Origin

Origin is a financial technology company focused on revolutionizing wealth management, making it simple and accessible for everyone. They offer a comprehensive suite of products and services including spending and budgeting tools, net worth tracking, high-yield cash accounts, automated index investing, financial guidance powered by AI and human advisors, and estate planning tools. Their mission is to democratize financial well-being by building products that are approachable and affordable for all.

Origin is committed to empowering individuals and teams to take control of their finances. They offer a unique one-membership model that provides access to all their services, including access to Certified Financial Planners for personalized support and tailored recommendations. Origin also partners with employers to provide financial wellness benefits to their employees, helping them manage their finances, save for retirement, and reduce financial stress.

Origin offers a remote-first work environment, providing employees with the flexibility to work from home or a combination of home and office. The company encourages a flexible work schedule, allowing employees to balance their work and personal lives.

Origin offers employees a comprehensive benefits package that prioritizes health and well-being, financial wellness, family and home life, and work-life balance. These benefits include premium medical, dental, and vision insurance, mental health support, and a well-being stipend. In addition to Origin membership for personal financial management, employees enjoy parental leave, personal prosperity benefits, a remote-first work environment with the flexibility to work from home or the office, and an unlimited PTO policy.

Origin's mission is to make wealth management accessible and affordable for everyone. They aim to democratize financial well-being by building products and a brand that is simple, approachable, and affordable for all. Their platform provides holistic net worth tracking by bringing income, net worth, spending, investments, assets, and liabilities all into one platform, making finances approachable. Origin also supports members across a wide range of financial decisions, from family planning to saving for a house and retirement, and empowers People Teams to guide employees through their finances, helping with comp, benefits, equity, and reducing liability.

Origin promotes a culture that values accessibility, approachability, and empowerment. They strive to make financial management simple and understandable for everyone, regardless of their background or experience. Origin embraces a diverse team, encouraging innovation and resourcefulness while focusing on building products that people love. They believe in supporting their employees with comprehensive benefits and remote-first work flexibility, fostering a culture of personal and professional growth.

Origin actively promotes Diversity, Equity, and Inclusion (DEI) by acknowledging the lack of representation in the financial planning industry and working to address the financial inequalities experienced by underrepresented communities. They recognize the importance of diverse perspectives for better performance and client outcomes, and strive to create a diverse team of CFP® professionals to serve their diverse client base. Origin actively seeks to address economic inequality by providing financial guidance and education to historically marginalized groups, and encourages clients to choose planners they feel comfortable and personally identify with.