50 best small and medium workplaces in financial services and insurance

Great Place To Work

To determine the Best Workplaces in Financial Services and Insurance in 2022, Fortune partnered with global people analytics firm <a href="https://www.greatplacetowork.com/">Great Place to Work</a> to analyze survey feedback representing more than 176,000 U.S. employees. See also: the <a href="https://fortune.com/best-workplaces-financial-services-insurance/2022">50 Best Large Workplaces in Financial Services &amp; Insurance</a>.

Employees say:

“Our core values are practice great; we have a family environment feel and we have each other's back. Any suggestions, worries, personal and work-related ups and downs we can bring to the table and talk it out with our direct leaders, and they LISTEN &amp; HELP you. I have never worked at a company where the owner of the company takes the time to interact with the whole organization, there is no division. They are willing to roll up their sleeves and really help you find a solution and teach you what you need to make sure you are on the right track so we can accomplish the goal together. Unity is one of our core values and we really practice that.”

<a href="http://www.greatplacetowork.com/certified-company/7023005">Read the Great Place to Work review.</a>

Nationwide Mortgage Bankers

Employees say:

“Bestow is more than just a workplace. It is an environment of professionalism, excellence, and fellowship. In all my work experience, which spans 40 years, Bestow is far and above any company that I have worked for. I love my job.”

<a href="http://www.greatplacetowork.com/certified-company/7041110">Read the Great Place to Work review.</a>

Bestow

Employees say:

“The Founders are truly focused on perpetuating a great culture, even as the business has grown to a dozen or more offices globally. They spend a significant amount of time building an environment that excites people when they know it's time to go to work.”

<a href="http://www.greatplacetowork.com/certified-company/1269994">Read the Great Place to Work review.</a>

Balyasny Asset Management

Employees say:

“This company has passion for each individual and encourages the development for each person to reach their full career potential. WestPac has an amazing training program with all necessary resource needed for the company. I am impressed by the daily trainings - 4 days a week we have a company zoom meeting, where all employees can participate in networking and gaining knowledge to better our company and one another. We may have offices several states apart but we have a small community atmosphere everyone knows everyone and each person is valued.”

<a href="http://www.greatplacetowork.com/certified-company/7011613">Read the Great Place to Work review.</a>

WestPac Wealth Partners

Employees say:

“CIVIC is a place where people genuinely care about one another. The moment you walk into the office, you can feel the buzz! The Senior Leadership team does a fantastic job at making everyone feel welcome. There is an open door policy making it easy to talk with anyone, regardless of their level with the organization. We have lots of perks and opportunities for growth and recognition. Very family &amp; friend oriented place. I love it here!”

<a href="http://www.greatplacetowork.com/certified-company/7010513">Read the Great Place to Work review.</a>

Civic Financial

Employees say:

“Each and every day, my manager and team checks in and is always putting each other first. We celebrate big and small wins! I never feel like I am solo, but have an immensely loving support system through and through. The people at NerdWallet make work days feel like the best days!”

<a href="http://www.greatplacetowork.com/certified-company/7003907">Read the Great Place to Work review.</a>

NerdWallet

Employees say:

“Our team meetings are so unique and fun. We have company huddles and I look forward to them. They're a perfect mix of funny, engaging and also informative. I feel very connected to my whole company and all its departments. Which is special. Our HR team really does an amazing job, unlike any other company I've worked for. Love my people at Forward Financing.”

<a href="http://www.greatplacetowork.com/certified-company/7008218">Read the Great Place to Work review.</a>

Forward Financing

Employees say:

“The focus on being human and encouraging people to be themselves and take time off is really special. Leadership, management, and everyone at Chime is very supportive of taking time for ourselves, and the company wide Chime days off really help us recharge and come to work ready to go! I also know I can be myself at Chime, and the casual and approachable environment that is part of the Chime culture is truly special.”

<a href="http://www.greatplacetowork.com/certified-company/7020440">Read the Great Place to Work review.</a>

Chime

Employees say:

“I love the culture and people within the company. Everyone has been very caring, helpful and sincere about wanting the best for our borrowers and team members. I love the bi-weekly leadership meetings, I really look forward to them and find I always learn something great.”

<a href="http://www.greatplacetowork.com/certified-company/5003450">Read the Great Place to Work review.</a>

Reverse Mortgage Funding

Employees say:

“Regardless of what department you are in the entire company goes out of their way to make you feel welcome-not just the immediate coworkers you work with on a daily basis. As a fairly new employee I can confidently say I have never felt so welcomed by an entire company than I have with First American. Colleagues that I do not work directly with or typically would not have interacted with make an effort to invite me to coffee, lunch, or just introduce themselves and say hello so that everyone feels included and welcome.”

<a href="http://www.greatplacetowork.com/certified-company/1243949">Read the Great Place to Work review.</a>

First American Equipment Finance

The Top 10

See which workplaces made this year's list.

50 Best Small and Medium Workplaces in Financial Services and Insurance

The Top 10