
origin
The all-in-one financial planning platform. With Origin, employees can track financial milestones, get expert advice, take action to reach savings goals, and manage their money with ease.
About
The all-in-one financial planning platform. With Origin, employees can track financial milestones, get expert advice, take action to reach savings goals, and manage their money with ease.
Products
Origin Financial Wellness Platform, 1:1 Financial Planning (CFP advisors), Equity Compensation Guidance, Student Loan Management, Tax Planning, Benefits Optimization, Retirement Planning, Estate Planning, Investment Guidance, Employer Analytics, Digital & Live Support, Multi-Topic Coverage
Recent moves
funding · M&A · launches- Mar 25, 2026
- May 14, 2025
- Jun 6, 2023
origin in the news
All news →Origin has raised $30M Series A+ led by Notion Capital, bringing total funding to $50M+ in 12 months. Its AI-powered platform, Cuido™, helps enterprises unify fragmented global benefits data, improve visibility, and…
May 14, 2025London-based Origin Secures $21M Series A to Revolutionize Global Benefits IntelligenceOrigin today launched the world’s first Global Benefits Intelligence platform, securing $21 million in a Series A led by Felix Capital (with Acadian Ventures and Notion Capital). Powered by its AI engine Cuido™, Origin…
Jun 6, 2023Origin acquires Finny to Fill a Critical Gap in Workplace Financial EducationAcquisition will help Origin users improve global financial literacy and debt management with more complete toolkit for smarter financial planning BOSTON, June 05, 2023 -- Origin , the startup reimagining financial…
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