Xtiva Financial Systems Overview

  • www.xtiva.com
  • New York, NY
  • 1 to 50 Employees
  • 1998
  • Company - Private
  • Computer Hardware & Software
  • $5 to $10 million (USD)


Simply a powerful, user friendly Sales Performance Management Platform exclusively for Financial Services.

We help you Achieve More.
Mission: We help Wealth Advisors and the firms they work for, build better businesses.

Xtiva Financial Systems Reviews

Recommend to a Friend
Approve of CEO
Thomas Moysak
Thomas Moysak
13 Ratings
Current Employee, less than 1 year

"Fulfilling in more ways than one"

Oct 16, 2019 - Employee
Positive Outlook
Approves of CEO


Xtiva is brimming with highly intelligent, extremely driven individuals and teams. Working with mutually motivated team members equally committed to company goals and personal success is an automatic


With any remote position, it is more difficult to get to know everyone in the organization, especially across departments.

Advice to Management

Keep killing it!

Find ways and time to optimize current organization/communication tools
See All 17 Reviews

Diversity & Inclusion at Xtiva Financial Systems

(2 Reviews)

Xtiva Financial Systems Photos

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Xtiva Financial Systems Interviews

Getting an Interview
Employee Referral100%

  1. Client Support Interview

    Anonymous Employee in United States
    Accepted Offer
    Neutral Experience
    Easy Interview

    I applied through an employee referral I interviewed at Xtiva Financial Systems (United States)


    Wasn't bad. No hard questions. Interviewed with hiring manager as well as a couple of other members of the client support staff. All softball questions. They were really looking for cultural fit.

    Where do you want to be in 5 years.

    Answer Question

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Company Updates

March 29, 2019
This month's recipient of our Social Good Award is Mutual Concerns - a wonderful grass-roots organization that helps meet the needs of residents in their community with lunch programs and emergency food and supplies. Keep submitting your nominations for future months at http://glassdoor.com/slink.htm?key=vMXSJ
Social Awards - Xtiva
March 28, 2019
A lot of great, new projects and services are being launched by Strategy Resources. Check out this announcement about their Executive Roundtable Journal and how you can get involved.
Shared image - How To Get Involved : Executive Roundtable Journal
How To Get Involved : Executive Roundtable Journal

Xtiva Financial Systems Awards & Accolades

  • Finalist - New Innovation - PlatformWealth Management Industry Awards2017
  • 20 Most Promising Financial Services Technology Solution Providers - 2016CIO Review Magazine2016

Pledges & Certifications

  • Social Responsibility Pledge

    Formal programs or foundation to give back to communities

Popular Careers with Xtiva Financial Systems Job Seekers

Data Analyst
Learn About the Job

Xtiva Financial Systems FAQ

(13 Questions)

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What are perks and other benefits like at Xtiva Financial Systems?

...The right tools are provided, benefits, work...

October 16, 2019

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