Best Small and Medium Workplaces in Financial Services and Insurance

best small and medium workplaces in financial services and insurance

Fortune Editors

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.”

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.”

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.”

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.”

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!”

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!”

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.”

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.”

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.”

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.”

First American Equipment Finance

Employees say: 
 
“There definitely is something unusual about this company. I have never worked anywhere that actually rewards hard work and when you go the extra mile to ensure your job is done the best you can do. Greenlight really does recognize and promote this instead of treating every worker the same regardless of work ethic. I have also never worked somewhere so positive and happy!”

Greenlight

Employees say: 
 
“The level of respect everyone has for each other is amazing. If needed everyone will go the extra mile to make that happen. You have to have a good management system and office culture to keep that going. Evergreen does a great job of this.”

Evergreen Home Loans

Employees say: 
 
“Very grateful to have an amazing culture of support and encouragement. Our leadership team makes constant sacrifices to better love and serve 49's clients and advisors. I am given constant opportunities to implement my ideas and better the firm.”

49 Financial

Employees say: 
 
“The people I work with are genuine, they care about me as a person &amp; not just as another employee. They have a great work life balance &amp; are very understanding to various circumstances. They also host fun events like company kickball to allow people to have fun &amp; connect with each other.”

SECURA Insurance

Employees say: 
 
“I have worked for several very high quality financial service companies over my 45 years of full time work. I have never encountered such a wonderful company with such fine management and such a special culture. I could write chapters about the place- it is truly extraordinarily wonderful. Our CEO is the finest I have ever imagined could exist. He is smart, kind, transparent, inclusive, effective, generous, and on and on. Our colleagues are fabulous. I wish I'd found this company long ago and I hope to be here forever. We are the luckiest employees anywhere and I cannot think of one thing I would change about it. Working here is a joy.”

IntraFi LLC

Employees say: 
 
“The people truly value each other here and there is a strong sense of pride to be a member of the Ladder team. Everyone's joint mission to accomplish the same goal is what helps propel Ladder to achieve the milestones that we've seen happen thus far.”

Ladder Financial

Employees say: 
 
“Mission Wealth is the best company that I have ever worked for and I fully intend and hope to stay here for my entire career. Management and employees are top notch people and coworkers. Hard work is rewarded very well, and there are so many opportunities available for advancement. Joining this company was the best decision have made during my career and this is far more than just a job.”

Mission Wealth

Employees say: 
 
“Allied is such a great company! I've worked here for a long time and I've been a part of the amazing story that makes up our company as it is today. We have such a great team here at Allied, it's the people that make our company so wonderful.”

Allied Mortgage Group

Employees say: 
 
“Everyone has opportunities to grow and feel a part of something bigger. We all have a voice to make positive changes in our departments and the company as a whole. The culture is amazing at MVB. The company does a great job of keeping us connected through monthly All Hands meetings and gives us training opportunities where you can interact with different departments that brings us even closer together as a company.”

Employees say: 
 
“The culture is our biggest asset after our team members. We have the right attitude towards our goals and know how to achieve them. Everyone is always willing to lend a hand, and pitch in when needed.”

BluPrint Home Loans

Employees say: 
 
“Incredibly transparent work environment. Dedicated to diversity, equity, inclusion and belonging. Understands that as a company we are scaling and change in inevitable, but very open to new ideas and encouraging of others to be autonomous in decision making.”

Rhino

Employees say: 
 
“The Culture and ethics at this company is superb. I couldn't imagine working with another mortgage lender. We all work together for the same end goal to get our families into their homes and close loans. We do it as a team not individuals.”

Republic State Mortgage Co.

Employees say: 
 
“I am given the opportunity to work with honest, hard-working professionals who are excited about our mission and all working with clear goals and objectives. It's a very welcoming and supportive culture unlike any other I have seen in my career.”

Corvus Insurance

Employees say: 
 
“I have never been at a company where the highest level executives take such an interest in the work we do, communicate changes with us, and involve themselves in situations in order to better our work environment. This excellent culture is not just words, you can really feel it when you work here!”

Assurance

Employees say: 
 
“The energy everyone brings to the table is endless. Everyone is excited to be here and loves the job that they do. I am excited to start work everyday and speak to our partners and my colleagues, I feel like I provide value to the lives of the everyday American and truly make a difference.”

DailyPay

Employees say: 
 
“Anchorage feels like a family, where coworkers truly care about one another and leadership focuses on transparency and winning as a team.”

Anchorage

Employees say: 
 
“Our company has a culture that values collaboration, team work, goal orientation and execution. We support career development and learning through a variety of tools. We foster open, honest and respectful communication. Our corporate objectives are well understood and we work together to solve cross-functional issues. Our people are our greatest resource and make this company a very unique place to work.”

Clear Street

Employees say: 
 
“Everyone is incredibly nice and really cares about other people. People are also thoughtful about their work - they're not just doing it to do it, but they do it because they're passionate about the content and because they care about the outcome.”

Alpine Investors

Employees say: 
 
“We strive to make the world a better place, reducing carbon emissions and fighting climate change. Everyone here believes in that mission. It's the driving force behind everything we do.”

Generate Capital

Employees say: 
 
“Executives are extremely approachable and supportive, often asking what resources we need to do our jobs well and with consistent improvement. It's a very fun and exciting culture where everyone is eager to work together so we all win as a team.”

Flywire

Employees say: 
 
“I have never worked at a place that is more open, transparent, and genuine. Everyone at Pie truly treats each other with respect and honesty. There are many opportunities to progress upward and laterally across the organization if you are interested in other areas. Leaders from all departments help you reach your goals, regardless of your organizational relationship to them.”

