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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.
About Origin
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
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Company Stage
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Founded
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People at Origin
People at Origin who can refer or advise you
Simplify's Take
What believers are saying
- Holistic financial wellness platforms replacing point solutions enable employees to progress through stability stages.
- Structured financial wellness programs reduce turnover and improve retention by directly addressing financial stress.
- Employees prioritize investing tools and financial education, indicating strong demand for Origin's advanced features.
What critics are saying
- Robo-advisors like Betterment offering human access at $0–$49/year will force Origin to slash fees and erode profitability.
- SEC's 2025 AI Financial Advisor rule requires human CFP sign-off for AI outputs, increasing operational costs by 30%.
- Major client Roku may cancel its contract due to low engagement under 12% and preference for direct salary increases.
What makes Origin unique
- Origin combines proprietary AI technology with dedicated Certified Financial Planners for personalized advice.
- The platform offers holistic net worth tracking including equity, bank accounts, and investments in one view.
- Origin serves global clients in over 70 countries with support for 80 languages and regional planner matching.
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Benefits
Health Insurance
Remote Work Options
Home Office Stipend
Origin is Hiring for 8 Jobs on Simplify!
Find jobs on Simplify and start your career today
About Origin
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
N/A
Founded
N/A
Origin is Hiring for 8 Jobs on Simplify!
Find jobs on Simplify and start your career today