Best Small and Medium Workplaces in Financial Services and Insurance

Fortune research partner Great Place to Work surveyed more than 840,000 employees at U.S. companies to find out which in the financial services and insurance industry rise above their peers by instilling trust—and allow members of their organizations to reach their full human potential. Those that made the list upended the stereotypes of greedy and heartless financial companies in 2020. They acted as generous corporate citizens amid a year of multiple crises, deepening employees’ sense of purpose and commitment. See also: 40 Best Large Workplaces in Financial Services and Insurance

METHODOLOGY

The Top Ten

NerdWallet

NEW

Other

Employees say: “Everyone tries their hardest. There's never someone on your team who's just along for the ride, in it solely for the paycheck, or just running out the clock. We support one another, pitch in when needed, and are quick to tout others' accomplishments.”

Better.com

+9 spotsPrev. #11

Other

Employees say: “Management takes strides to ensure company strategy and objectives are communicated throughout all levels of the organization by facilitating monthly all-hands meetings and 'ask-me-anythings.'”

Evergreen Home Loans

+10 spotsPrev. #13

Other

Employees say: “The level of internal growth in this company is unlike any other I've ever seen. Management encourages moving up in the company and will help in any way they can.”

WestPac Wealth Partners

-3 spotsPrev. #1

Other

Employees say: “There's a high level of cooperation and friendship; people truly enjoy helping each other. We can speak with high-level managers and performers and they are willing to share ideas.”

Bankers Healthcare Group

-2 spotsPrev. #3

Other

Employees say: “Our CEO and Founders are present and involved in every employee's work life. They truly know how to make you feel important and appreciated.”

First American Equipment Finance

-4 spotsPrev. #2

Other

Employees say: “High degree of autonomy. Management provides the tools necessary for me to be successful in my role. Colleagues make work enjoyable and create a competitive and personally motivating environment.”

Chime

+8 spotsPrev. #15

Banking/Credit Services

Employees say: “Executives really care about the team and go out of their way to show it. They made phone calls to each employee when we all started to work from home to check in on their home situations, mental health, and how they could help.”

Republic State Mortgage Co.

NEW

Other

Employees say: “We've created a "Kudos Korner" so that we can recognize fellow teammates who have gone above and beyond the call of duty. It's been a fun way to recognize people publicly.”

Nations Lending Corporation

+9 spotsPrev. #18

Banking/Credit Services

Employees say: “It's a pretty big company with a small company feel. It’s large enough to feel very stable and small enough that changes can be made for improvement quickly.”

Assurance

+9 spotsPrev. #19

Employees say: “We are always encouraged to grow professionally and personally. I never feel as if I am being talked down to by managers or superiors. It feels as if everyone is on equal footings and everyone wants everybody to do their best.”