Purpose Financial reviews

3.4

54% would recommend to a friend

(63 total reviews)
avatar

Jessica Rustin

86% approve of CEO

60% positive business outlook

Purpose Financial has an employee rating of 3.4 out of 5 stars, based on 63 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Purpose Financial employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.6 stars).

Reviews by job title

63 reviews
4.0
Feb 5, 2026

Purposeful work, but not without flaws

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Working at Purpose Financial has given me the opportunity to grow professionally and contribute in ways that can positively impact people's lives. I work with some incredible people and am given the support I need to succeed in a fully remote role.

Cons

Creatives are often underappreciated, with recognition going to those presenting the data or outcomes. That's a pro for them, but a con for those of us working more behind the scenes. Leadership has also made abrupt organizational changes without much empathy or transparency.

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Purpose Financial Response
4mo
Thank you for sharing this — and for your three-plus years with Purpose Financial. We're glad you've found meaningful work and the support you need to thrive remotely. Your point about creative contributions going unrecognized is important feedback. The work happening behind the scenes drives real results, and we want every team member to feel valued. We'll take that to heart. We also hear you on organizational changes — transparency and empathy should always be part of how we communicate, especially during transitions. Thank you for continuing to show up and contribute. It means a lot.
2.0
Jan 14, 2026

Underpays but good for office politics pros.

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Great HQ and good coffee.

Cons

Executives have fragile egos. RTO mandated for a company that does majority of meetings online and everyone is triple-booked, at least in one case firing for asking for an ADA exemption. Does not take objective criticisms well.

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Purpose Financial Response
5mo
Thank you for your feedback. We acknowledge your concerns about compensation, return-to-office policies, and workplace culture. Purpose Financial is committed to fair pay, flexible work arrangements, and an inclusive environment where all voices are valued. Please reach out to HR with specific concerns so we can address them directly.
4.0
Sep 5, 2025
Recommend
CEO approval
Business Outlook

Pros

Everything is great with Purpose Financial

Cons

None that I know of

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Purpose Financial Response
6mo
Thank you so much for the wonderful feedback! We're thrilled to hear that you're having such a positive experience as an Account Manager at Purpose Financial in Cincinnati. Your enthusiasm and recommendation mean the world to us. We're grateful for your confidence in our leadership and our direction as a company. Feedback like yours—highlighting what's working well—helps us continue building a workplace where our team members can thrive and do their best work. Your support motivates us to keep pushing forward and delivering excellence for our customers and our team. We truly appreciate your dedication and commitment to Purpose Financial. Keep up the great work!
Viewing 4 - 6 of 63 Reviews

Glassdoor has 66 Purpose Financial reviews submitted anonymously by Purpose Financial employees. Read employee reviews and ratings on Glassdoor to decide if Purpose Financial is right for you.