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
benefitnews - Aug, 19 2021
For employees, financial planning benefits fill gapsforbes - Aug, 19 2021
How Employers Can Support The Financial Wellness Of Their Employeesbenefitnews - Aug, 19 2021
Long story short: Employers are ready to spend big on in-demand benefitsEquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
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