Origin Financial, Inc. is a B2B financial wellness company that partners with employers to provide their employees with access to financial planning, investment advice, and money management tools. Its mission is to make expert financial guidance accessible to everyone. The company acquired Finny, a Y Combinator-backed startup known for its gamified approach to financial education, in 2021. The acquisition integrated Finny's content and educational framework into Origin's platform, strengthening its ability to help users learn about personal finance and investing. Origin is an SEC Registered Investment Adviser.

Founded in

United States