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Origin
Employee financial wellness and advisement platform
Data & Analytics
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Company Overview
This company provides a unique working environment by supporting personal financial wellness through its advanced platform that assists users in managing and achieving their financial goals. Their use of automation and expert advice from Certified Financial Planners™ positions them at the forefront of financial education and assistance for a broad range of employees. This emphasis on direct, impactful financial solutions makes it an engaging and rewarding place to contribute to meaningful technological advancements in the financial sector.
Data & Analytics
B2C
Company Stage
Series B
Total Funding
$122.3M
Founded
2018
Headquarters
Boston, Massachusetts
Growth & Insights
Headcount
6 month growth
↓ -6%1 year growth
↑ 8%2 year growth
↑ 13%Location
Experience Level
Category
Education Level