Best Small and Medium Workplaces in Financial Services and Insurance

To determine the Best Workplaces in Financial Services and Insurance in 2025, 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.

SEE ALL FORTUNE GREAT PLACE TO WORK RANKINGS Methodology

The Top Ten

WestPac Wealth Partners

Prev. #1

Investments

Employees say:"They specifically teach people to organize their goals and time to allow for significant time for personal and other growth-oriented opportunities away from work. Family seems to be the priority along the way to success."

Marsh McLennan Agency, Midwest Region

NEW

General Insurance

Employees say:"Appreciation is encouraged and shown to colleagues every day of the year. This ranges from management recognition to peer to peer high-fives. I love the pride a colleague feels from being shown appreciation and this truly highlights how much our people care for one another and the work they do."

First American Equipment Finance

+1 spotPrev. #4

Other

Employees say:"There are such a wide variety of backgrounds here and they encourage collaboration like I've never seen anywhere else as a professional. There are so many opportunities to learn from your peers and management that go far beyond formal meetings/conferences. The people here get along better than any office environment I've ever experienced."

CV3 Financial Services

-1 spotPrev. #3

Other

Employees say:"This is the best company I have worked for during my career in finance. It starts from the top: the CEO is honest, real and caring about each and every one of his employees. I am extremely loyal to this company because it is truly the best place to work and I am grateful to be apart of CV3."

City National Bank of Florida

NEW

Banking/Credit Services

Employees say:"CNB has been the best onboarding experience of my career. The company provided me on day one with the tools that I need to do my job. The vision and values are clear at CNB, and everyone to this point shows pride in their work. After the hurricanes in Tampa Bay, CNB reached out and provided my family a beyond generous relief package to help get us back on our feet. I am a recent hire & they treat me as if I have worked here for years. I have never felt truly proud to work for a company until now. I hope to pay it forward and treat others the way CNB has treated me."

Mission Wealth

-1 spotPrev. #5

Other

Employees say:"Mission Wealth is more than a job or a career, it's a place where your strengths are highlighted and you can make a difference. The culture is unmatched and it feels more like a family than coworkers. Benefits are constantly evolving to take into employees' feedback and what is important to the team."

Petra Funds Group

NEW

Other

Employees say:"Petra does a fantastic job making their employees feel valued. They have a unique way to actually facilitate office culture that encourages people to come in without enacting in-office mandates that are rigid and demoralizing. The Petra team is also built up by many smart individuals, who can be trusted to perform high quality work on their own and provide exceptional results with our clients. I feel glad to work at a company with people of this caliber, and feel as though it translates into my work product, even if I am not working with all of these individuals on a daily basis."

Colorado Housing and Finance Authority

+5 spotsPrev. #13

Other

Employees say:"I feel fortunate to work for a mission-based organization who wants to make a difference among all the customers we serve across the state, but the uniqueness is the mission-based efforts for all of us as employees too! Specifically, transparent and regular communication, competitive salaries, employee/family friendly benefits and all HR policies and practices where employees are treated with respect. Not to mention the culture is one that embodies all of our values - especially to be innovative and have fun!"

Nationwide Mortgage Bankers

-2 spotsPrev. #7

Banking/Credit Services

Employees say:"The leadership team is very collaborative and supportive of each other and their team members, fostering a productive work environment. We have implemented many successful projects to create efficiencies and achieve company initiatives across multiple departments. NMB has a positive company culture including team building events promoting teamwork."

Consumers Credit Union

+18 spotsPrev. #28

Banking/Credit Services

Employees say:"I love working for CCU and am grateful to be here. I love the work culture and the people. It is unique to CCU how approachable, connected and helpful everyone is, including the senior management. I find that unique to CCU which is a fast-growing company but still effectively maintains its core values."