Best Small and Medium Workplaces in Financial Services and Insurance

To determine the Best Workplaces in Financial Services and Insurance in 2022, Fortune partnered with global people analytics firm Great Place to Work to analyze survey feedback representing more than 176,000 U.S. employees. See also: the 50 Best Large Workplaces in Financial Services & Insurance.

The Top Ten

Nationwide Mortgage Bankers

NEW

Banking/Credit Services

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 & 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.”

Bestow

NEW

Life Insurance

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.”

Balyasny Asset Management

+21 spotsPrev. #24

Investments

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.”

WestPac Wealth Partners

Prev. #4

Other

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.”

Civic Financial

+8 spotsPrev. #13

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 & friend oriented place. I love it here!”