Pie Insurance

Employees say: 
 
“Reliance Partners has allowed my to grow tremendously over the last four years. I appreciate the mentorship and coaching leadership has invested in me.”

Reliance Partners

Employees say: 
 
“The corporate culture of cooperation, trust, respect, and teamwork gives me confidence in my own work. I love knowing that we can all count on each other to do our part in team projects. Plus, the recognition programs are really expansive and help everyone feel appreciated for their part. ESL is a special place to work because of the people!”

ESL Federal Credit Union

Employees say: 
 
“Embark is a workplace that I look forward to coming in on Monday. I recently joined Embark but I feel like I am already able to make an impact. The work every day is exciting and I'm really looking forward to watching the company continue to grow!”

Embark

Employees say: 
 
“We are constantly having events within the department (ex. team lunches, secret santa, happy hours, trivia, yoga, etc.) where we are encouraged to get to know one another. There are clear efforts by management to ensure that new hires feel like they are a part of the office community. PURE understands that people spend a great deal of their time at work, and try to make the office culture one that employees are excited about.”

The PURE Group of Insurance Companies

Employees say: 
 
“The team is committed, dedicated and inspiring. The team works so hard to ensure that everything gets done well and when it needs to be done. Our mission is equally unique - we are truly committed to doing good for others.”

Stellar Development Foundation

Employees say: 
 
“The 2 years I have worked at Tally have been the most rewarding in my career. I have been given the highest-level of responsibility to lead key audits and make a direct impact on Tally's security program. I am more than proud of what we have accomplished as a growing company. Tally gives me the autonomy and resources to manage complex work. I can confidently say that Tally is the first company where I feel employees are genuinely recognized on the level of effort and quality of work that is delivered.”

Tally

Employees say: 
 
“We are truly the most amazing family I have had the privilege to work with. It's the people that make the difference in everything they bring to the table everyday!! Everyone contributes at such an extraordinary level, it's amazing to watch and be a part of everyday!! The learning is endless. Thank you ICD family!!”

Institutional Cash Distributors

Employees say: 
 
“Transparency across our organization has been a constant since I started here. From firm-wide quarterly reviews of everything from people updates to financial results, management really takes the time to be as transparent as it reasonably can be to make everyone feel as though they have skin in the game. I always leave feeling more motivated for the quarter ahead.”

Stout Risius Ross Inc

Employees say: 
 
“Everyone is very nice and welcoming. It is the first company where I feel like all employees have a chance to be heard and our opinions taken into account on important decisions. Management is very transparent, which is a refreshing change compared to other companies I have worked for previously. They are very understanding that you have your own family and life events to take care of and give you plenty of options to work around your schedule.”

AgAmerica Lending

Employees say: 
 
“Everyone is made to feel like family. We all help and encourage each other to strive towards higher goals every single day!”

SmartFinancial

Employees say: 
 
“Grow is an amazing company to work for. Their efforts in Diversity, Equity and Inclusion this past year have been incredible. The leadership is empathetic and the work is fulfilling. Grow's commitment to serving our communities and team member's well-being is unlike any other organization I've worked for.”

Grow Financial Federal Credit Union

Employees say: 
 
“There are a lot of factors about Builders that set it apart from any other company I've been employed by. I've never experienced such direct and honest communication with and from senior leadership. I've never worked in an environment where people genuinely care about their coworkers, even those they do not directly work with on a daily basis. Senior Leadership recognizes problems, listens to employee concerns, and adjusts accordingly.”

Builders Mutual Insurance Company

Employees say: 
 
“The people. Everyone here genuinely cares about the work we're doing and has tremendous work ethic. I think this team could do anything, regardless of industry or task. It's created a culture where everyone assumes the success of the company is inevitable, and encourages personal growth to be a part of that success. I genuinely love the people I work with.”

Facet Wealth

Employees say: 
 
“The company and the employees care about each other. If there is a specific need, the company and fellow employees always find a way to met the need, not only for employees in the company but those in the community as well.”

Atlantic Casualty Insurance Company

Employees say: 
 
“Altra fosters an environment of "family" and community that encourages and supports their employees. They strive for and embrace employee diversity through their hiring practices and something as simple as publishing announcements on the employee communication site "The Hub" that highlights special calendar events that various diverse employee work groups would be interested in or the friends and co-workers wish to celebrate and acknowledge with their Altra working family.”

Altra Federal Credit Union

Employees say: 
 
“Whether you have been here 20 years or 2 months, leadership cares about your thoughts and opinions which is unusual. From the very beginning, they feel every team member adds a unique view and perspective they want to listen to no matter the experience level. They immediately make you feel welcome and that you belong.”

HORAN

Employees say: 
 
“I have never felt more excited and welcomed by an organization before. I feel more valued than ever, which motivates and empowers me to be the best I can be. There is an emphasis on personal wellness - taking care of yourself and your family first. The pay, benefits, and perks are stellar. I am excited to come to work every day!”

Mission Lane

Employees say: 
 
“Honesty, Humility and Pride in the company mission are not just words on a company page but truly core to the leadership principles and core values that guide our day to day actions. Everyone here is united under the common goal of making a difference for the Small Businesses and Ownership that lift up the American economy.”

Lendio

Employees say: 
 
“X-Caliber is unlike any place I've worked before in that everyone is made to feel like they are on equal playing field, regardless of position in the company. I have never felt so welcomed and appreciated as I have since I began working here. The ideas that each employee brings to the table are often carefully considered and valued, making one feel that they are truly contributing to the company as a whole.”

Best Small and Medium Workplaces in Financial Services and Insurance

Best Small and Medium Workplaces in Financial Services and Insurance Ranking (2022)