Employee Review

  1. 5.0
    Former Employee, more than 1 year

    Great learning opportunity

    Jan 26, 2019 - Intern in Sacramento, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    I gained valuable experience in the financial industry

    Cons

    We were bought out by Envestnet, and my entire department was phased out.

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Other Employee Reviews

  1. 4.0
    Former Employee, more than 5 years

    Investment Analyst

    Dec 11, 2019 - Investment Analyst 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Fair company when it comes to pay

    Cons

    Small margins which means smaller raises

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  2. 4.0
    Current Employee

    Overlay Manager

    Mar 19, 2018 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Amazing people who genuinely care about your well being. Work life balance is second to none.

    Cons

    None that I an think of.

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