Origin

The employee financial wellness platform.

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Overview

Origin is a financial wellness platform that provides employees with personalized financial planning, money management tools, and access to financial advisors. The platform is designed to help employees reduce financial stress and achieve their financial goals.

✨ Key Features

  • Personalized financial planning
  • Budgeting and saving tools
  • Investment guidance
  • Access to certified financial planners (CFPs)
  • Student loan and debt management
  • Equity and compensation planning

🎯 Key Differentiators

  • Personalized financial planning with access to CFPs
  • Holistic approach to financial wellness
  • User-friendly and engaging platform

Unique Value: Origin helps companies invest in their employees' financial well-being, leading to a more productive, engaged, and loyal workforce.

🎯 Use Cases (3)

Improving employee financial well-being Reducing financial stress in the workplace Providing employees with access to expert financial guidance

✅ Best For

  • Helping employees create and stick to a budget
  • Providing guidance on investing and retirement planning

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies looking for a platform to administer lifestyle perks or pre-tax benefits

🏆 Alternatives

LearnLux Brightside Your Money Line

Origin's combination of technology and human expertise (CFPs) provides a more personalized and impactful financial wellness solution than purely digital alternatives.

💻 Platforms

Web iOS Android

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All plans tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

Free tier: NA

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