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Xtiva Financial Systems

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Xtiva Financial Systems

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Xtiva Financial Systems Overview

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  • New York, NY
  • 1 to 50 Employees
  • 1998
  • Company - Private
  • Computer Hardware Development
  • $5 to $25 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.

Got a burning question about Xtiva Financial Systems? Just ask!

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Technical Account Manager

Being a woman in tech, I only recently started advocating for myself at work about advancement opportunities. Because of this I wanted to ask this question to my male counterparts. When you have 1:1's with your direct reports and talk about career growth / aspirations what is your managers’ response typically? I’d like to gauge how my experience (negative) differs from others. For instance are you met with blockades, enthusiasm, dread, etc?



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Xtiva Financial Systems Reviews

Xtiva Financial Systems16
Recommend to a Friend
Approve of CEO
Thomas Moysak
Thomas Moysak
12 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 19 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 Referral67%
Applied online33%

  1. Customer Success Interview

    Anonymous Employee in Canada
    Accepted Offer
    Positive Experience
    Average Interview

    I applied through an employee referral The process took 4 weeks. I interviewed at Xtiva Financial Systems (Canada)


    Xtiva has a very thorough interview process, shows that they are serious about finding the right hires for the right seats. In addition to hiring manager, candidates meet a peer as well as a member of the Senior Leadership Team. In some cases, completing a mini-assignment is requested.

    When I call (name of former boss) what would they tell me?

    Answer Question

See All 3 interviews

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
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

Popular Careers with Xtiva Financial Systems Job Seekers


Xtiva Financial Systems FAQ

(5 Questions)

All answers shown come directly from Xtiva Financial Systems Reviews and are not edited or altered.

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How are senior leaders perceived at Xtiva Financial Systems?

...An amazing CEO, that's fun to interact with...

July 6, 2022

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People Also Ask about Xtiva Financial Systems

Employees rate Xtiva Financial Systems 4.6 out of 5 stars based on 16 anonymous reviews on Glassdoor.

To get a job at Xtiva Financial Systems, browse currently open positions and apply for a job near you. Once you get a positive response, make sure to find out about the interview process at Xtiva Financial Systems and prepare for tough questions.

Overall, 92% of employees would recommend working at Xtiva Financial Systems to a friend. This is based on 16 anonymously submitted reviews on Glassdoor.

33% of job seekers rate their interview experience at Xtiva Financial Systems as positive. Candidates give an average difficulty score of 2.7 out of 5 (where 5 is the highest level of difficulty) for their job interview at Xtiva Financial Systems.

93% of employees think that Xtiva Financial Systems has a positive business outlook. This is based on anonymous employee reviews submitted on Glassdoor.

Work at Xtiva Financial Systems? Share Your Experiences

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Xtiva Financial Systems Locations

  • Rockville Centre, NY
  • Toronto (Canada)
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Glassdoor gives you an inside look at what it's like to work at Xtiva Financial Systems, including salaries, reviews, office photos, and more. This is the Xtiva Financial Systems company profile. All content is posted anonymously by employees working at Xtiva Financial Systems.