and provide a customized roadmap organized in easy-to-understand steps so employees can move forward with financial confidence.

Origin Financial Planning
Backed by the best
Ebook
HR’s guide to employee compensation

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

Learn what Origin can do for you
Helping 150+ top US companies establish financial wellness
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Meet our executive team
Matt Watson
CEO, Co-Founder
Joao de Paula
CTO, Co-Founder
David Tuttle
Chief Revenue Officer
Shivani Parikh
VP of Operations
Wallis Finger
General Counsel
Ryan Xue
VP of Special Projects
Jodie Williams
Head of Planner 
Operations
David Blaylock
Head of Financial
Planning & Advice
Chad Schneider
Head of Broker
 Partnerships
In the news
Wall Street Journal
Fintech Origin Raises $56 Million in Round Co-Led by Dick Costolo’s Firm
The startup is bolstering its coffers to scale up its financial-planning platform, which offers company workforces an array of services like retirement-planning, tax advice and more.
Cheddar
Origin Looks to Bring Financial Literacy to Offices After $56 Million Series B Fundraise
Financial service provider Origin hopes to elevate financial literacy in the workplace after it raised $56 million in Series B Funding and boosted its valuation to $400 million.
Employee Benefit News
For employees, financial planning benefits fill gaps
Blend partnered with Origin to become one of a growing number of companies that want to help their employees manage their finances and plan for retirement post-pandemic.
Explore more resources
Blog
3 unexpected ways a financial wellness program delivers ROI
This post shows why financial wellness programs are good for business
Blog
4 surprising ways employees' financial stress is bad for business, and what to do about it
Employees suffering from financial challenges negatively impact your bottom line. Here's what to do
Other Product Features
Total Compensation
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Total Compensation
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Third Card
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In just the first six months of launching Origin, one-third 
of our U.S. employees have signed up for the benefit and actively engaged with a CFP. Origin is well on its way to being our most 
utilized well-being benefit.
Emily Duff, PHR
Manager, Global Benefits
The advantage s of a world-class financial 
wellness benefit in a single solution

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