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Comprehensive financial wellness for employees.

About Origin

Origin is a highly disruptive, premium, and rapidly ascending financial wellness platform that fundamentally transformed the employee benefit space. Historically, "financial wellness" meant an employer gave their employees access to generic PDF articles about saving money. Origin flipped the model by offering every single employee at a company—regardless of their salary—direct, 1-on-1 access to a dedicated, human Certified Financial Planner (CFP). The absolute core superpower of Origin is its "Democratization of Wealth Management." Usually, only millionaires can afford a CFP. Origin's software allows an employee earning $60k to link all their bank accounts, student loans, and 401(k) data (via Plaid), and then jump on a Zoom call with their Origin CFP to build a highly personalized, actionable roadmap for paying off debt and buying a house. It combines elite human advising with a stunning software dashboard. Furthermore, Origin handles complex equity compensation (RSUs, Stock Options), making it a massive favorite among Silicon Valley tech companies trying to explain complex compensation packages to new hires. It also features native tax filing (Origin Tax) and an integrated investment platform. For modern HR departments aiming to significantly reduce employee financial stress and boost retention, Origin is an elite, holistic benefit.

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS
  • Mobile - Android

Support

  • Email/Help Desk
  • Knowledge Base

Training

  • Documentation

Ideal Company Size

Medium, Enterprise Employees

Pricing Overview

$0

Starting price / month

LicensingSubscription
Supported LanguagesEnglish
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