You need to enable JavaScript to run this app.





Origin is a financial wellness benefit that combines cutting-edge technology with unlimited 1:1 financial guidance with Certified Financial Planners—helping employees make the most of their compensation, benefits, and personal finances. We start by giving every employee their own Certified Financial Planner, who works exclusively with them to offer financial guidance through every stage of life—whether they’re starting their careers or planning for retirement. Origin’s planners are fiduciaries—meaning they provide unbiased advice and aren’t incentivized to sell you anything. On top of this, we’ve built a high-tech platform that allows employees to integrate their finances, investments, equity, and employee benefits into a single dashboard—giving insights into their complete financial picture. Employees then can manage all things money, set life goals, track net worth and cash flow, invest, manage their equity, and file their taxes from within the platform.

Founded: 2018
Employees: 51-200
Total funding: $76.5M
Latest funding: $56M Series B on 8/30/2021
Investors: General Catalyst, Felicis Ventures, Abstract Ventures, Founders Fund, Lachy Groom

Learn more about Origin

Get the information you need straight to your inbox, no strings attached.

We've received your request.
A Nava advisor will email you soon with more information.


Coverage area

Nationwide & Intl.

Minimum employees

1 employees

Medical plan types

Any medical plan type

Reviews for Origin


(1 review)

Account support


Member experience




Be the first to review Origin