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.
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Coverage area
Nationwide & Intl.
Minimum employees
1 employees
Medical plan types
Any medical plan type
Account support
5.0
Member experience
5.0
Implementation
5.0