4.0
Jan 7, 2026
Recommend
CEO approval
Business Outlook
Pros
Super smart people, collaborative learning environment
Cons
Work hard to succeed, steep learning curve
38% would recommend to a friend
Matt Henry and Michael Bontrager
50% approve of CEO
34% positive business outlook
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Users say... "Great culture and non" "Extremely flexible and great work/life balance." "Nice and smart colleagues" "good pay" "Smart people who are kind and generally knowledgeable about their little niche of finance."
Users say... "No structure means years with no clear path to advancement, & management has no accountability." "Some teams and managers do a better job in this area." "Lack of career development." "I worked for a firm that fully funded employees' health benefits (which is highly unusual), so that was just an adjustment."