5.0
25 Mar 2026
Recommend
CEO approval
Business outlook
Pros
Everyone on the team is willing to lend a helping hand. The financial plans are high quality, and like any startup, technology is constantly improving. The company does a great job of leveraging resources and AI to help make our jobs more efficient. It's also clear that the client experience comes first.
Cons
Overall, the company is amazing. However, there's no 401(k) matching or paid parental leave.