83% would recommend to a friend
Michael Carvin
88% approve of CEO
85% positive business outlook
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Users say... "Great people working on a mission to help people get better financial advice." "Great culture; this is even apparent from starting virtually through slack games, step challenges, virtual happy hours" "workers, quality product, managers are good but seem overwhelmed." "Great leadership" "workers to the management, everyone is always there to encourage and help in any way possible."
Users say... "Very clear division between actual employees and management." "Poor communication between managers, Upper management and AE’s" "motivated and teams need to be cohesive and practice great communication in order to succeed." "Pay could be better" "I started remote and I understand that it is challenging to train new employees remotely, but the training was absolutely bare minimum, and it seemed like little effort was made by management to help in any way."