Purpose Financial Reviews

3.4

56% would recommend to a friend

(62 total reviews)
avatar

Jessica Rustin

86% approve of CEO

62% positive business outlook

Purpose Financial has an employee rating of 3.4 out of 5 stars, based on 62 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 Finance industry (3.7 stars).

Reviews by job title

62 reviews
2.0
4 Mar 2026
Recommend
CEO approval
Business outlook

Pros

The people you work with day to day are great. Management at the local level genuinely cares about their teams. The digital side of the business has a lot of potential and there are smart people working on it. There is a future at the company and I think they'll be around in the near future.

Cons

Do not trust the incentive plan. The company published a incentive compensation plan tied to one clear financial metric. They made everyone complete training on it. They published a calculator on the company intranet so you could model your payout. They put a live tracker on the employee homepage that updated throughout the year. Employees watched it climb past the target. The company exceeded the goal by a wide margin. Leadership even gave kudos to everyone for meeting the goal. Then, the day before the payout date - a date that was never even communicated - employees were told that half would be withheld based on conditions that had nothing to do with the published plan. The parent company is Grupo Elektra out of Mexico, and there's a feeling that's where most of these top-down decisions come from. Local leadership doesn't always have the final say, and that creates a culture where "that's above my pay grade" is the default answer to everything. Different groups are siloed, decisions get handed down without explanation, and questioning doesn't change anything because the real decision-maker is always a few levels up, or a different group, or in another country. The digital side of the business drives real revenue but gets treated like an afterthought. Town Halls and leadership focus are dominated by field operations and big project announcements. Common sense initiatives take forever to get prioritized, if they get prioritized at all. For example, a portion of the company's customers are Spanish speakers, the company is literally owned by a Mexican parent company, but it apparently took years to get a Spanish version of the public website done. It wasn't a priority. Hard to believe nobody in the ranks ever brought it up.

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Purpose Financial Response
3mo
Thank you for sharing your insights about your experience at Purpose Financial. Your voice matters, and we appreciate your perspective as it can lead to positive changes for everyone. Thank you again for your feedback.
4.0
5 Feb 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
3mo
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.
Viewing 1 - 3 of 62 Reviews

Glassdoor has 65 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.