5.0
Jan 14, 2026
Current employee, less than 1 year
San Francisco, CA
Recommend
CEO approval
Business Outlook
Pros
Leadership is thoughtful, transparent, and genuinely open to feedback. There’s a real sense that people care, and people enjoy spending time with each other. The work is meaningful and the talent density is high. Everyone is excited to modernize wealth management.
Cons
Fast growth can mean ambiguity at time. And the density of talent can be overwhelming if you don’t enjoy the work and want to participate in a highly motivated culture.