4.0Jun 21, 2022Senior director of business developmentCurrent employeeRecommendCEO approvalBusiness OutlookProsGood leadership and talent, with a tech-first approach.ConsBiz model and industry provide structural challenges that are outside of the firm's control and can negatively impact its business.Show more
5.0Aug 13, 2025Senior graphic designerCurrent employeeLake Forest, CARecommendCEO approvalBusiness OutlookProsleadership is excited to push the company forward together with everyone.Conslike all start ups there's growing pains, especially with project management.Show moreHelpfulShare
4.0Apr 21, 2026Senior software engineerCurrent employee, more than 1 yearSan Francisco, CARecommendCEO approvalBusiness OutlookPros- Get to work on cool tech at the crossroads of private markets - Teammates are humble, cool people with a lot of technical knowledgeCons- Merge with Schwab creating a lot of compliance and integration headachesShow moreHelpfulShare