Overview

Origin offers a B2B financial wellness platform provided through employers, helping employees manage money. It connects bank accounts, investments, and equity to create a holistic view of net worth and includes budgeting, spending tracking, and investment guidance. Each employee is paired with a dedicated Certified Financial Planner for personalized advice, with tools like Equity Manager to understand equity compensation. The service blends technology with human experts, supports a global, multi-language user base, and aims to reduce financial stress, improve financial well-being, and boost employee retention and productivity.

Launched Recently