Origin is an employer-sponsored financial wellness benefit platform designed to help employees take control of their personal finances. It combines automated financial planning tools with access to licensed financial planners (CFPs) to cover areas including budgeting, net worth tracking, equity and stock option management, tax optimization, debt management, and retirement planning. Employees can connect financial accounts to get a unified view of their financial picture, model scenarios such as equity vesting or job changes, and receive personalized guidance. Employers offer Origin as a workplace benefit, and employees access it at no direct cost to them. The platform aims to reduce financial stress among employees by providing both self-serve digital tools and human advisor support in one place. Origin is positioned as a comprehensive alternative to fragmented point solutions for financial wellness.
Target audience and deployment
- Startup
- SMB
- Mid-market
- Enterprise
- Cloud
Key features
Use cases
- Manage employee financial wellness as a workplace benefit
- Track net worth and connected financial accounts
- Plan and optimize equity compensation
- Access licensed financial planners for personalized advice
- Optimize tax strategy and planning
- Plan for retirement and long-term savings goals
Best for
- HR leaders who need to offer a comprehensive financial wellness benefit to employees
- Employees who need to manage equity compensation, taxes, and financial planning in one place
- People managers who need to reduce financial stress and improve workforce productivity
- Benefits administrators who need a single platform to replace multiple point financial wellness solutions