# 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.

- $2.39 ROI for every $1 invested
- 42% increase in 401(k) contributions
- $2.8M saved in backfilling roles (500 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

# Book a demo

Financial wellness for all your employees.