Origin Financial
Origin Financial offers comprehensive financial wellness solutions, including estate planning, holistic net worth tracking, and automated investing without advisory fees.
Services
Origin Financial offers a comprehensive range of services including estate planning, holistic net worth tracking, and automated investing with no advisory fees. For a monthly fee of $12.99, members can access 24/7 financial guidance, tax assistance, budgeting and savings tools, and automated, fee-free investing. The company also offers personalized financial planning sessions with Certified Financial Planners™ for $119 per session, and a DIY tax filing solution in partnership with Column Tax.
Products
Origin Financial provides a variety of financial products to support its users’ needs. These include spending and investing tools, estate planning services with ready-to-sign documents valid across all 50 states, and comprehensive financial guidance and tax services. The platform also offers financial wellness benefits for employees, such as tracking total compensation and equity, with the ability to invite partners to manage finances together at no extra cost. Users can enjoy a one-month free trial before committing to a subscription.
Financial Planning Tools
Origin Financial offers a range of financial planning tools designed to help users effectively manage their finances. Among these tools are the AI-powered planner, Sidekick, which provides personalized financial guidance, and financial planning support from CERTIFIED FINANCIAL PLANNERS™. Additionally, the platform tracks equity compensation, offering insights into the estimated net value, vested and unvested shares, and projected value over time.
Financial Wellness Solutions for Employers
Origin Financial partners with leading employers to provide comprehensive financial wellness solutions aimed at solving financial health at the workplace. These benefits include tracking total compensation and equity for employees, offering a mobile app for convenient access to financial management tools, and on-demand financial education through articles, lessons, and quizzes. This holistic approach helps employers support their employees' financial well-being.