Origin Stock

Origin is a platform that provides insurance and financial services for employees.

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About Origin Stock

Origin was founded on the belief that financial planning should be accessible to everyone at every stage of life. Origin is the first comprehensive employee financial wellness platform for the modern workforce. Its integrated solution helps employees manage compensation, benefits, and personal finances in a single place – side-by-side with financial professionals. Origin is the first platform that combines human financial planners with cutting-edge financial technology that both educates employees and allows them to create, execute, and track their personalized financial plans.

Funding History

November 2019$4.0M
June 2020$12.0M
August 2021$56.0M

Management

Founder & CEO

Matt Watson

Co-Founder and CTO

João de Paula

Chief Revenue Officer

Dave Tuttle

Head of Financial Planning & Advice

David Blaylock

VP of Marketing

Katie Doyle

Head of Planner Operations

Jodie Williams

Advisor

Cara Brennan Allamano

Head of Sales & Partnerships

Byron Revels

Press

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