Origin

Origin Info & Features

Origin is the modern financial wellness benefit for your workforce.

HR and People teams use Origin to help employees get more from their paycheck, make informed decisions about benefits, and feel secure in their financial future.

Origin offers unlimited, 1-on-1 access to a Certified Financial Planner through video or in-app chat. After meeting with an Origin planner, employees receive a customized financial roadmap to help them reach their goals. Origin has successfully helped employees pay off debt, save for a house downpayment, plan for a c ...hild, and more.

Origin is the first financial wellness company to combine human guidance with a cutting-edge technology platform. Members can track spending and savings, set budget goals, automate investments, manage equity, and file taxes within Origin. Employees can connect all their financial accounts in one digital space to get an overview of their financial health.

HR and People teams love using Origin to engage employees, explain employee equity, and increase benefit utilization. Origin offers customizable financial education workshops and personalized support to each company they serve.
Origin has the largest global network of financial planners. Services are available in all 50 states and 52 countries.