Top 10 Best US Financial Services Companies to Work for

The coronavirus pandemic has given businesses across the world an unexpected shakeup. While some have managed to successfully move all operations online, others have been forced to furlough staff and cancel job offers to prospective employees.

In these trying times, workers are paying close attention to whether or not their employers are taking the appropriate measures to ensure they can keep working safely – a trend that is set to continue in the near future, as lockdown measures begin to lift.

Inc. analyzed over 3,000 US workplaces from different industries and sectors, surveying their employees on topics such as welfare, trust, management effectiveness, perks, and confidence in the future, to find the best companies to work for.

Here are this year’s top 10 financial services companies with the best workplaces.

10) Divvy

Location: Lehi, UT
Founded: 2016

Kicking-off the top 10 is Divvy, the private fintech start-up behind the Divvy platform, which helps employers from a wide range of businesses manage employee spending and expenses. The company prides itself on their approachable and transparent culture, which fosters a collaborative workplace environment.

9) Chime

Location: San Francisco, CA
Founded: 2012

Chime is a challenger banking company that helps its members save money by managing their money effectively and avoiding bank fees. Chime believes in cultivating a culture where people “love to work”, built on successful communication and mutual growth.

8) Charles Stephen and Company

Location: Albuquerque, NM
Founded: 1983

Charles Stephen and Company provides financial services to a wide range of clients, from families to business owners. Among its signature services, they offer financial planning, portfolio development and tax planning strategies. The company’s culture is inclusive and open, helping employees stay motivated and healthy.

7) Cassaday & Company

Location: McLean, VA
Founded: 1993

Cassaday & Company is an independent wealth management firm assisting investors, business owners and families with financial planning and investment management solutions. The company is employee-owned, fostering workers’ autonomy and teamwork.  

6) Bookkeeper360

Location: Woodbury, NY
Founded: 2012

Bookkeeper360 offers small business owners digital bookkeeping, accounting, and advisory services. Its mission is to empower start-ups and growth-stage businesses by helping them manage their money better and make data-driven decisions. The company’s workforce is a mix of remote and office-based employees.

5) Better.com

Location: New York, NY
Founded: 2016

Halfway through the list is Better.com, a start-up that helps people buy property without commission and fees. They believe homeownership should be fast, transparent and low-cost for everyone. Better.com aims to cultivate a company culture that maintains employee longevity through unique perks and collaboration at all levels.

4) Bankers Healthcare Group

Location: Syracuse, NY
Founded: 2001

Bankers Healthcare Group provides financial solutions to healthcare practitioners and professionals. The company’s culture is driven by “creation, motivation, and the celebration of success”, with employees coming from a wide range of backgrounds and skillsets.

3) Bailard

Location: Foster City, CA
Founded: 1969

In third place is Bailard, an independent wealth and investment management firm that serves individuals and institutions alike. The company’s values are accountability, compassion, courage, excellence, fairness, and independence, which help build an environment where employees can easily grow and progress.

2) Alliantgroup

Location: Houston, TX
Founded: 2001

Just missing out on the top spot is Alliantgroup, a specialty tax services provider that has served over 16,000 businesses. The firm is committed to fostering employee welfare with competitive salaries and benefits, opportunities for career advancement and fun company activities.

1) 9Gauge Partners

Location: Austin, TX
Founded: 2011

And at the top of the list as the best financial services company to work for in the US is management consulting firm 9Gauge, which has provided insights to over 200 companies, from venture backed start-ups to Fortune 100. The company has a “all-hands” approach to teamwork with meetings, buddy systems and monthly culture clubs that help employees stay healthy and happy in the workplace.