Wonderful place to work. - Anonymous employee WealthCounsel Employee Review

5.0
Mar 30, 2023
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Collaborative & supportive culture, growth opportunities, strong benefits (gym reimbursement, paid volunteer hours, generous leave of absence & competitive insurance packages, etc), work remotely yet never feel isolated, and amazing members! Diversity and inclusion have been improving year over year - female CEO, lots of women in executive/leadership roles, and more diversity overall. Proud to provide Estate Planning attorneys with the tools to support their clients. Great company to work for.

Cons

The fast-paced work environment is not for everyone. Need to be able to pivot be flexible, and comfortable with change. That works for me, but is not a good fit for everyone.

Explore other reviews about WealthCounsel

5.0
Jul 25, 2025
Recommend
CEO approval
Business Outlook

Pros

Very friendly, primarily female-driven company

Cons

Some employee turnover and miscommunications

2.0
Mar 10, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

- Nice co-workers and colleagues

Cons

- Raises are very similar, not even keeping pace with cost of living. - Bonus is not a percent of your salary, but a set number

2
avatar
WealthCounsel Response
4mo
Thank you for taking the time to share your feedback. We genuinely appreciate hearing from current and former employees, as these perspectives help us continue to improve our workplace. We understand that compensation and career growth are important topics for our team members. We review our compensation programs and benefits on an annual basis to remain competitive and to support our employees as the company grows. We also strive to recognize strong performance and create opportunities for advancement whenever possible. Your comments about market competitiveness, raises, and internal promotion are valuable, and we are continuing to evaluate how we approach these areas as the organization evolves. Feedback like yours plays an important role in helping leadership understand where we can do better. We’re proud of the progress the company has made and remain committed to building a workplace where employees feel valued, supported, and able to grow in their careers. Thank you again for sharing your perspective.
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