Employer Financial Wellness Solutions | Origin Financial

Solve your greatest business challenges with financial wellness.

The global financial wellness benefit for every employee. Personalized, planner-backed financial tools—from budgeting to taxes to equity comp—delivered in one modern platform.

Simplify your money

Trusted by leading global companies

Drive business results

When your employees thrive financially, 
your business does too. Origin helps employers improve retention, productivity, and overall well-being.

Boost productivity and prevent burnout

Reduce financial stress—the #1 distraction at work—and free up hours each week for employees to focus, perform, and feel supported.

Attract and retain top talent

Stand out in a competitive talent market with a benefit that shows you invest in employees’ long-term well-being and financial growth.

Optimize operational efficiency

Minimize costly turnover and backfilling by helping employees make informed financial decisions that support career stability and longevity.

Reduce healthcare costs

Financial stress is linked to higher healthcare claims. Supporting employees’ financial wellness helps lower overall health-related expenses.

Why financial wellness matters

Boost retention, productivity, and financial confidence by offering Origin to your employees.

Why employers choose Origin

Trusted by global teams to deliver measurable impact in financial wellness.

One platform for every employee

Support every financial journey—budgeting, investing, planning, and more—with a single, unified platform. Origin meets employees where they are, no matter their income, location, or life stage.

Global access and equity

Offer financial support that scales. Origin is built to serve teams in 70+ countries and 80+ languages, with culturally relevant guidance and localized experiences for true financial equity.

Flexible pricing, proven ROI

Get financial wellness that works—and works for your budget. Our pricing model scales with your team, delivering up to $2.39 in ROI for every $1 invested.

Dedicated success team

From onboarding to rollout to engagement campaigns, our customer success team is with you every step of the way—ensuring your program drives real adoption and impact.

How it works

Give every employee a clear path forward. With Origin, financial wellness is simple: connect accounts, get expert guidance, and plan ahead with AI-powered tools.

Get expert guidance

Employees are matched with a financial expert in their region who understands their goals and unique needs.

Plan ahead

Get step-by-step plans and real tools to make progress — not just advice.

Track everything. Ask anything.

From equity to spending to savings, Origin keeps every part of your financial life in sync. And with built-in AI, employees can get instant answers to money questions, anytime.

Built for every workforce

Financial wellness isn’t one-size-fits-all. Origin is built to support the unique needs of every workforce – no matter the field, income level, or financial starting point.

Technology

Help fast-moving teams understand and maximize equity, 401(k)s, and everything in between.

Professional Services

Empower high earners to make confident decisions across taxes, investments, and planning.

Healthcare

Support overwhelmed frontline staff with tools built for shift workers, nurses, and care teams who often delay financial planning.

Industrial & Manufacturing

Provide accessible, planner-guided support — even to employees without laptops or offices

Global Workforces

Built for global employees — with local tax, equity, and planner coverage in 75+ countries

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Financial wellness for all your employees.