Best Small and Medium Workplaces in Financial Services and Insurance

To determine the Best Workplaces in Financial Services and Insurance in 2024, Fortune partnered with global people analytics firm Great Place to Work to analyze survey feedback representing more than 194,000 U.S. employees. See also: the Best Large Workplaces in Financial Services & Insurance.

METHODOLOGY SEE ALL FORTUNE GREAT PLACE TO WORK RANKINGS

The Top Ten

WestPac Wealth Partners

Prev. #1

Investments

Employees say:"Our diverse staff and the company culture is top notch. I have met people from all over the world in our office and the way this company has been able to create a culture of belonging, a culture of respect and a mindset of you can achieve anything you want, is unbelievable."

IntraFi LLC

+1 spotPrev. #3

Other

Employees say:"As the company continues to grow, the same cultural values and behaviors remain strong and consistent. We have experienced a lot of team growth particularly in the past year and our new team members seem to feel the same great cultural impact that has always been a staple for us."

CV3 Financial Services

NEW

Other

Employees say:"The culture that CV3 has developed is one of the most encouraging and inclusive I've ever been a part of. The result of this cohesiveness is a holistic and natural "want to" and buy-in by the entire organization that is truly unmatched in our industry and most others I'm aware of."

First American Equipment Finance

+3 spotsPrev. #7

Other

Employees say:"One unique feature of First American is our Culture Team, a colleague-led committee that takes responsibility each year for putting ideas into action. The Culture Team members survey colleagues, research industry best practices, and host discussions to determine the most impactful initiatives for the year that will help further the culture at First American. Ideas that have emerged from the Culture Team are things like unlimited sick time off, improved parental leave and daycare subsidies, and a long list of family-friendly events throughout the year."

Mission Wealth

+9 spotsPrev. #14

Other

Employees say:"Working for Mission Wealth is incredibly fulfilling due to its exceptional culture that fosters collaboration and innovation. The company provides abundant growth opportunities and a clear career path, ensuring that employees can continuously develop and advance in their careers. With a comprehensive benefits package and transparent communication from leadership, Mission Wealth truly values and invests in its team, creating an environment where everyone feels supported and motivated to succeed."

Nations Lending Corporation

NEW

Other

Employees say:"The colleagues at Nations Lending are amazing. Everyone truly cares about the work we do, and the impact we have on the communities we serve. We work hard, but also have fun."

Nationwide Mortgage Bankers

NEW

Banking/Credit Services

Employees say:"The collaboration between teams and team members is amazing. Everyone is always willing to step in and help if needed. Whether it be answering a simple question or jumping on a call, everyone has always been cooperative and determined to complete the issue/task. Especially in an environment where so many people work from home."

City Credit Union

NEW

Banking/Credit Services

Employees say:"I love that we celebrate our recognitions, and good job we are doing. We get celebrated individually if we accomplish something. This is truly a beautiful environment and I'm proud to work here. I also love that our management, leadership team and CEO remembers us, recognizes us, celebrates us! They make us feel at home."

SterlingRisk

+39 spotsPrev. #48

General Insurance

Employees say:"This Company is an excellent place to work. Top Executives are always trying to move the Company forward, growing and improving, open to change and creativity. The employees I deal with are smart, professional, caring and kind. The teamwork is phenomenal. Everyone is a pleasure to work with and it comes from the top."

Circle

-4 spotsPrev. #6

Banking/Credit Services

Employees say:"Circle's mission is very ambitious. inspiring, and exciting. There aren't many company who have that level of vision, and who are actually executing on it very concretely. Additionally, the leadership team is remarkably consistent in this vision (it hasn't really changed since I originally joined in 2017!) and has only executed on it better and better over the years."