Origin Stock

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

Sign up today and learn more about Origin Stock

Invest in or value your shares in one or many pre-IPO companies through an EquityZen investment vehicle.

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


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


Cara Brennan Allamano

Head of Sales & Partnerships

Byron Revels


EquityZen 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.

Some data provided by Crunchbase

Join 630,000+ Investors and Shareholders

On our trusted digital marketplace for private companies

EquityZen Recognized As: