Best Small and Medium Workplaces in Financial Services and Insurance
To determine the Best Workplaces in Financial Services and Insurance in 2023, Fortune partnered with global people analytics firm Great Place to Work to analyze survey feedback representing more than 191,000 U.S. employees. See also: the 50 Best Large Workplaces in Financial Services & Insurance.
The Top Ten
WestPac Wealth Partners
+3 spotsOther
Employees say: "We have a lot of communication from management—both in times of crisis and in times where the company is doing exceptionally well. Management cares about the individual and treats everyone fairly."
Civic Financial
Employees say: "This company really cares about their employees. I've worked many places, and you're just a number. Here you actually matter. You feel a strong sense of community and part of a team!"
IntraFi LLC
Other
Employees say: "I think the CEO's commitment to transparency is one thing that makes us unique. The same info that the board receives is the same info as the employees receive regarding our company's status and direction. He is also very committed to making sure employees are taken care of."
Ladder Financial
Life Insurance
Employees say: "Leadership has a rare blend of the right experience, strategic vision, and qualities to motivate the team and make an impact. They truly value work-life balance and understand that a happy, psychologically safe workforce will perform best. Ours is a culture of innovation, but risk is considered as well—it's a healthy middle ground. One of the few places I've worked where everyone just genuinely wants to work hard because we want to help our customers and see the company succeed."
NerdWallet
Other
Employees say: "People genuinely care for each other and celebrate each other. We have 'NerdLove' events where we just celebrate each other and highlight some of the great work people do. It's a really nurturing environment."
