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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.

São Paulo, BrazilFounded 20184
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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

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